Semi-Biz Transformation Advisor– tag –

Main News TSMC Restructures Advanced Packaging Strategy to Maintain Production Capacity in Taiwan TSMC is restructuring its advanced packaging (CoWoS) expansion strategy to meet surging demand for AI and is reorganizing plans for AP8, AP...

Main News SK Hynix Reverses Samsung with Record Earnings, Invests $10 Billion in the U.S. SK Hynix's 2025 financial results surpassed Samsung Electronics with record operating income of 47.2 trillion won, thanks to an explosion in demand...

Main News Micron Begins Construction of $24 Billion NAND Manufacturing Facility in Singapore Micron has begun construction of a $24 billion advanced NAND flash memory manufacturing facility in Singapore. Wafer production from this expans...

Main News Samsung to Begin Shipping HBM4 to NVIDIA and AMD in February Samsung will officially begin shipping its next-generation memory, HBM4, to NVIDIA and AMD in February.As competition in the AI chip market intensifies, the availabil...

Main News Based on the sources provided, the Top 10 most important news items are extracted and summarized. Nvidia's AI Chip Market Share in China Drops to 8% Nvidia's share of the Chinese market for AI chips has dropped to 8%. This is m...

Introduction. From January 18 to 24, 2026, the artificial intelligence (AI) field saw a series of important news events that shook the world: Nvidia's $20 billion acquisition of Groq, the impact of the DeepSeek model from China, and the ...

Main News Intel Scales Back Manufacturing Node Plans, Turning to Packaging and Licensing Intel posted a net loss of about $600 million in its fourth-quarter results, sending its stock plummeting. The company is slowing the pace of produc...

Main News Nvidia overtakes Apple to become TSMC's largest customer Nvidia has overtaken Apple to become TSMC's largest customer. This represents a complete shift in the industry's center of gravity from the smartphone era to the AI compu...

Main News Based on the sources provided, the Top 10 most important news items are extracted and summarized. Global Semiconductor Market to Surpass $1 Trillion Mark by 2026 According to Omdia's forecast, the global semiconductor market si...

Main News Global Semiconductor Revenue to Reach $1 Trillion in 2026 for First Time; NVIDIA Surpasses $100 Billion Global semiconductor revenue is projected to reach $1 trillion in 2026 for the first time ever. This historic growth is bei...