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Monday 9 December 2024
Fujifilm expands CMP polishing agent production to meet AI chip demand
Fujifilm is expanding its chemical-mechanical planarization (CMP) polishing agent production in Japan to meet the rising demand for AI chips in Asia. This expansion will increase...
Tuesday 3 December 2024
Arm aims beyond semiconductors, targeting AI hardware, software, ecosystem
Arm CEO Rene Haas has openly expressed his aspirations for AI, envisioning that all future AI applications will run on Arm technology in some form. This strategic shift suggests that...
Monday 2 December 2024
DeepX AI chip achieves up to 90% yield with Samsung's 5nm process
South Korean AI chip startup DeepX is in the final stages of preparation for its first mass-produced chips. Through Samsung Electronics' foundry division, the company has achieved...
Wednesday 27 November 2024
US ban expansion may stifle China's AI chip ambitions
Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade...
Tuesday 26 November 2024
Chinese firms react to TSMC chip supplies halt and escalating US tension
TSMC has halted providing advanced AI chips at 7 nanometers and below to Chinese customers, highlighting mounting challenges for China's semiconductor industry. The suspension follows...
Tuesday 26 November 2024
Huawei presses ahead with AI chip plans despite yield concerns
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
Monday 25 November 2024
The 7nm chip sanctions on China: impact on large-scale chips, CoWoS processes
On November 8, news broke that China's 7nm chip manufacturing supply was cut off, prompting major foundries like TSMC and Samsung Foundry to remain silent. However, recent reports...
Monday 25 November 2024
Weekly news roundup: Trump's return casts shadow over TSMC's AI chip expansion
Semiconductor Week in Review (Nov 17 - 23):
Wednesday 20 November 2024
China's chip advances stall as US curbs hit Huawei AI product
Huawei's ambitions to create more powerful chips for AI and smartphones have hit major snags because of US sanctions, stalling a major Chinese effort to match American technology.
Wednesday 20 November 2024
South Korea delays national supercomputer launch to 2026 amid AI chip shortage
South Korea's struggle to obtain AI chips has stalled its national supercomputer project, raising concerns about its ability to stay competitive in global scientific and technological...
Thursday 14 November 2024
ASML maintains bullish 2030 outlook on AI-driven demand
ASML Holding NV, the Dutch maker of advanced chip-making machines that are critical to global supply chains, reaffirmed its long-term revenue outlook as it bets on an artificial intelligence-driven...
Wednesday 13 November 2024
Apple may seek Foxconn's global capacity for AI servers
The rise of ChatGPT and other AI applications has driven IT companies to develop their own AI chips and servers, to meet the growing needs of both cloud-based services and edge devices...
Tuesday 12 November 2024
Five key impacts of TSMC's 7nm AI chip sales halt to China
TSMC has reportedly notified Chinese customers that shipments of AI-related chips made with 7nm or below processes will be halted. Additionally, any AI chip projects initiated after...
Monday 11 November 2024
US directive halts TSMC's sub-7nm supply to China; Samsung, SMIC may fill gap amid AI funding and capacity strain
On November 11, 2024, TSMC reportedly suspended its sub-7nm process services to China's AI and GPU chipmakers following the Huawei "chip controversy," triggering widespread industry...
Monday 11 November 2024
TSMC to reportedly suspend sub-7nm chip supplies to China
Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease...