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🟧Socionext begins development of AI SoC adopting TSMC’s 1.4nm “A14”, laying the foundation for capturing the next-generation AI data center market

Socionext's launch of a technology demonstration of an AI data center SoC using TSMC's cutting-edge A14 (1.4nm generatio...
2026.07.11
企業分析
企業分析

🟧 Qualcomm acquires AI software company Modular for about $3.9 billion, aiming to break free from “CUDA dependence” and fully enter the data center market with OpenAI platform.

Qualcomm's acquisition of AI software company Modular was not aimed at AI semiconductors themselves, but rather at stren...
2026.06.30
企業分析
企業分析

🟧 Nexperia refreshes 1200V SiC MOSFETs with QDPAK, significantly enhancing output and heat dissipation performance with top-side cooling

The 1200V SiC MOSFET using QDPAK announced by Nexperia is drawing attention as a key product that demonstrates the shift...
2026.06.16
企業分析
企業分析

🟧Rightware Accelerates AI Cockpit Mass Production by Supporting MediaTek’s Dimensity AX C-X1 with AI-Native In-Car OS “AquaDrive AIOS 1.0”

Finnish HMI developer Rightware has achieved full compatibility with MediaTek's latest in-vehicle platform, drawing atte...
2026.06.13
企業分析
企業分析

🟧 U.S. industry groups warn of memory semiconductor shortages, AI data center demand expands risks from soaring automotive and home appliance prices

The U.S. automotive, retail, and medical device industry groups have expressed concerns about memory semiconductor short...
2026.06.11
企業分析
企業分析

🟧 MinebeaMitsumi to Invest an Additional 25 Billion Peso in the Philippines to Increase Production of Analog Semiconductors and Data Center Components Supporting the AI Era

By investing in expanding production capacity for semiconductor back-end processes and AI data center components in the ...
2026.06.10
企業分析
企業分析

🟧 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

🟧 Samsung Electronics begins shipments of the world’s first HBM4E sample, aiming to make a comeback in the next-generation memory race for AI

Samsung Electronics has begun sample shipments of the world's first HBM4E. It is being noted as an important step to cap...
2026.06.02
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
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