Semi-Biz Transformation Advisor– tag –

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...

Global Market Driven by AI and Semiconductors: Intensifying Technological Hegemony and Supply Chain Restructuring Introduction: AI and Semiconductors Frenzy, Market's Main Battleground is "Next Generation September 2025 is notable as a p...

Introduction. Here is a summary of key artificial intelligence (AI)-related news and its impact on manufacturing during the week of September 21-27, 2025, from the release of new OpenAI features to improvements in Google's Gemini 2.5 mod...

Main News TSMC to Bring Forward Production of Leading-Edge Node A16 in Arizona by One Year TSMC expects to bring forward the start of production of the leading-edge node A16 (1.6nm) at its third fab in Arizona to 2027, one year earlier t...

Main News India is accelerating its ambitions to strengthen its semiconductor supply chain and chip development by deepening cooperation with Taiwan and setting record domestic investments and tight deadlines. This demonstrates the India...

Main News AMD's Instinct MI450X Impact on NVIDIA Rubin Chip Design AMD's Instinct MI450X has reportedly prompted NVIDIA to redesign its upcoming AI chip, Rubin, as a competitor. This has forced NVIDIA to make adjustments to Rubin, includ...

Main News Intel and Apple Explore Negotiations for Pot ential Investment Intel is reportedly in early talks with Apple about a potential investment in an effort to revive its foundry division. The negotiations are seen as key to Intel st...

Main News 1. NVIDIA to invest heavily in OpenAI and build AI data center NVIDIA is reportedly planning to invest up to $100 billion in OpenAI to build a 10 GW AI data center. This massive deal is seen as a strategic move by NVIDIA to con...

Main News 1. NVIDIA and OpenAI form strategic alliance to build AI data center worth up to 15 trillion yen NVIDIA and OpenAI have formed a strategic alliance and announced plans to invest up to 15 trillion yen ($100 billion) to build a m...