Semi-Biz Transformation Advisor– tag –

Today's semiconductor news is a mix of special supply chain demand from the rapid expansion of AI infrastructure and fierce rivalry between nations for technological supremacy, with Intel's foundry equipment orders up 50 percent year ove...

Today's semiconductor news reports on a situation in which competition in the development of advanced packaging and new technologies is simultaneously being accompanied by a wave of rapid market restructuring. The evolution of back-end p...

The week from April 12 to 18, 2026, was a week in which companies once again demonstrated that AI has moved from being a "convenient support tool" to an "execution platform that handles the business itself. Not only improvements in model...

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....

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...