Semiconductors


2024-01-24

[News] OpenAI Reportedly Expected to Gather with Samsung and SK Group for Deepened Chip Collaboration

Sam Altman, the CEO of OpenAI, the developer of the ChatGPT, is reportedly expected to visit Korea on January 26th. Altman may hold meetings with top executives from Samsung Electronics and SK Group to strengthen their collaboration on High-Bandwidth Memory (HBM). According to sources cited by Th...

2024-01-24

[News] New Focus in the US-China Tech War! Can China Overtake with Silicon Photonics?

The Center for Strategic and International Studies (CSIS) in the United States published a new article on the January 12th, 2024, suggesting that the new battleground in the US-China tech war could be silicon photonics technology. This technology aims to enhance transmission efficiency, reduce laten...

2024-01-23

[News] Subsidies from the U.S. Legislation “NAPMP” Potentially Expected to Cover IC Substrates

The U.S. Department of Commerce has initiated the "National Advanced Packaging Manufacturing Program (NAPMP) ," with materials and substrates being the first subsidized areas. Due to the close collaboration between IC testing and IC substrates, it is not ruled out that the IC substrate industry coul...

2024-01-23

[News] China’s Chip Equipment Imports Surge 14% to Nearly USD 40 Billion in 2023

As companies increased their investments in 2023, the Chinese semiconductor industry actively expanded, leading to a substantial increase in the import volume of China's chip manufacturing equipment. According to Bloomberg’s report citing official Chinese customs data, the import value of equip...

2024-01-23

[News] Expert Insights on NVIDIA’s AI Chip Strategy – Downgraded Version Targeted for China, High-End Versions Aimed Overseas

NVIDIA CEO Jensen Huang has reportedly gone to Taiwan once again, with reports suggesting a recent visit to China. Industry sources believe NVIDIA is planning to introduce downgraded AI chips to bypass U.S. restrictions on exporting high-end chips to China. Huang's visit to China is seen as an effo...

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