semiconductor– category –

Main News Intel's Major Restructuring and Future Uncertainty Intel plans to cut up to 30% of its workforce (over 15,000 people) and has indicated that it may withdraw from the cutting-edge chip competition if there is no interest from ou...

Main News Surging Demand for AI Servers and Supply Chain Bottlenecks Demand for AI servers is surging, but faces a bottleneck in the supply of fiberglass. Elon Musk plans to spend trillions of dollars on NVIDIA's AI chips, and Alphabet h...

Main News AI PC Launch Postponed: Nvidia and MediaTek have postponed the launch of the AI PC to 2026 due to Microsoft OS issues and market headwinds. This represents a challenge in a promising new market. TSMC AI-Related Revenue: TSMC, N...

Main News OpenAI's Sam Altman Announces Purchase of Up to 100 Million AI Chips, Potential Trillion Dollar Investment: showing that the AI boom is not waning, plans unprecedentedly large investments in AI infrastructure. TSMC Commits to I...

Main News Intel CEO Acknowledges NVIDIA's Leadership in AI: In an important turning point for the semiconductor giant, NVIDIA's leadership in the AI chip market is clear. Elon Musk announces full-fledged entry into AI: Admits he will "go...

Main News Japan's Rapidus has started 2nm chip prototyping and aims for volume production in 2027. This is an important milestone in the revival of Japan's semiconductor industry, which aims to catch up with TSMC and Samsung. TSMC accele...

Main News TSMC 's Strong Performance and Strategic Expansion TSMC reported significant profit growth in the second quarter of 2025, driven by demand for 3nm and 5nm chips; raised its 2025 USD revenue growth forecast to 30%, achieved $1 t...

Main News NVIDIA H20 Export Lifting and Increased U.S.-China Competition The U.S. has lifted its ban on NVIDIA's H20 AI chip exports to China in an effort to counter Huawei's rising influence. As a result, AMD and NVIDIA AI chip sales ar...

Main News NVIDIA Resumes H20 Chip Exports to China, Announces New GPU, and AMD's Entry into the Chinese Market With the Trump Administration's policy shift, NVIDIA has resumed exports of H20 chips to China and announced its RTX 6000D for...

Main News Global Semiconductor Market Remains Strong Global semiconductor sales increased 19.8% y/y in May 2025, marking the 19th consecutive month of y/y growth Driven by demand for AI chips and pre-tariffs, the market is expected to ex...