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。 · 16 reports
Semiconductor & Chip Industry
Week of August 3–10, 2026 saw the semiconductor industry receive its most definitive market validation yet — WSTS confirmed the global market doubled in H1 2026 to $702 billion with memory up 305% — w…
Semiconductor & Chip Industry
The week of July 27–August 2, 2026 was defined by the deepening of Korea's AI semiconductor ecosystem commitments (NAVER/SK/Hyundai/KAIST with NVIDIA), Samsung's record Q2 financial results alongside …
Semiconductor & Chip Industry
July 2026 marked a historic inflection point for the semiconductor industry, with AI infrastructure investment reaching multi-trillion-dollar scale through landmark partnerships (Samsung-Broadcom $200…
Semiconductor & Chip Industry
Week 4 of July 2026 was defined by an unprecedented concentration of multi-hundred-billion-dollar AI semiconductor infrastructure commitments — Samsung-Broadcom ($200B+ MOU), SK-NVIDIA ($500B+), and N…
Semiconductor & Chip Industry
Week 3 of July 2026 saw the semiconductor and AI chip industry accelerate on multiple fronts simultaneously: NVIDIA executed its largest single-week platform expansion in Japan anchoring a national ph…
Semiconductor & Chip Industry
Global semiconductor sales posted back-to-back monthly gains (11% in April, 9.2% in May 2026), while breakthrough research in lateral HBM stacking and 2D-material transistors signals an architectural …
Semiconductor & Chip Industry
The semiconductor industry this week is defined by structural AI-driven demand expansion across compute, memory, and manufacturing — with NVIDIA deepening platform lock-in into capital markets financi…
Semiconductor & Chip Industry
The semiconductor industry entered a historic inflection point in June 2026, with global sales approaching the $1 trillion milestone, NVIDIA's Vera Rubin platform entering full production, and AI-driv…
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, …