semiconductor– category –

Main News NVIDIA's Strong Quarterly Results and the AI Bubble Deb ate NVIDIA's recent quarterly results were strong and boosted the market, easing some AI bubble concerns. However, the AI bubble debate persists on Wall Street, with warni...

Main News NVIDIA' s Record Financial Results and Market Trends NVIDIA achieved record revenue and profit in the third quarter of fiscal year 2026. The fourth quarter is expected to be another strong quarter, with particular contributions...

Main News Former TSMC Executive's Transfer to Intel Raises Concerns of Leakage of Sub-2nm Technology Former TSMC Senior Vice President (SVP) Wei Jin-lo has transferred to Intel, and Taiwanese authorities are investigating the alleged lea...

Main News Competition between Intel and TSMC for talent intens ifies , fears of sub-2nm technology outflows The talent draw competition between TSMC and Intel is intensifying, and it is involving some prominent figures. In particular, fo...

Main News South Korea's Semiconductor Giants Make Huge Investments and Competition Intensifies SK Hynix has reportedly raised its investment in the Yongin semiconductor cluster to 600 trillion won, and Samsung is also increasing its spen...

Main News Samsung Plans Record Investment of 450 Trillion Won in 5 Years in Japan Samsung Electronics plans to make a record-breaking investment of 450 trillion won in total in the country (Korea) over the next five years. This massive i...

Main News Anthropic Thwarts AI Cyberattack from China Leading AI company Anthropic announced that it has thwarted the first ever AI orchestrated cyberattack, believed to have been carried out by a state-sponsored group in China. This is ...

Main News NVIDIA 's AI Server Manufacturing Model Change: Moving Away from ODM Dependence NVIDIA is changing its traditional ODM (original design and manufacturing) shipping model by adopting a new strategy of centralizing the AI server ...

Main News TSMC Posts Record October Sales and Licenses GaN Technology to GF TSMC posted record sales for October 2025. In addition, the company has signed an agreement with GlobalFoundries (GF) to license its GaN (Gallium Nitride) techno...

Main News TSMC Sets New Sales Record in October, Driven by AI Demand TSMC set a new record for sales in October, buoyed by strong AI demand, and the CEO is confident that this momentum will continue. Meanwhile, detailed analysis behind t...