In today's semiconductor news, we report on how the AI megatrend is having an enormous impact on corporate performance and the supply chain, with TSMC posting record sales and net income and revising its future capex plans upward, highli...

In today's semiconductor news, we report on the dramatic expansion of business performance due to demand for AI infrastructure and the simultaneous restructuring of the supply chain against the backdrop of turbulent global conditions, wi...

In today's semiconductor news, we report on the simultaneous leap in performance due to demand for AI infrastructure and the dramatic restructuring of the supply chain due to geopolitical fragmentation: ASML has raised its 2026 revenue f...

Today's semiconductor news was strongly marked by the tremors in the memory market caused by the explosive expansion of AI infrastructure and the rise of next-generation packaging technologies: the surge in AI demand has caused DRAM pric...

Today's semiconductor news is vividly illustrating the situation in which the entire semiconductor industry is entering a record growth cycle against the backdrop of exploding demand for AI. With global manufacturing equipment and semico...

In today's semiconductor news, we report on a situation in which strategic moves at the national level for technological supremacy in each country and the wave of industry restructuring toward the next generation are vividly intertwined....

This year, I attended the University of Tokyo AI Management Endowed Course AI Business Insights again. Thanks to the continued planning by the people at PwC, I was able to get a bird's eye view of AI applications in business according to...

Looking at this week's AI news, the focus is no longer just on whether a new model has emerged. From cyber defense, to securing computational resources, to power needs, to redesigning the way we work, AI is now being treated as an "indus...

In today's semiconductor news, we report on a vivid mix of record market growth driven by surging demand for AI infrastructure and massive investment by companies in the next generation: TSMC's March sales jumped a record 45% y/y, and in...

Today's semiconductor news clearly shows the explosive growth of the semiconductor market, driven by AI investments and geopolitical supply chain realignment. The entire industry is entering a strong growth cycle, with U.S. Bank predicti...