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Monthly Archives: September 2023
[News] Has the AI Chip Buying Frenzy Cooled Off? Microsoft Rumored to Decrease Nvidia H100 Orders
According to a report by Taiwanese media TechNews, industry sources have indicated that Microsoft has recently reduced its orders for Nvidia’s H100 graphics cards. This move suggests that the demand for H100 graphics cards in the large-scale artificial intelligence computing …
Continuous Production Cuts by Memory Manufacturers: When Will Supply and Demand Find Balance?
Due to factors such as high inflation, sluggish demand in the consumer electronics sector, and other influences, the memory market has experienced a downturn. Major manufacturers like Kioxia and Micron began reducing capacity in the fourth quarter of the previous …
Posted in DRAM, NAND Flash, Semiconductors
Tagged DRAM, Kioxia, Micron, NAND Flash, Samsung
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[News] Vietnam’s Semiconductor Strategic Positioning by the US and South Korea
Report to Liberty Times Net, In a joint statement on the comprehensive strategic partnership between the United States and Vietnam, the two countries highlighted Vietnam’s significant potential to become a key player in the semiconductor industry. The United States expressed its …
[News] TSMC’s Second Capital Increase of $4.5 Billion in U.S. Facility
According to a report by Taiwan’s Liberty Times, Taiwan’s Ministry of Economic Affairs Investment Commission (MOEAIC) has given its approval for Taiwan Semiconductor Manufacturing Company (TSMC) to increase its investment in its Arizona subsidiary by an additional $4.5 billion, following …
[News] Baoshan Fab Slowdown May Delay TSMC’s 2nm Mass Production to 2026
According to Taiwan’s Media TechNews, Taiwan Semiconductor Manufacturing Company (TSMC) is actively building its 2-nanometer (2nm) fab, with significant investments in the northern, central, and southern regions of Taiwan. These investments include the Baoshan fab in Hsinchu, the Central Taiwan …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged 2nm, GAA, Gate-All-Around, Nanosheet, TSMC
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