Semi-Biz Transformation Advisor– tag –

Introduction. The week of September 14-20, 2025, also saw particularly noteworthy developments in the field of artificial intelligence (AI), including OpenAI's GPT-5-codex release, Google's Gemini browser integration, and the rise of a n...

Main News 1. strategic alliance between NVIDIA and Intel: joint development of AI infrastructure and PC products NVIDIA and Intel have entered into a partnership to jointly develop AI infrastructure and personal computing products. The a...

Main News 1. NVIDIA's $5 Billion Investment in Intel and Its Impact on the Semiconductor Industry NVIDIA plans to invest $5 billion in Intel's CPU-GPU collaboration to include NVIDIA's RTX GPUs in new x86 SoCs. DIGITIMES analysts assess ...

Introduction. A series of breakthrough innovations announced in the first two weeks of September 2025 have the potential to bring not just technological advances, but fundamental change to the manufacturing industry. This blog will provi...

Main News SMIC Begins Testing Domestically Produced Lithography Equipment to Avoid U. S. Sanctions Chinese semiconductor giant SMIC has begun testing domestically produced immersion DUV lithography equipment in an effort to avoid sanctio...

Main News Demand for TSMC 's 2nm process is expected to outpace 3nm and production ramp-up is expected to accelerate. Apple is also preparing four 2nm chipsets in 2026, at least two of which will feature advanced packaging technology. Th...

Main News NVIDIA' s Promotion of SOCAMM2 and Its Impact on Korean Memory Companies NVIDIA is promoting the adoption of its next-generation memory technology, SOCAMM2, which is expected to greatly benefit major Korean memory companies suc...

Main News 1. Samsung to Start Mass Production of Exynos 2600 Using 2nm GAA Process Samsung plans to start mass production of Exynos 2600 chips using the most advanced 2nm Gate-All-Around (GAA) process technology by the end of September. ...

Main News SK Hynix Completes Development of World's First HBM4 and Enters Mass Production SK Hynix has completed development of the world's first HBM4 and entered mass production, aiming for approval from NVIDIA, an important step that w...

Main News OpenAI Signs $300 Billion Project Stargate Deal with Oracle to Build Next-Generation AI and Cloud Infrastructure OpenAI has signed a $300 billion "Project Stargate" deal with Oracle to build next-generation AI and cloud infrast...