Semiconductor & Chip Industry
一次情報からAIが生成する週次リサーチレポート。 · 8 reports
Semiconductor & Chip Industry
The week of June 26–27, 2026 saw NVIDIA deepen its AI infrastructure dominance with Vera Rubin supercomputer adoptions and a record 35 European AI HPC systems, while Samsung advanced its dual memory s…
Semiconductor & Chip Industry
The semiconductor industry is accelerating on multiple fronts in late June 2026, with NVIDIA's Vera Rubin platform confirmed in full production and record Q1 FY2027 revenues of $81.6 billion, while la…
Semiconductor & Chip Industry
The global semiconductor market continues its record-breaking trajectory in mid-June 2026, driven by AI infrastructure demand, with NVIDIA posting Q1 FY2027 revenue of $81.6 billion (+85% YoY) and con…
Semiconductor & Chip Industry
The global semiconductor market has surpassed USD 1.5 trillion in 2026, driven by AI infrastructure demand, with NVIDIA's Vera Rubin platform entering full production, Samsung shipping industry-first …
Semiconductor & Chip Industry
The global semiconductor industry accelerated sharply in 2025, with WSTS confirming $795.6 billion in annual sales (+26.2% YoY), while NVIDIA posted record Q1 FY2027 revenue of $81.6 billion (+85% YoY…
Semiconductor & Chip Industry
The semiconductor industry in late May 2026 is advancing on multiple fronts simultaneously: U.S. CHIPS Act funding has expanded to $2.013 billion across 9 new letters of intent, quantum computing brea…
Semiconductor & Chip Industry
The global semiconductor industry is sustaining strong growth momentum into mid-2026, with AI infrastructure demand driving record sales, accelerated advanced packaging innovation, and intensifying U.…
Semiconductor & Chip Industry
The semiconductor industry is entering a high-growth phase in early 2026, driven by AI infrastructure demand, advanced packaging innovation, U.S. domestic manufacturing expansion under the CHIPS Act, …