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Semiconductor News 20260306
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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... -
Semiconductor News 20260305
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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... -
Semiconductor News 20260304
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Main News AI Demand Spikes DRAM Prices, Memory Market Enters Super Cycle AI server demand has caused DRAM big-ticket prices to double in a month, with some predicting prices to rise up to 70% in Q2 2026, and Nvidia's GTC 2026 is expected... -
Semiconductor News 20260303
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Main News Google and Meta Sign Multi-Billion Dollar AI Chip Supply Deal Google and Meta have signed a major multi-billion dollar supply deal for AI chips. The move intensifies competition against NVIDIA, which holds a dominant share of t... -
Semiconductor News 20260302
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Main News Rapidus Raises a Total of 267.6 Billion Yen from Public and Private Sectors for 2nm Mass ProductionRapidus, a Japanese manufacturer of next-generation semiconductors, has successfully raised approximately $1.7 billion in fundin... -
Weekly AI Watch] February 22-28, 2026: $110 Billion Impact, Humanoids Standing in Factories, and the Week Manufacturing Changes
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Money, robotics, and materials science moved all at once in the world of AI this week: the largest infusion of funding in history for OpenAI, the operation of humanoid robots at BMW's Leipzig plant, Google's new model streak, and a mater... -
Semiconductor News 20260228
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Main News Rapidus Raises a Total of 267.6 Billion Yen from Public and Private Sectors for 2nm Mass ProductionRapidus, a Japanese manufacturer of next-generation semiconductors, has successfully raised approximately $1.7 billion in fundin... -
Semiconductor News 20260227
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Main News NVIDIA Posts Record Revenues, Allaying AI Investment Bubble Concerns NVIDIA's revenues for the fourth quarter of fiscal year 2026 reached a record high, up 73 percent year over year and up 65 percent for the year as well. The s... -
Semiconductor News 20260226
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Main News Meta and AMD Agree to $100+ Billion AI Chip Deal Meta has agreed to a major $100+ billion AI chip supply deal with AMD to expand its AI infrastructure. This is a noteworthy move to diversify procurement sources in the AI chip m... -
Semiconductor News 20260225
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Main News TSMC Japan Plant Upgrades to 3nm Process to Meet AI Demand TSMC's Japan plant (Kumamoto Plant) will be upgraded from its original plan to the most advanced 3nm process. The move is in response to surging global demand for AI ch...