Semiconductors


2024-04-30

[News] Rumored Sharp Drop in H100 Server Black Market Prices in China Raises Concerns Over Market Stability

The recent rapid downturn in the black market prices of AI servers equipped with NVIDIA's highest-tier AI chip, the H100, in China, has attracted attention, as per a report from Economic Daily News. This fluctuation, triggered by US sanctions, has reportedly prompted concerns about its impact on ove...

2024-04-30

[News] NVIDIA’s H100 Chip Heat Declines, CoWoS Capacity Eases

NVIDIA's upcoming next-generation high-end AI chip, the H200, is on the horizon. As per a report from Economic Daily News, currently, the mainstream high-end H100 chip has seen a decline in demand, putting an end to the previous state of supply shortages. As per the same report, Taiwanese contra...

2024-04-30

[News] Semiconductor Giants Continue to Invest in EUV Lithography Machine

As the competition in advanced semiconductor chip manufacturing industry heats up, EUV lithography machine has been sought after by the market, attracting great attention across the industry. Currently, Intel has taken the lead by purchasing ASML's High-NA EUV lithography equipment and announced ...

2024-04-30

[News] Intel’s Advanced Packaging Capacity Tightens, Affecting its AI PC Processor Supply in Q2

Per a report from TechNews, during Intel's earnings call last week, CEO Pat Gelsinger stated that the supply of Core Ultra processors in the second quarter is limited due to insufficient wafer-level assembly capacity. Gelsinger mentioned in the meeting that with the increasing demand for AI PCs ...

2024-04-29

[News] Strengthening Controls on Semiconductor Equipment Exports to China, Japan Reportedly Tightens Export Control Measures Further

Japan is reportedly planning to expand export restrictions on four technologies related to semiconductors or quantum computing, as per a report from Bloomberg. This move is said to represent the latest initiative in global efforts to control the transfer of strategic technologies. The same report...

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