In 2024, trade tensions between China and the EU have intensified. On April 10th, the European Commission updated its report on distortive economic practices in China, expanding to include new industries such as telecommunications equipment, semiconductors, railways, renewable energy, and electric v...

Memory manufacturer Micron Technology stated on April 11 that the earthquake in Taiwan on April 3 has impacted its DRAM supply, estimated to be between 4-6% (mid-single digit percentage). Micron emphasized in an 8-K filing with the U.S. Securities and Exchange Commission (SEC) that the earthquak...

According to a report from Nikkei Asia, Chinese tech giant Huawei is building a semiconductor equipment research and development center in Shanghai to navigate U.S. export controls and strengthen its chip supply chain. As per the same report from Nikkei Asia, Huawei is offering salaries double th...

The sweeping AI wave not only keeps AI chips in the market spotlight but also ushers in a new round of opportunities for the memory market. Recently, Citibank announced that SSD will replace HDD in the AI field, citing SSD's faster speed, which are more suitable for AI training. It is reported that ...

Meta Platform, parent company of Facebook, has announced its latest generation AI chip of its Training and Inference Accelerator (MTIA) on April 10th, fabricated using TSMC's 5nm process. According to a report from Commercial Times, this move is expected to reduce Meta's reliance on NVIDIA's chips ...