Semi-Biz Transformation Advisor– tag –

summary During the week of July 13-July 19, 2025, we extracted news on the application of artificial intelligence (AI) in the manufacturing industry. A series of important announcements and demonstrations were made that will shape the fu...

Main News Japan's Rapidus has started 2nm chip prototyping and aims for volume production in 2027. This is an important milestone in the revival of Japan's semiconductor industry, which aims to catch up with TSMC and Samsung. TSMC accele...

Main News TSMC 's Strong Performance and Strategic Expansion TSMC reported significant profit growth in the second quarter of 2025, driven by demand for 3nm and 5nm chips; raised its 2025 USD revenue growth forecast to 30%, achieved $1 t...

Main News NVIDIA H20 Export Lifting and Increased U.S.-China Competition The U.S. has lifted its ban on NVIDIA's H20 AI chip exports to China in an effort to counter Huawei's rising influence. As a result, AMD and NVIDIA AI chip sales ar...

Main News NVIDIA Resumes H20 Chip Exports to China, Announces New GPU, and AMD's Entry into the Chinese Market With the Trump Administration's policy shift, NVIDIA has resumed exports of H20 chips to China and announced its RTX 6000D for...

Main News Global Semiconductor Market Remains Strong Global semiconductor sales increased 19.8% y/y in May 2025, marking the 19th consecutive month of y/y growth Driven by demand for AI chips and pre-tariffs, the market is expected to ex...

Main News NVIDIA Expected to Replace Intel as Israel's Largest Tech Employer with Massive AI Campus NVIDIA is expected to build a massive AI campus in Israel and replace Intel as the country's largest technology employer. This marks NVID...

July 6-12, 2025, saw a series of groundbreaking developments in the field of AI in the manufacturing industry. The week was especially highlighted by major investments in industrial AI platforms, the rapid growth of the autonomous mobile...

Main News TSMC Withdraws from GaN Business TSMC's decision to withdraw from its GaN (gallium nitride) business has had an unexpected impact on customers such as BYD. This signals a shift in TSMC's business portfolio strategy. TSMC Plans ...

Main News NVIDIA has reached a market capitalization of $4 trillion, a historic milestone that demonstrates the AI chip sector's central role in technology hegemony. This highlights once again the growth of the AI market and NVIDIA's dom...