Semi-Biz Transformation Advisor– tag –

Main News Intensifying conflict in the Middle East has severely impacted the global tech and financial markets. Intensifying conflict in the Middle East has had a widespread impact on the tech industry, with NVIDIA closing its Dubai offi...

Main News AI Demand Spikes DRAM Prices, Memory Market Enters Super Cycle AI server demand has caused DRAM big-ticket prices to double in a month, with some predicting prices to rise up to 70% in Q2 2026, and Nvidia's GTC 2026 is expected...

Main News Google and Meta Sign Multi-Billion Dollar AI Chip Supply Deal Google and Meta have signed a major multi-billion dollar supply deal for AI chips. The move intensifies competition against NVIDIA, which holds a dominant share of t...

Main News Rapidus Raises a Total of 267.6 Billion Yen from Public and Private Sectors for 2nm Mass ProductionRapidus, a Japanese manufacturer of next-generation semiconductors, has successfully raised approximately $1.7 billion in fundin...

Money, robotics, and materials science moved all at once in the world of AI this week: the largest infusion of funding in history for OpenAI, the operation of humanoid robots at BMW's Leipzig plant, Google's new model streak, and a mater...

Main News Rapidus Raises a Total of 267.6 Billion Yen from Public and Private Sectors for 2nm Mass ProductionRapidus, a Japanese manufacturer of next-generation semiconductors, has successfully raised approximately $1.7 billion in fundin...

Main News NVIDIA Posts Record Revenues, Allaying AI Investment Bubble Concerns NVIDIA's revenues for the fourth quarter of fiscal year 2026 reached a record high, up 73 percent year over year and up 65 percent for the year as well. The s...

Main News Meta and AMD Agree to $100+ Billion AI Chip Deal Meta has agreed to a major $100+ billion AI chip supply deal with AMD to expand its AI infrastructure. This is a noteworthy move to diversify procurement sources in the AI chip m...

Main News TSMC Japan Plant Upgrades to 3nm Process to Meet AI Demand TSMC's Japan plant (Kumamoto Plant) will be upgraded from its original plan to the most advanced 3nm process. The move is in response to surging global demand for AI ch...

Main News TSMC Accelerates Expansion in Taiwan: Up to 10 Factories to be Built or Operational by 2026 TSMC is rapidly expanding its production capacity in Taiwan, with up to 10 new factories reportedly under construction or to begin oper...