Semi-Biz Transformation Advisor– tag –

On July 23, 2025, the U.S.-China battle for technological supremacy entered a new phase. The Trump administration has launched an ambitious " U.S. AI Action Plan ". This plan will be a powerful engine to further accelerate U.S. giants su...

Main News Intel's Major Restructuring and Future Uncertainty Intel plans to cut up to 30% of its workforce (over 15,000 people) and has indicated that it may withdraw from the cutting-edge chip competition if there is no interest from ou...

Main News Surging Demand for AI Servers and Supply Chain Bottlenecks Demand for AI servers is surging, but faces a bottleneck in the supply of fiberglass. Elon Musk plans to spend trillions of dollars on NVIDIA's AI chips, and Alphabet h...

Main News AI PC Launch Postponed: Nvidia and MediaTek have postponed the launch of the AI PC to 2026 due to Microsoft OS issues and market headwinds. This represents a challenge in a promising new market. TSMC AI-Related Revenue: TSMC, N...

Main News OpenAI's Sam Altman Announces Purchase of Up to 100 Million AI Chips, Potential Trillion Dollar Investment: showing that the AI boom is not waning, plans unprecedentedly large investments in AI infrastructure. TSMC Commits to I...

Main News Intel CEO Acknowledges NVIDIA's Leadership in AI: In an important turning point for the semiconductor giant, NVIDIA's leadership in the AI chip market is clear. Elon Musk announces full-fledged entry into AI: Admits he will "go...

summary During the week of July 13-July 19, 2025, we extracted news on the application of artificial intelligence (AI) in the manufacturing industry. A series of important announcements and demonstrations were made that will shape the fu...

Main News Japan's Rapidus has started 2nm chip prototyping and aims for volume production in 2027. This is an important milestone in the revival of Japan's semiconductor industry, which aims to catch up with TSMC and Samsung. TSMC accele...

Main News TSMC 's Strong Performance and Strategic Expansion TSMC reported significant profit growth in the second quarter of 2025, driven by demand for 3nm and 5nm chips; raised its 2025 USD revenue growth forecast to 30%, achieved $1 t...

Main News NVIDIA H20 Export Lifting and Increased U.S.-China Competition The U.S. has lifted its ban on NVIDIA's H20 AI chip exports to China in an effort to counter Huawei's rising influence. As a result, AMD and NVIDIA AI chip sales ar...