News
According to Bloomberg citing sources, the US government is considering adding Chinese semiconductor companies linked to Huawei to a blacklist. This move comes after Huawei made significant breakthroughs in technology last year, indicating a potential escalation in US efforts to curb China's ambitio...
News
NVIDIA unveiled its Blackwell architecture and the touted powerhouse AI chip GB200 at GTC 2024 held in San Jose, California, on March 19th. Manufactured using TSMC's 4-nanometer (4NP) process, it is expected to ship later this year. According to a report from TechNews, TSMC's CoWoS technology com...
News
Following NVIDIA's launch of the new computing platform GB200, as per a report from Commerical Times, Taiwanese supply chain players including Quanta, Pegatron, Wiwynn, Wistron, Gigabyte, and Foxconn’s subsidiary Ingrasys have showcased their solutions and related cooling technologies based on the...
Insights
DRAM Spot Market: The spot market has not changed noticeably from the previous week and still lacks significant demand momentum. Therefore, spot prices of DDR4 and DDR5 chips have maintained a mostly flat to slightly downward trend. Module houses also hold a conservative demand outlook, so they h...
News
As TSMC and Intel slow down their plans for building fabs in the United States, the supply chain, according to a report from Nikkei Asia, is also said to delay in following suit, with semiconductor material suppliers like Topco Scientific, LCY Chemical, and Chang Chun Group among those named. Per...