Semiconductors


2024-07-03

[News] Rise of the Non-NVIDIA Alliance Benefits Taiwanese ASIC Manufacturers

While NVIDIA is likely to face accusations from the French antitrust regulators, the Non-NVIDIA Alliance like the UALink (Ultra Accelerator Link) Alliance and the UXL Foundation are reportedly launching a counterattack, significantly increasing their efforts in developing specialized ASICs. Accor...

2024-07-03

[News] Memory Market Recovery is Near, as Winbond Expects a Good Year in 2025

According to a report from Commercial Times, Arthur Chiao, Chairman of Winbond, stated that this upward market cycle for the memory sector has arrived on time. Reportedly, customers are not worried about shortages, and all products made by Winbond will sell well all year round, boosting the momentum...

2024-07-03

[News] HBM and Advanced Packaging Expected to Benefit Silicon Wafer

As artificial intelligence (AI) technology enjoys rapid advances, the demand for AI chips is skyrocketing, driving continuous improvements in advanced packaging and HBM (High Bandwidth Memory) technology, which is expected to benefit the silicon wafer industry. Recently, Doris Hsu, the Chairperso...

2024-07-03

[News] Chip War Escalates: China to Enforce State Ownership of All Rare Earth Materials in October

The chip war between the U.S. and China keeps escalating, as China’s new regulation would reportedly take effect soon. This time it has a new target - rare-earth materials. According to the reports from Nikkei and Tom’s Hardware, the new regulation would be effective on October 1, asserting stat...

2024-07-02

[News] Robust Demand in AI Drives South Korea’s Chip Exports in June to Record High

On July 1st, according to a report from Reuters, the South Korea's Ministry of Trade, Industry and Energy has announced that exports had grown for the ninth consecutive month in June. The sustained and even increasing demand for chips overseas led to a record high in chip export value for June. Thi...

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