Main News CoWoS packaging demand at TSMC could reach extraordinary levels, causing massive disruption to the AI supply chain. This has tightened the supply of substrates and affected NAND prices. The rise of China's semiconductor industr...

Main News TSMC's Advanced Packaging Demand Surges Demand for TSMC's advanced packaging services is surging, supported by AI-related orders from the Middle East and Apple's WMCM. This reflects strong semiconductor demand from AI and key c...

Main News Nvidia is reportedly developing a low-cost AI chip for China. This is to circumvent U.S. export restrictions and may cut prices by 30% by not using TSMC's CoWoS or HBM. The new chip is expected to be the Nvidia RTX PRO 6000D (B...

Main News NVIDIA 's Blackwell GPU Achieves Record Token Speed NVIDIA's Blackwell GPU has reportedly achieved a record token speed of over 1,000 TPS using Meta's Llama 4 Maverick. This represents a significant advance in AI compute perfor...

Main News U.S . Maintains AI Chip Regulations Against China and Nvidia's Reaction The U.S. has rejected Nvidia's request for relaxation and reiterated its policy of maintaining its AI chip regulations against China, which Nvidia CEO Jens...

Main News NVIDIA' s Sharp Drop in Chinese Market Share and Dependence on TSMC Due to U.S. export restrictions, NVIDIA's share of the Chinese market has dropped significantly to 95 %から50%. Huawei has seized this situation and NVIDIA is ...

Main News Continued AI Demand and Increased Response from Major Companies The AI boom has reportedly led to a surge in DRAM prices and increased demand for data center interconnects; high demand for NVIDIA's GB300 and expectations for AI...

Main News Xiaomi confirms 3nm SoC and announces $6.9 billion investment in chip development over the next 10 years.It is a huge investment in cutting-edge semiconductor technology by major Chinese smartphone makers. Rambus announces next...

Main News Tokyo University of Science improves power efficiency with multiply-and-accumulate parallelization technology for AI semiconductors This is an important domestic technological development to improve the performance of AI semico...

Main News GlobalWafers began operating an advanced silicon wafer plant in the U.S., significantly increasing its investment in the U.S. This represents a major move by a major company to diversify its semiconductor supply chain geographi...