News– category –

Today’s semiconductor news highlighted the overheating of AI investment and the structural challenges that come with it.While concerns about financial risks are mounting as the future debt from AI-related investments by five major U.S. t...

In the latter half of last week, with the opening of the World Artificial Intelligence Conference (WAIC) in Shanghai and the launch of Google Gemini 3.5 Pro on July 17, the trend in the AI industry toward shifting its focus from “model c...

Today’s semiconductor news is largely driven by TSMC’s bullish capital expenditure plans, triggered by its earnings announcement, and NVIDIA’s acceleration of its AI infrastructure strategy. TSMC has announced plans to increase its capit...

Today’s semiconductor news is largely driven by TSMC’s earnings announcement, which highlighted a massive investment plan and progress in next-generation process technology.To meet the explosive growth in demand for AI chips, TSMC announ...

Today’s semiconductor news highlighted the practical implementation of cutting-edge process technologies and the restructuring of supply chains against the backdrop of geopolitical risks. In particular, Intel announced that it has incorp...

Today’s semiconductor news highlights the rapid expansion of the AI semiconductor market and the resulting upheaval in manufacturing and supply chains.In the foundry industry in particular, Intel—backed by design wins at the 18A and 14A ...

Today’s semiconductor news clearly highlights the challenges to NVIDIA’s dominant position in the AI semiconductor market and the fierce competition surrounding next-generation process technologies.Of particular note is that Tesla’s AI5 ...

Today’s semiconductor news highlights the impact that the explosive growth in AI demand is having on the entire semiconductor supply chain. In particular, the shortage of TSMC’s advanced packaging technology, “CoWoS,” is worsening, leadi...

Today’s semiconductor news highlights how advancements in manufacturing technology and the restructuring of supply chains are accelerating against the backdrop of explosive growth in AI demand.While TSMC is solidifying its lead with its ...

From July 6 to 11, 2026, the AI industry experienced a week in which the focus shifted beyond a mere competition over model performance to questions such as “Who controls computing resources?,” “To what extent should AI be made open?,” a...