Semiconductors


2024-10-18

[News] Intel Steps Back from AI Race with NVIDIA, Shifts Focus to Cost-Effective Solutions with Gaudi 3

According to a report from Wccftech, Intel has stepped away from competing with NVIDIA in AI computing power and the market of training large-scale AI models. Instead, the company is now entering a less saturated segment of the AI market, focusing on its new cost-effective AI accelerator, Gaudi 3. ...

2024-10-18

[News] Intel Reportedly Aims to Raise Billions through Sale of Minority Stake in Altera

Rumors have been circulating for a while that Intel is considering to sell off its FPGA unit Altera, and later subsided as Altera reiterated that it still eyes an IPO in 2026. However, Intel’s stance of regarding Altera to be a critical part of its core business seems to waver, according to the la...

2024-10-18

[News] TSMC Reports Highest Electricity Price in Taiwan, Affecting Next Year’s Gross Margin

During the earnings call on October 17th, TSMC revealed that electricity prices for its factories in Taiwan have doubled in recent years, making them the highest among all its global operations. According to a report from CNA, TSMC stated that factors influencing next year's gross margin include ...

2024-10-18

[News] U.S. Reportedly Investigates TSMC on whether It Manufactured AI or Smartphone Chips for Huawei

After posting record high profit in the third quarter and seeing healthy growth in the next five years, TSMC may now be facing another unexpected challenge, as the U.S. Commerce Department is reportedly probing the foundry giant to determine if it has manufactured smartphone or AI chips for Huawei, ...

2024-10-18

[News] SK Hynix Scales Back CIS Operations, Shifts Focus to HBM

According to a report by ZDNET Korea, SK Hynix has scaled back its less profitable CMOS image sensor (CIS) and foundry businesses while reinforcing a strategy that focuses on high-margin high-bandwidth memory (HBM) and AI memory. Citing industry sources, ZDNET Korea noted that SK Hynix has reduce...

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