2026– date –

The week of May 18-23, 2026, was a week in which the AI industry was not only "racing to launch high-performance models," but also the next battleground of "who will implement AI in society, in which regions, under which infrastructure a...

Today's semiconductor news vividly highlights the rapid expansion of AI infrastructure and the resulting supply chain restructuring and innovation. AMD, in particular, announced a massive $10 billion investment in the Taiwanese ecosystem...

Today's semiconductor news highlights the situation of huge investments by major players and intensifying technology competition against the backdrop of the explosive expansion of the AI market. In particular, AMD CEO Lisa Hsu's visit to...

In the Semiconductor News dated May 20, 2026, we have corrected the extracted topic of Harima Chemicals Group's investment in EUV lithography, which may have been mistaken for the fact. We apologize for any inconvenience caused.

The major topics in today's semiconductor news are the restructuring of supply networks in response to growing AI demand and the advancement of next-generation manufacturing technologies. While there are concerns about the impact of the ...

Today's semiconductor news highlights how the explosion in AI demand is powerfully driving the industry as a whole. Global semiconductor sales grew an astounding 79.2% YoY, with demand for AI-oriented semiconductors, particularly in Taiw...

The main theme in today's semiconductor news is the price spike in memory chips due to the rapidly growing demand for AI and the resulting industry restructuring. Samsung and SK hynix are booming with record price increases in Q1 2026 (S...

Today's semiconductor industry news shows the juxtaposition of geopolitical risks and market overheating fears against the backdrop of a strong AI market; with NVIDIA's earnings due on the 20th, Japanese stocks are positioned to be a maj...

Looking back at this week's AI news, the focus has clearly shifted from "how smart are the models?" to "who will incorporate that capability, in what field, and with what system of responsibility?" AI is becoming not just an IT topic, bu...

The major themes in today's semiconductor news are memory supply risks from Samsung's labor dispute, rising memory prices driven by AI demand, and AI strategy shifts by major companies such as Nvidia and TSMC. In anticipation of the stri...