2025-09

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企業分析

🟧 ROHM and Infineon to standardize packaging with SiC power semiconductors – for the EV and AI markets

ROHM and Infineon have announced a new collaboration to diversify procurement risk and meet growing demand by sharing Si...
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🟦 Intel Requests Investment from TSMC, Biggest Competitor – A New Era of Semiconductors Where Cooperation and Competition Intersect

Reports that Intel has approached its biggest rival, TSMC, to invest or partner with are significant developments that s...
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🟦 The Ministry of Economy, Trade and Industry supports up to 536 billion yen to Micron’s Hiroshima plant to support mass production of advanced DRAM in the AI era

The Japan government has decided to provide large-scale support to Micron's Hiroshima plant, and it has become clear tha...
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🟦 India’s First Full-Scale OSAT Facility, CG Semi, Commences Operations in Sanand

CG Semi has taken a major step towards domestic semiconductor sovereignty by opening India's first full-scale OSAT facil...
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🟦MCNEX Invests Over 2.7 Billion Yen in India – Entering the Next-Generation Mobility Market with ADAS and Automotive Semiconductor SiP

MCNEX is setting up anew base in India to build a new axis for entering the European market and growing sales by full-sc...
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🟦 Prime Minister Ishiba meets with Qualcomm CEO to strengthen collaboration between AI semiconductors and robotics

Thecooperation between the Japan government and Qualcomm of the United States has taken shape, and the movement to utili...
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🟦 A move to fill NVIDIA’s void: Alibaba accelerates localization and cloud enhancement at the same time with “inference-specialized” AI chips

In response to the risk of dependence on NVIDIA caused by U.S. export restrictions, Alibaba is trying to improve the com...
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🟦SK hynix Launches World’s First 321-Layer QLC NAND to Lead the High-Capacity SSD Market in the AI Era

SK hynix has started mass production of the industry's first 321-layer QLC NAND, and is trying to open up an era of high...
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