Masayuki– Author –

Main News U.S . Maintains AI Chip Regulations Against China and Nvidia's Reaction The U.S. has rejected Nvidia's request for relaxation and reiterated its policy of maintaining its AI chip regulations against China, which Nvidia CEO Jens...

Main News NVIDIA' s Sharp Drop in Chinese Market Share and Dependence on TSMC Due to U.S. export restrictions, NVIDIA's share of the Chinese market has dropped significantly to 95 %から50%. Huawei has seized this situation and NVIDIA is ...

Main News Continued AI Demand and Increased Response from Major Companies The AI boom has reportedly led to a surge in DRAM prices and increased demand for data center interconnects; high demand for NVIDIA's GB300 and expectations for AI...

Main News Xiaomi confirms 3nm SoC and announces $6.9 billion investment in chip development over the next 10 years.It is a huge investment in cutting-edge semiconductor technology by major Chinese smartphone makers. Rambus announces next...

Main News Tokyo University of Science improves power efficiency with multiply-and-accumulate parallelization technology for AI semiconductors This is an important domestic technological development to improve the performance of AI semico...

Main News GlobalWafers began operating an advanced silicon wafer plant in the U.S., significantly increasing its investment in the U.S. This represents a major move by a major company to diversify its semiconductor supply chain geographi...

Main News TSMC is reportedly accelerating a major expansion plan that includes eight new factories and one advanced packaging plant by 2025. This is a pivotal move by the world's largest foundry to increase its manufacturing capacity to ...

Main News U.S. AI Chip Policy Change and Implications for China: While the U.S. has withdrawn its "AI proliferation rules" for semiconductor exports targetingHuaweiand Chinese AI models, some believe that the use of Huawei AI semiconduct...

Main News While there are signs of easing trade tensions between the U.S. and China, which could ease pressure on supply chains through trade negotiations, caution remains for supply chains in the technology sector. Uncertainty remains r...

Main News There has been a flurry of activity regarding tariff developments between the U.S. and China and their impact on the semiconductor supply chain. Reports of tariff measures by the Trump administration, significant tariff reducti...