Semi-Biz Transformation Advisor– tag –

Main News NVIDIA' s Sharp Drop in Chinese Market Share and Dependence on TSMC Due to U.S. export restrictions, NVIDIA's share of the Chinese market has dropped significantly to 95 %から50%. Huawei has seized this situation and NVIDIA is ...

Main News Continued AI Demand and Increased Response from Major Companies The AI boom has reportedly led to a surge in DRAM prices and increased demand for data center interconnects; high demand for NVIDIA's GB300 and expectations for AI...

Main News Xiaomi confirms 3nm SoC and announces $6.9 billion investment in chip development over the next 10 years.It is a huge investment in cutting-edge semiconductor technology by major Chinese smartphone makers. Rambus announces next...