Monthly Archives: July 2024

[News] Chip Supply in Shortage, SEMI Calls for Standardization in Back-end Processes

Posted on 2024-07-23 by TrendForce

As TSMC and other major chip manufacturers compete for AI business opportunities, chip production capacity is unable to keep up with demand. Industry sources cited in a report from NIKKEI claimed that the slow expansion of high-end chip production capacity is due …

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[News] Intel Suspended Investment in French and Italian Chip Plants

Posted on 2024-07-23 by TrendForce

Recently, after reporting a loss of USD 7 billion in its manufacturing business for 2023, Intel stated that its investment in France and Italy could not be realized for the time being, which is worth several billion euros and can …

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[News] NVIDIA Reportedly Developing Tailored Version of the Blackwell Series for Chinese Market

Posted on 2024-07-23 by TrendForce

According to sources cited in a report from Reuters, NVIDIA is said to be planning to design a new flagship AI chip tailored for the Chinese market, which will still comply with current U.S. export control regulations. NVIDIA, the global …

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[News] U.S. Reportedly Enhancing Chip Export Restrictions to China, while NVIDIA’s H20 Might Get Banned

Posted on 2024-07-22 by TrendForce

According to a report from Tom’s Hardware, the U.S. is considering implementing new trade sanctions on China, looking to limit China’s access to advanced AI chip technology. This could result in a ban on NVIDIA’s HGX-H20 AI GPUs to China. …

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[News] To Win Chip War and Advance in Next-gen Tech, Securing Taiwan’s Semiconductor Would be Top U.S. Priority

Posted on 2024-07-22 by TrendForce

As former U.S. President Trump has brought up the topic that Taiwan should pay for protection, raising concerns on cross-strait issues at the same time, Taiwan’s semiconductor industry and its foundry leader, TSMC, have once again draw market attention. Some …

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