March 2026– date –

In today's semiconductor news, the battle for supremacy in next-generation technologies against the backdrop of special demand for AI and soaring component prices due to severe supply shortages are clearly evident: Nvidia is auditing Sam...

Today's semiconductor news simultaneously highlights strong growth due to special AI demand and supply chain vulnerabilities, with TSMC rebounding from a seasonal slump to record revenue growth in February and SK Hynix developing next-ge...

Main News Nvidia to halt production of H200 for China and shift TSMC capacity to Vera Rubin Nvidia has decided to halt production of its H200 AI chip for China and shift TSMC's valuable production capacity to its next-generation Vera Rub...

Main News Global Semiconductor Sales Record 46.1% Year-Over-Year Growth Data from SIA and WSTS show that global semiconductor sales grew a strong 46.1% in January 2026 compared to the same month last year, with a surge in global semicond...

The "semiconductor shortage is over"--this has been on my mind ever since people started saying that. Indeed, the panic supply shortage of 2022-2023 has calmed down. However, the rules of the semiconductor industry itself are not over. R...

TSMC Upgrades Kumamoto Japan Plant to Cutting-Edge 3nm Process, Strengthening Manufacturing Base in Japan Taiwan's TSMC, the world's largest semiconductor foundry, has decided to upgrade its second plant in Kumamoto from its original pla...

If we had to describe the AI industry in one word this week, it would be "AI sees, thinks, and operates itself" week. The biggest topic was the March 5 release of GPT-5.4--a historic model update that includes the first "native computer ...

Main News Denso Makes 1.3 Trillion Yen Takeover Proposal to ROHM Toyota Group's Denso has made an approximately 1.3 trillion yen (up to US$8 billion) takeover proposal to leading semiconductor manufacturer ROHM. It is believed to be a fi...

Main News NVIDIA to halt production of H200 for China and move to next-generation machines NVIDIA will reportedly halt production of its H200 AI chip for China due to uncertainty in the Chinese market. Accordingly, TSMC's valuable produc...

Main News Intensifying conflict in the Middle East has severely impacted the global tech and financial markets. Intensifying conflict in the Middle East has had a widespread impact on the tech industry, with NVIDIA closing its Dubai offi...