Monthly Archives: November 2023

[News] Chinese NAND Flash Firms Narrow Technology Gap with Korean Competitors to Two Years with Substantial Government Support

Posted on 2023-11-23 by TrendForce

In recent years, the dynamics of the memory market have undergone significant changes, with South Korean memory giants Samsung and SK Hynix facing intense competition from Chinese firms. They are experiencing heightened competitive pressures, and the technological gap is steadily …

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[News] NVIDIA Confirms Development of “Compliance Chips” for the Chinese Market

Posted on 2023-11-23 by TrendForce

According to IJIWEI’s report, NVIDIA recently confirmed that it is actively working on new “compliant chips” tailored for the Chinese market. However, these products are not expected to make a substantial contribution to fourth-quarter revenue. On November 21, during NVIDIA’s …

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[News] EUV as a Strategic Asset in the Most Advanced Processes: Progress in Intel/TSMC/Samsung’s Adoptions

Posted on 2023-11-23 by TrendForce

Equipment is playing an indispensable role during the wafer manufacturing process. In response to market needs, the global EUV lithography supplier, ASML, has recently taken significant steps. ASML’s Bold Move: Annual Investment of EUR 100 Million in Berlin Plant As reported …

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[Insights] Microsoft Unveils In-House AI Chip, Poised for Competitive Edge with a Powerful Ecosystem

Posted on 2023-11-23 by TrendForce

Microsoft announced the in-house AI chip, Azure Maia 100, at the Ignite developer conference in Seattle on November 15, 2023. This chip is designed to handle OpenAI models, Bing, GitHub Copilot, ChatGPT, and other AI services. Support for Copilot, Azure …

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[News] Latest Financial Reports of the Global Seven Foundries – How Will the Next Stage Develop?

Posted on 2023-11-22 by TrendForce

Recently, the seven major foundries —TSMC, GlobalFoundries, UMC, SMIC, Hua Hong Semiconductor, VIS, and PSMC—have successively released their third-quarter financial reports and held performance briefings to explain the semiconductor industry’s business climate and the outlook for the next stage. Overall, …

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