According to industry sources, more cloud service providers (CSP) are building their own AI chips, which benefits Taiwan-based ASIC service and silicon IP providers.
Samsung Electronics is actively expanding its 4nm foundry customers. It's reported that VisioNexT, a subsidiary of the Hanwha Group, will place orders with Samsung to manufacture...
IC backend houses such as Chunghwa Precision Test Tech (CHPT) and Sigurd Microelectronics have seen customers stepping up their pace of orders for high-end testing used mostly for...
Samsung Electronics recently inaugurated the "Next-Generation Process Development Lab" to spearhead the development of "killer-grade" technologies for the semiconductor industry over...
Following the US tightening its controls on exports of high-end AI GPUs to China in October 2023, Chinese companies are turning to homegrown AI chips to build their computational...
As a result of robust sales of its high bandwidth memory (HBM), SK Hynix's DRAM market share surged to a new peak of 35% in the third quarter of 2023, according to research firm Omdia,...
Phase II of the China Integrated Circuit Industry Investment Fund (CICF), or the so-called "Big Fund," has announced an investment of 5.88% shares in Tsing Micro, boosting the company's...
Despite the heightened chip ban on China imposed by the US in October 2023 making it more difficult for American chipmakers to find ways to evade export controls, recent news reports...
As US export control pressure on advanced AI chips mounts, Chinese Large-Language Model (LLM) operators start to turn to domestic options to secure hardware supplies. Huawei, as expected,...
The market believes escalating restrictions imposed by the US on AI chip shipments to China will detrimentally affect US chip vendors Advanced Micro Devices (AMD), Intel, and Nvidia;...
The Biden Administration surprised the market by accelerating the implementation of the AI chip ban. Besides Nvidia, which in an SEC filing said that the new US export restrictions...
AI chips and co-packaged optics (CPO) will stimulate demand for advanced packaging in 2024, during which the semiconductor industry is expected to rebound.
On October 24th, Nvidia disclosed in a document submitted to the US Securities and Exchange Commission (SEC) that the 30-day notice period for the 2023 export controls update by the...
