Tomoyasu Masayuki– Author –

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Main News U.S. AI Chip Policy Change and Implications for China: While the U.S. has withdrawn its "AI proliferation rules" for semiconductor exports targetingHuaweiand Chinese AI models, some believe that the use of Huawei AI semiconduct...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

Main News Huge tech companies are investing heavily in AI, and M&A is showing signs of recovery. Much attention is focused on whether Intel and TSMC will compete or cooperate over the development of 1.4 nano semiconductors. Trade fri...

Main News TSMC's April sales reached a record high, and the company's year-to-date sales have been strong as well. This is mainly driven by strong demand for advanced products for AI. Global semiconductor sales are recovering and achieve...

Noted. We will briefly summarize the top 10 most important news items that can be read from the sources provided. Main News Intel Signs Major Contract with Microsoft for 18A Process: Intel's foundry business using its leading-edge proces...

Main News AMD Expects $1.5 Billion Sales Decline Due to Chip Export Restrictions Chip export restrictions by the U.S. are expected to have a significant impact on AMD's sales. NVIDIA has likewise reportedly suspended shipments of its RTX...

Main News Samsung DS head rushes to Silicon Valley to secure memory and foundry orders for AI Amid growing demand for semiconductors for AI, the head of Samsung's semiconductor division rushed to Silicon Valley, where major customers are...