Monthly Archives: January 2024

[News] NVIDIA and AMD Clash in AI Chip Market, as TSMC Dominates Orders with Strong Momentum in Advanced Processes

In the intense battle of AI chips between NVIDIA and AMD this year, AMD’s MI300 has entered mass production and shipment 1H24, gaining positive adoption from clients. In response, NVIDIA is gearing up to launch upgraded AI chips. TSMC emerges …

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[News] Intel Secures First High-NA EUV Equipment, Threatening TSMC’s Position?

Intel recently announced that it has acquired the market’s first ASML Extreme Ultraviolet (EUV) exposure equipment with a 0.55 Numerical Aperture (High-NA), aiming to advance its chip manufacturing technology in the coming years. In contrast, TSMC appears to be taking …

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[News] Cooling Response to NVIDIA’s Exclusive Chips for China, Lack of Interest in Downgraded Models by Customers

In order to comply with new regulations on the export of chips to the United States, NVIDIA has been consistently releasing AI chips and graphics cards tailored for the Chinese market. However, according to sources cited by The Wall Street …

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[Insights] The Panel Prices Entering Early January: Potential Price Increase for TV Panels, while Declines Expected in NB and MNT Panels

TrendForce discloses the latest panel prices for early January, with details as follows. TV Entering the first quarter of 2024, despite the onset of a demand downturn, panel manufacturers are persistently implementing large-scale production cuts and maintenance plans, aiming to …

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[News] Chinese Academy of Sciences Designs 256-Core Processor, Plans Expansion to 1,600-Core Big Chip

In pursuit of big chip technology, a team from the Chinese Academy of Sciences has designed an advanced 256-core processor system based on 16 chiplets and aims to expand this design to a 1,600-core big chip. With each new generation …

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