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Author Archives: TrendForce
[News] NVIDIA Reportedly Developing Tailored Version of the Blackwell Series for Chinese Market
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 …
Posted in IC Design, Semiconductors
Tagged AI chip, B200, China, export restriction, Nvidia, US
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[News] U.S. Reportedly Enhancing Chip Export Restrictions to China, while NVIDIA’s H20 Might Get Banned
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. …
[News] To Win Chip War and Advance in Next-gen Tech, Securing Taiwan’s Semiconductor Would be Top U.S. Priority
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 …
Posted in IC Manufacturing, Package&Test, Semiconductors
Tagged China and US trade war, Trump, TSMC
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[News] China-US Chip War Escalated as YMTC Sues Micron for Patent Infringement
According to a previous report from Bloomberg, Chinese 3D NAND Flash giant YMTC recently filed a lawsuit against American memory giant Micron in California, accusing Micron of infringing on 11 of its patents related to 3D NAND Flash and DRAM …
Posted in DRAM, NAND Flash, Semiconductors
Tagged 3D NAND, China, DRAM, memory, Micron, US, YMTC
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[News] Chinese Firms Stockpile Chips Amid Geopolitics; TSMC Sees Rush Orders
As geopolitical tensions rise, a significant increase in orders from China for TSMC was seen last quarter. According to a report from Economic Daily News, as the U.S. presidential election countdown continues, both party candidates agree on expanding semiconductor export controls …