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Main News Rapidus to Operate "Back-end" Prototype Line in Hokkaido in Spring Japan's Rapidus will operate a semiconductor back-end prototype line in spring 2026 at its site under construction in Chitose, Hokkaido. This will be used to de...

Introduction. The opening of the year 2026 has been a week of fundamental redefinition of "how to deal with AI" for the manufacturing industry. Google's new models were unveiled to cut through the year-end silence, and warnings of an esc...

Main News U.S. Approval of TSMC's Equipment Exports to China, a Shift in Strategy? The U.S. government has approved TSMC's exports of semiconductor manufacturing equipment to its Chinese factories. This may reflect a shift in U.S. strate...

Main News U.S. to adopt "two-track" strategy in semiconductor regulations, postponing tariffs and tightening technology controls The U.S. government is reportedly adopting a "two-track" strategy in semiconductor regulations, temporarily ...

Main News Samsung to Increase HBM Production Capacity by 50% by 2026 Samsung Electronics reportedly plans to expand its HBM (high-bandwidth memory) production capacity, which is essential for AI chips, by 50% from the current level by 20...

December 2025 marks the end of an unprecedented and turbulent year for the semiconductor and AI industry. The "supercycle" triggered by the generative AI boom has gone beyond mere supply and demand waves and has evolved into a struggle f...

Main News Nvidia Accelerates SRAM Shift with $20 Billion Deal with Competitor Groq Nvidia has reportedly signed a nearly $20 billion deal (or acquisition) with AI inference chip competitor Groq, strengthening its dominance in the AI ecos...

Main News Taiwan M7.0 Earthquake, TSMC and Other Major Makers Maintain Operations with Minor Damage The 7.0 magnitude earthquake in Taiwan has caused concern about the impact on semiconductor factories, but TSMC, Nanya Technology and oth...

Main News TSMC Maintains Normal Production after M7.0 Earthquake in Taiwan A massive magnitude 7.0 earthquake hit Taiwan. This was reportedly the third largest quake in the past 26 years, but TSMC, the world's largest foundry, reportedly...

Introduction. As the year 2025 draws to a close in the fourth week of December, the global AI landscape, far from quieting down, has shown a giant swell toward the "full fusion of knowledge and flesh" that will upend the manufacturing pa...