Semi-Biz Transformation Advisor– tag –

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...

Main News Samsung to Compete with NVIDIA-SK Hynix Alliance by Supplying HBM4 for AMD MI450 Samsung is expected to supply HBM4 memory for AMD's next-generation AI accelerator MI450. The deal is part of a larger deal with OpenAI, which wil...

Main News AMD and OpenAI's Multi-Billion Dollar Alliance Accelerates AI Competition AMD and OpenAI have announced a multi-billion dollar strategic deal. The partnership is AMD's answer to the Nvidia-Intel alliance and is analyzed to brin...

Main News AMD and OpenAI Announce Major Strategic Alliance for AI OpenAI and AMD have announced a strategic alliance and plan to deploy a total of 6 gigawatts of AMD Instinct GPUs for AI infrastructure. The partnership signals strong exp...

Main News Kioxia and Nvidia 100x Faster SSDs for Next-Generation Servers Kioxia and Nvidia have reportedly developed a technology that will make next-generation server SSDs 100 times faster than their predecessors. This advancement is as...

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Introduction. During the week of September 28-October 4, 2025, the AI industry saw a series of important news events that are important for the future direction of the industry. These developments strongly suggest that AI technology is m...

Main News OpenAIのサムスンおよびSKハイニックスとの大規模メモリ契約、AIチップ供給チェーンの変革を示唆 OpenAIは、サムスンおよびSKハイニックスと大規模なメモリ供給契約を結び、AIチップサプライチェーンの構造変化を引き起こしています。OpenAIは「...

Main News OpenAI's Stargate Project Drives DRAM Supercycle OpenAI has asked Samsung and SK hynix to supply DRAM for HBM for its large-scale AI infrastructure project, Stargate, which could reach up to 900,000 wafers per month. wafers per...

Main News OpenAI to Work with TSMC/Samsung/SK Hynix to Build AI Chip Supply Chain OpenAI CEO Sam Altman made a "secret visit" to Taiwan to contact TSMC for an extremely ambitious internal AI chip project. He also headed to Korea, where h...