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🟧 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
企業分析
企業分析

🟧 Denso to launch “integrated mobility computer” equipped with proprietary SoC in 2029 – mass production of next-generation car brains at unmanned factory

Denso's new "Integrated Mobility Computer" is a strategic product that combines vehicle intelligence with energy efficie...
2025.11.04
企業分析
企業分析

🟧 Intel considers acquiring AI chip emerging “Samba Nova” to compete with NVIDIA by acquiring its own architecture

Reports that Intel is considering acquiring AI semiconductor startup "Sambanova Systems" indicate that the company is tr...
2025.11.03
企業分析
企業分析

🟧TSMC Kumamoto officially starts construction of its second plant and expands to mass production of 6nm, with a total investment of 3.4 trillion yen

JASM, a subsidiary of TSMC, has signed a site agreement with Kikuyo Town, Kumamoto Prefecture for the location of its se...
2025.10.27
企業分析
企業分析

🟧 Alibaba reduces GPU usage by 82% ‘Aegaeon’ technology changes AI operating costs

Alibaba Cloud's new technology "Aegaeon" successfully reduced the number of GPUs required for AI inference, representing...
2025.10.23
企業分析
企業分析

🟧 Automotive to “chiplet”: imec, GF, Infineon, and others jointly develop next-generation automotive semiconductors

As automotive semiconductors become increasingly complex, major players such as GlobalFoundries and Infineon are partici...
2025.10.21
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