Semi-Biz Transformation Advisor– tag –

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...

Main News TSMC Posts 33.8% Sales Growth in August - AI Demand and Profit Margin Pressure Affect Outlook TSMC recorded a 33.8% year-over-year sales increase in August, with AI demand driving growth. However, the company is also seeing pre...

Main News 1. Apple announces iPhone 17 series, with a special focus on the thinnest model, the iPhone Air Apple announced the iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the iPhone Air, Apple's thinnest smartphone ever at 5.6mm thic...

Main News Samsung Considers Purchasing New ASML High NA EUV to Close the Gap in 2nm Race with TSMC Samsung is reportedly considering purchasing ASML's latest High NA EUV lithography equipment in anticipation of increased competition from...

Main News The Rise of Chinese Semiconductor Equipment Makersand International Competition Chinese semiconductor equipment makers are rapidly emerging and eroding Japanese market share while threatening U.S. dominance. SiCarrier, a domest...

Main News OpenAI and Broadcom to jointly develop and mass-produce custom AI chips, receiving huge orders OpenAI is jointly developing custom AI chips with Broadcom, with mass production scheduled to begin in 2026 . Broadcom has reportedl...

Main News NVIDIA's Next-Generation AI Chips Enter Final Pre-Production Stage at TSMC JPMorgan reports that all six of NVIDIA's next-generation Vera Rubin series AI chips have entered the final pre-production stage at TSMC. As the AI mark...

Main News Resonac and 27 Other New Japanese, U. S., and Singapore Companies Establish "JOINT3" Consortium for Next-Generation Semiconductor Packaging Resonac and 27 other companies from Japan, the United States, and Singapore have establ...

Main News U.S . Semiconductor Export Restrictions to China Stripped of Exemption Exemptions for Samsung and SK Hynix The United States has stripped Samsung and SK Hynix of their exemption exemptions for semiconductor equipment exports to...