Subject


Semiconductors


2024-05-15

[News] Arm might Spin off AI Chip Division after 2025

In 2023, NVIDIA secured a large number of AI chip orders through the sale of data center GPU, making it the most prominent company in the AI field for the year. In this context, many chip design companies have been eyeing the AI chip market, aiming to seize the opportunities presented by AI developm...

2024-05-15

[Insights] Memory Spot Price Update: DRAM Price Momentum Held Back by Higher Inventory after China’s May Holiday

According to TrendForce's latest memory spot price trend report, due to relatively high level of inventories, the uptrend of DRAM spot prices is not as sharp compared with that of contract prices. Meanwhile, regarding NAND Flash prices, the spot market is not seen with much price inquiries either as...

2024-05-15

[News] As U.S. Export Restrictions Tighten, Qualcomm Reportedly Affirms Huawei May no Longer Need its Chips

According to reports from Chinese media My Drivers and Gizchina, Qualcomm is said to have confirmed that Huawei will no longer require their processors. Amidst escalating tensions between the United States and China due to trade and technology restrictions, Qualcomm's CFO reportedly confirmed th...

2024-05-15

[News] How Costly is the High-NA EUV? TSMC Reportedly Shocked, Considering Not Using the Equipment in its A16 Node

According to sources cited by a report from Economic Daily News, TSMC's A16 advanced process node might not necessarily require ASML's latest advanced chip manufacturing equipment, the High Numerical Aperture Extreme Ultraviolet Lithography (High-NA EUV), due to its expensive price. Per a report ...

2024-05-14

[News] GPU Shortage Issue for AI Eased, Followed by a New Problem

As generative AI models like OpenAI sweep across the globe, the demand for high-performance GPU has been on the rise. For instance, NVIDIA's GPU products are in tight supply and often reportedly out of stock. Industry analysis reveals that NVIDIA's high-performance GPU is manufactured by TSMC and pa...

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