Semi-Biz Transformation Advisor– tag –

Main News Nvidia "Vera Rubin" and HBM4 Competition Intensifies As discussions continue regarding the production schedule for Nvidia's next-generation Vera Rubin GPU, the company is accelerating its race to introduce HBM4 (6th generation ...

Main News Samsung Electronics Surpasses 20 Trillion Won in Operating Profit and Discussions with Nvidia and Qualcomm Samsung Electronics' fourth quarter operating profit hit 20 trillion won ($2.1 trillion), up 208% from the same period l...

Main News Nvidia "Vera Rubin" Mass Production Begins and Confidence in HBM4 Exclusivity Nvidia's next-generation GPU architecture, Vera Rubin, has entered full mass production, and with it Micron is reportedly betting on expanding HBM4 p...

Main News TSMC to Build 12 Fabs in Arizona as Expansion Stalls in Japan and Germany TSMC reportedly plans to build a total of 12 semiconductor factories (fabs) in Arizona, USA, as its capacity expansion plans in Japan and Germany have st...

Main News TSMC to Start 2nm Production and Accelerate Construction of 1.4nm Factory TSMC has begun production of its 2nm process, intensifying competition with Samsung Electronics. Furthermore, the company is reportedly accelerating cons...

Main News Rapidus to Operate "Back-end" Prototype Line in Hokkaido in Spring Japan's Rapidus will operate a semiconductor back-end prototype line in spring 2026 at its site under construction in Chitose, Hokkaido. This will be used to de...

Introduction. The opening of the year 2026 has been a week of fundamental redefinition of "how to deal with AI" for the manufacturing industry. Google's new models were unveiled to cut through the year-end silence, and warnings of an esc...

Main News U.S. Approval of TSMC's Equipment Exports to China, a Shift in Strategy? The U.S. government has approved TSMC's exports of semiconductor manufacturing equipment to its Chinese factories. This may reflect a shift in U.S. strate...

Main News U.S. to adopt "two-track" strategy in semiconductor regulations, postponing tariffs and tightening technology controls The U.S. government is reportedly adopting a "two-track" strategy in semiconductor regulations, temporarily ...

Main News Samsung to Increase HBM Production Capacity by 50% by 2026 Samsung Electronics reportedly plans to expand its HBM (high-bandwidth memory) production capacity, which is essential for AI chips, by 50% from the current level by 20...