Nvidia has announced that the White House's embargo on exporting advanced artificial intelligence (AI) chips to China will take effect earlier than anticipated, with no expected significant impact on the company's short-term earnings. On October 24th, Nvidia issued an announcement through the U.S...

As reported by Taiwanese media, there's a gradual uptick in TSMC's capacity utilization lately, accompanied by a noticeable surge in orders from TSMC's clients. Some segments of the market are showing signs of rekindled demand, hinting at a possible upswing in the semiconductor industry. Nevertheles...

As Jiwei reported, AMD, although trailing NVIDIA in AI, has recently clinched significant deals, earning the trust of two major clients, Oracle and IBM. Oracle plans to integrate AMD's Instinct MI300X AI chips into their cloud services, complemented by HPC GPUs. Additionally, as per insights from Mi...

As reported by Nikkei Asia on October 23rd, three inside sources have indicated that Vanguard International Semiconductor(VIS), a prominent semiconductor foundry, is gearing up to construct its first 12-inch wafer plant in Singapore, aiming to meet the surging demand for automotive chips. It's im...

In October 2023, Quanta revealed plans to open three new factories in California, USA, with the goal of creating state-of-the-art assembly lines for AI servers. Around the same time, Wiwynn shared its intentions to launch a server cabinet assembly plant in Johor, Malaysia, featuring advanced liquid ...