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Semiconductor News 200251115
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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 ... -
The AI Bubble Leads to an Era of Semiconductor Hypercompetition: OpenAI’s “Gigawatt Class” Alliances, TSMC’s Price Dominance, and the Impact of Geopolitical Risk (October 2025)
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In October 2025, the technology industry experienced massive market volatility with demand for AI at its core. Particularly in the semiconductor sector, we are simultaneously witnessing huge AI infrastructure investment plans led by Open... -
Semiconductor News 20250607
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Main News NVIDIA domination of the AI chip market and the rise of ASICs: In Q1 2025, NVIDIA has a 92% share of the AIB GPU market, with ASICs challenging its dominance; Huawei's Ascend 910C is having difficulty entering the market due to...
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