Semi-Biz Transformation Advisor– tag –

Main News NVIDIA CEO Says "Temporary Farewell" to Chinese AI Market, Says Market Share Plunged NVIDIA CEO Jensen Huang reportedly said that the company's market share in the Chinese AI market has dropped from 95% to 0%. The statement sug...

Main News TSMC Reports Record Q3 Results, Forecasts 60% Gross Margin TSMC reported record revenue of $33.1 billion for the third quarter of 2025, up 40.8% from the same period last year and up 10.1% from the previous quarter. In addition...

Main News Nvidia Poised to Overtake Apple as TSMC' s Largest Customer in 2025 Nvidia is poised to overtake Apple as TSMC's largest customer in 2025. The growing demand for AI chips is rapidly reshaping the semiconductor industry. TSMC to...

Main News Dutch Government Seizes Control of Nexperia under Chinese Company, Deepening Technological Conflict The Dutch government has taken steps to seize control of Nexperia (under Mentai Technology), a chip manufacturer with Chinese c...

Main News OpenAI Partners with Broadcom to Develop Custom Chips for Future AI Models OpenAI has announced a partnership with Broadcom to jointly develop custom chips for use in future AI models. Through this partnership, OpenAI plans to ...

Main News Tariffs on Rare Earths, a US-China Game of Chicken in APEC A "game of chicken" is being played across the APEC (Asia-Pacific Economic Cooperation) stage, with the United States exchanging tariffs in response to China's latest r...

Introduction: Exploding Information Volume and the "Electricity Wall Our society is now overflowing with an unprecedented amount of information due to the evolution of generative AI, the growth of huge data centers, and the proliferation...

This Week in AI Trends: Accelerating Practicality and Democratization Changing the Field October 5-11, 2025. A series of AI-related news announcements over the past week are changing the definition of "AI applications" in the manufacturi...

Main News TSMC Dominates Global Foundry Market with "Staggering " 71% Share TSMC maintains a dominant position in the global foundry market with a "staggering" 71% share, leaving little room for competition. TSMC also continues to perfor...

Main News TSMC Q3 2025 Sales Exceed High Estimates on the Back of AI Driven Demand for Advanced Processes TSMC's sales for the third quarter of 2025 exceeded high prior estimates. Behind this strong performance is strong demand for advan...