Semi-Biz Transformation Advisor– tag –

Main News Nvidia Requests Samsung to Increase HBM4 Production, Samsung Clears HBM4 Inspection Nvidia has requested that Samsung increase HBM4 production, and Samsung has reportedly cleared Nvidia's HBM4 inspection. This indicates Samsung...

Overview: A week of mixed temperatures in model evolution, regulatory implementation, and capital markets In mid-August, the post-GPT-5 launch evaluation and next-generation roadmap, the penalty triggering phase of the EU AI Act, adjustm...

Main News U.S. Government Takes Large Stake in Intel, Conditions for Sale of Foundry Business The U.S. government has approved $8.9 billion for the acquisition of Intel stock, giving it a 9.9% stake in lieu of a subsidy. Measures have al...

Main News Google Switches to TSMC for Pixel 10 and Tensor G5 Chips Google has announced that it will switch from Samsung to TSMC's N3P process for manufacturing its upcoming Pixel 10 smartphone and its Tensor G5 chip. This represents a m...

Main News U.S . CHIPS Act and Equity Requirements The U.S. government is reportedly considering equity acquisitions for major recipients such as Samsung and TSMC, following Intel, under the CHIPS Act, which provides semiconductor manufac...

Main News Major Investment in Intel and Government Support The SoftBank Group will invest $2 billion in Intel to strengthen ties in the U.S. semiconductor field. In addition, the U.S. government is also considering acquiring a 10% stake ...

Main News Trump Administration Considering Investment in Intel The Trump administration is considering acquiring a 10% stake in Intel, which, if realized, would make it the company's largest shareholder. The move is reportedly intended t...

Main News Trump warns on semiconductor tariffs (up to 300% possible): Trump has announced that he may impose tariffs of up to 300% on semiconductor products manufactured outside the US. The tariffs, which could take effect by the end of ...

The second week of August (8/10-8/16) was a week in which the "reality" of generative AI was once again confronted: the pros and cons of OpenAI's GPT-5, the strengthening of Anthropic's policies, NVIDIA's announcement for robotics, the p...

Main News Trump warns on semiconductor tariffs (up to 300% possible): chip stocks generally fell after Trump announced that he may impose tariffs of up to 300% on semiconductor products produced outside the US. This could be a policy shi...