JSR × IBM Alliance Signals Japan’s AI – Driven Materials Reinvention
Spot On November 4, 2025, JSR Corporation and IBM Japan announced a new joint research program that applies…
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Qualcomm Takes Aim at Data Centers with AI200 and AI250 — A New Front in the AI Chip Efficiency War
Spot Qualcomm has officially entered the AI infrastructure arena with the launch of AI200 and AI250, two new…
Read MoreIndia’s 7nm Leap: IIT Madras and the National Triple Framework Redefine AI Semiconductor Ambition
The National “Triple Framework” Project Led by IIT Madras India is taking another major step toward semiconductor independence.…
Read MoreSamsung Hits 90% Yield in HBM4 Logic Die — The Race for AI Memory Supremacy Accelerates
Samsung Electronics has achieved a major milestone in the race for next-generation AI memory. Its HBM4 logic die,…
Read MoreTaiwan’s “AI New Ten Major Constructions”: Building a Silicon Photonics Hub in Kaohsiung
Spot The Taiwanese government has launched a new national initiative called “AI New Ten Major Constructions.” Its main…
Read MoreSamsung’s 2nm Breakthrough: How Korea Is Narrowing the Gap with TSMC
As of October 2025, Samsung is entering the decisive stage of preparing for next-generation 2-nanometer (nm) system semiconductor…
Read MoreKAIST’s PIMBA Chip: Korea’s Breakthrough Memory-Inside AI Architecture
Spot: Korea’s KAIST broke the memory bottleneck by bringing computation into the memory itself. Pulse: In the Post-Transformer…
Read MoreAI Semiconductors at a Turning Point: ASIC and HBM Redefine Performance
The Current Landscape and Strategic Direction of the Global AI Chip Industry The global AI semiconductor market in…
Read MoreAI Semiconductor Supply Chain at a Crossroads: How the U.S.–China Trade War 2.0 Redefines Global Manufacturing
Spot: Washington is broadening export restrictions from hardware to software, while Beijing is countering with licensing regimes and…
Read MoreChina Tightens Grip on Battery Exports — Full-Chain Control Arrives
The Bottom Line Spot: Beijing has introduced a sweeping export-licensing system for lithium-ion batteries, their materials, manufacturing equipment,…
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