Semi-Biz Transformation Advisor– tag –

Main News U.S. Tariff Ruling Unconstitutional Ripples Impact Trade Policy and Asian Allies The U.S. Supreme Court's ruling that President Trump's tariff policies are unconstitutional has caused ripples in global trade policy. While the r...

During the week of February 15-February 21, 2026, three important developments in the field of AI intersected: the discovery of rare earth-independent magnetic materials, the accelerated practical application of agent-based AI, and the i...

Main News Rising memory prices due to special AI demand and serious ripples in the hardware market Rising memory prices against a backdrop of surging demand for AI servers have sent ripples throughout the hardware market, with reports fr...

Main News TSMC's Facility Budget Increase and Global Capacity Competition TSMC's significant increase in its 2026 capital budget suggests that competition for global semiconductor capacity expansion is intensifying.To meet surging AI dem...

Main News Based on the latest sources provided, we extract and summarize the Top 10 most important news items. Meta Signs Major Deal with NVIDIA to Purchase Large Quantities of Next-Generation Vera Rubin Chips Meta has signed a major, mu...

Main News DRAM Prices Soar "Parabolic" on AI Demand, Memory Shortage Grows Serious DRAM prices are surging uncontrollably on the back of strong demand for AI servers, leading to what has been dubbed "RAMmageddon". The price increase is a...

Main News Taiwan's January Exports Surge Nearly 70% on AI Server Traction Taiwan's January 2026 exports surged nearly 70% y/y on the back of the AI server boom. This tremendous growth is a major boost to expectations for economic growth ...

The artificial intelligence sector experienced multiple significant announcements and market upheavals this week, and the series of events that unfolded between February 8 and 14 suggest a tipping point in the evolution of AI technology ...

Main News U.S. and Taiwan to Reduce Tariffs and Enhance Technology Collaboration in New Trade Agreement The United States and Taiwan have signed a new trade agreement that will reduce mutual tariffs from 20 percent to 15 percent. Under t...

Main News Global Semiconductor Sales to Reach $1 Trillion for the First Time in 2026 Global semiconductor sales are expected to show a strong recovery in 2025 with a 26% increase over the previous year, reaching the $1 trillion mark in 2...