Introduction: A Quiet Shift Inside the AI Chip Wars The global race to dominate artificial intelligence hardware is entering a new and more complex phase. For years, NVIDIA’s GPUs were treated as the unquestioned backbone of modern AI development. That assumption is now being challenged. Google’s in-house AI semiconductor, the TPU, is stepping into the spotlight as its latest generative AI models gain recognition for performance and efficiency.

После просмотра подкаста ( Коняев - чума! ) я вроде понял, в чём минус ИИ, и провёл небольшое исследование этого вопроса. Ниже - обзорная статья, собранная из материалов сессии, которая охватывает...

Japan chipmaker taps glass display know-how to boost production efficiency 10-fold

Die PS6 steht früher in der Planung, als viele denken. Eine mögliche AMD-Fertigung bei Samsung könnte entscheidend sein, um Lieferengpässe wie bei der PS5 zu vermeiden.

에프엔에스테크는 평판디스플레이 및 반도체 장비와 부품 전문기업으로, 최근 HBM과 유리기판 신사업의 확대로 매출과 영업이익이 상승세를 보이고 있습니다 주요 고객사는 삼성전자, TSMC 등이며, 경쟁사는 DMS와 케이씨텍 등입니다. 유리기판과 CMP 패드 등의 신사업이 향후 성장을 이끌 전망이며, 안정적인 지배구조를 유지하고 있습니다 그러나 고객 의존도와 변동성 리스크가 존재합니다

Lin Pen-chien says declining birthrates and low PhD numbers limit worker cultivation | Dec. 16, 2025 17:10

半導体の台湾TSMC熊本第2工場の工事が「中断している」と指摘され始めた。第1工場が期待されたほどの成果を上げていないこともあり、地元では不安や困惑が広がっている。一方、「悪い話ではない」という声も。当初計画よりも「先端品」を製造するための“良い”見直しであれば、期待は一気に高まるだろう。公式発表が待たれる中、TSMC熊本の重要性、その成否が北海道に工場建設中の日の丸半導体・ラピダスをも左右する事...

半導体の台湾TSMC熊本第2工場の工事が「中断している」と指摘され始めた。第1工場が期待されたほどの成果を上げていないこともあり、地元では不安や困惑が広がっている。一方、「悪い話ではない」という声も。当初計画よりも「先端品」を製造するための“良い”見直しであれば、期待は一気に高まるだろう。公式発表が待たれる中、TSMC熊本の重要性、その成否が北海道に工場建設中の日の丸半導体・ラピダスをも左右する事情を探る。

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In the early hours of December 10, 2025, Japan’s northeastern coast was jolted by a magnitude 7.1 earthquake, prompting immediate tsunami warnings and

TSMC, the world's largest contract chipmaker, is considering producing artificial intelligence-related semiconductors at its Kumamoto plant in Japan.