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Monthly Archives: September 2024
[News] China Bypasses Restrictions to Acquire NVIDIA Chips, with Cloud Service Costs Even Lower Than in the U.S.
Despite U.S. export controls aimed at preventing Chinese companies from acquiring advanced AI chips, small cloud service providers in China have reportedly found ways to obtain NVIDIA’s A100 and H100 chips. The cost of renting cloud services in China is …
Posted in Semiconductors
Tagged A100, China, H100, Nvidia, Supermicro, US, US sanction
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[News] Showing Positive Progress, TSMC’s Arizona Fab Reportedly Reaches Production Yields on Par with Taiwan
As per a report from Bloomberg citing sources, it’s pointed out that TSMC’s first US fab in Arizona began producing engineering wafers using the 4nm process in April, with yields reportedly comparable to those manufactured in its Southern Taiwan Science Park facility, …
[News] Intel Reportedly Outsources All Sub-3nm Process Production to TSMC
Intel has outsourced the production of its Lunar Lake processors to TSMC. According to a report from Commercial Times, due to recent setbacks in Intel’s wafer foundry business, the company has decided to outsource all sub-3nm process manufacturing to TSMC. …
Posted in Semiconductors, Wafer Foundries
Tagged AMD, Broadcom, Intel, Lunar Lake, TSMC, wafer foundry
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[News] Netherlands Expands Export Control over ASML’s Two DUV Machines, Effective on September 7th
In late August, it is said that the Netherlands mulls to ban ASML, the country’s semiconductor equipment giant, from conducting equipment maintenance and providing related backup components in China. Now the latest regulation has been revealed, as the Dutch government …
[News] Key Economic Indicators to Watch in the Week ahead: China, US CPI and More
Last week, a series of U.S. employment data fueled concerns about a potential economic recession, causing the S&P 500 to drop 4.2%, marking its worst weekly performance since January 2022. U.S. 2-year and 10-year Treasury yields fell, reflecting market expectations …
Posted in Macroeconomics
Tagged Canada, China, CPI, Euro Area, Nonfarm Payroll, PMI, United States
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