Semi-Biz Transformation Advisor– tag –

Today's semiconductor news is a vivid mix of strong growth from the accelerating AI shift and the fragility of supply chains brought about by geopolitical risks such as the situation in the Middle East As global semiconductor sales grew ...

In today's semiconductor news, the battle for supremacy in next-generation technologies against the backdrop of special demand for AI and soaring component prices due to severe supply shortages are clearly evident: Nvidia is auditing Sam...

Today's semiconductor news simultaneously highlights strong growth due to special AI demand and supply chain vulnerabilities, with TSMC rebounding from a seasonal slump to record revenue growth in February and SK Hynix developing next-ge...

Main News Nvidia to halt production of H200 for China and shift TSMC capacity to Vera Rubin Nvidia has decided to halt production of its H200 AI chip for China and shift TSMC's valuable production capacity to its next-generation Vera Rub...

If we had to describe the AI industry in one word this week, it would be "AI sees, thinks, and operates itself" week. The biggest topic was the March 5 release of GPT-5.4--a historic model update that includes the first "native computer ...

Main News Denso Makes 1.3 Trillion Yen Takeover Proposal to ROHM Toyota Group's Denso has made an approximately 1.3 trillion yen (up to US$8 billion) takeover proposal to leading semiconductor manufacturer ROHM. It is believed to be a fi...

Main News NVIDIA to halt production of H200 for China and move to next-generation machines NVIDIA will reportedly halt production of its H200 AI chip for China due to uncertainty in the Chinese market. Accordingly, TSMC's valuable produc...

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...