Semi-Biz Transformation Advisor– tag –

Main News U. S. Considers Tariff Exemption on TSMC Chips for Tech Giants The U.S. government is reportedly considering a tariff exemption on TSMC chips imported by U.S. technology giants such as Amazon, Google, and Microsoft in exchange ...

Main News Intel and SoftBank Promote "ZAM" Technology to Replace HBM Intel and SoftBank are focusing on promoting a new memory architecture, ZAM (Z-Alignment Memory), to replace HBM (High Bandwidth Memory), which is the current mainstrea...

Main News Global Semiconductor Revenue to Reach $1 Trillion in 2026 for First Time in History Several market research organizations and media outlets are forecasting that total global semiconductor industry revenue will reach the $1 tril...

Main News TSMC to Upgrade Kumamoto Plant to Cutting-Edge 3nm Process TSMC has reportedly notified the Japanese government that it will upgrade its Kumamoto Plant 2 (JASM) production plans from the original 6nm/7nm to the cutting-edge 3nm...

Main News TSMC Upgrades Kumamoto Fab 2 to State-of-the-Art 3nm Process TSMC has notified the Japanese government that it has changed the production plan for its Kumamoto Fab 2 (JASM Fab 2) to upgrade from the originally planned 6/7nm pro...

Main News SK H ynix Makes Breakthrough in HBM4 Quality Testing to Supply NVIDIA's Next Generation SK Hynix has made significant progress in quality testing of its next-generation high-bandwidth memory, HBM4, to supply NVIDIA's next-gener...

Main News SK Hynix Makes Breakthrough in HBM4 Quality Testing, Aims to Supply Nvidia Rubin SK Hynix has made significant progress in quality testing of its next-generation broadband memory, HBM4, and is aiming for a stable supply for Nvi...

Main News TSMC Revises 5-Year Growth Plan to Transition to Higher-Profit Structure TSMC is revising its growth plan for the next five years, moving away from simply maintaining technology leadership to a higher-profit structure. 2nm proc...

Main News South Korea' s January Semiconductor Exports Hit Record High, Bouncing Back from U.S. Tariff Pressure South Korea's January exports hit a record $65.86 billion, the largest ever for a January month. Despite the headwind of U.S....

NVIDIA overtakes Apple to become TSMC's largest customer, underscoring its dominance in the age of AI In January 2026, an event symbolic of the semiconductor industry's power structure was reported: on the back of explosive demand for AI...