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🟧 Kioxia to invest over 450 billion yen in fiscal 2026—Former Prime Minister Ishiba inspects Yokkaichi plant, highlighting continued support for memory semiconductors in Japan

As Kioxia advances large-scale investments anticipating the expansion of memory demand in the AI era, former Prime Minis...
2026.06.05
企業分析
企業分析

🟧JEITA proposes a semiconductor strategy, promoting ‘local production for local consumption’ of Japanese-made semiconductors—strengthening the domestic foundation in the AI era through six key policies.

The semiconductor strategy proposal submitted by JEITA (Japan Electronics and Information Technology Industries Associat...
2026.05.27
企業分析
企業分析

🟧 Infineon launches next-generation power semiconductor ‘Moore4Power’ with 62 European organizations — Leading the ‘Moore Era’ through SiC, GaN, and chiplet integration

Infineon's large-scale European project, "Moore4Power," is attracting attention not just as the development of next-gene...
2026.05.26
企業分析
企業分析

🟧 Samsung to develop “Mobile HBM” for smartphones, enhancing AI performance with FOWLP and ultra-fine Cu-post

It hasbeen reported that Samsung Electronics is developing new packaging technology for next-generation HBM (Wide Band M...
2026.05.19
企業分析
企業分析

🟧 Renesas acquires Greece’s Irida Labs, accelerating its evolution into an “AI systems company” through enhanced vision AI

With Renesas Electronics' acquisition of Greek AI software company Irida Labs, the next-generation edge AI strategy inte...
2026.05.10
企業分析
企業分析

🟧 Google announces 8th generation TPU “8t/8i”, Broadcom and MediaTek are used to switch AI semiconductors to “application-specific design”

Google's separation of AI semiconductor TPUs for learning and inference, as well as the division of design partners, sho...
2026.04.28
企業分析
企業分析

🟧Japan Display (JDI) negotiates sale of Mobara plant with Micron Technology

JDI's negotiations for the sale of the Mobara plant symbolize the structural shift from the liquid crystal industry to A...
2026.04.01
企業分析
企業分析

🟧 Tower Semiconductor Completes 300mm Plant in Japan to Increase Production by Up to 4 Times – Building an “Immediate Growth Model” by Strengthening Photonics

Tower Semiconductor's plan to expand its 300mm line in Uozu in Japan by up to four times is an important move that demon...
2026.03.30
企業分析
企業分析

🟧VinFast Partners with Autobrains to Accelerate L2++ Autonomous Driving – 20TOPS AI Semiconductor Strategy Validated with VF 8 and VF 9

The fact that Vietnam's VinFast has partnered with Israel's Autobrains to deploy L2++ autonomous driving with AI semicon...
2026.02.03
企業分析
企業分析

🟧TSMC Kumamoto Plant 2 Considers Revision of Advanced “4nm” Production – Changing to Construction Sites, AI Demand Becomes Key to Policy Change

Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) is considering a shift from the originally planned 6~7 nanometers (n...
2025.12.14
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