Semiconductors


2024-10-11

[News] AMD Unveils its Latest AI Accelerators MI325X and MI355X, with TSMC Emerges as the Major Beneficiary

As AMD unveiled the roadmap for its upcoming AI accelerators at Advancing AI 2024, including MI325X and MI355X, its longtime foundry partner TSMC is expected to be the major beneficiary, according to the reports by the Commercial Times and the Economic Daily News. TSMC, as AMD’s key chip making...

2024-10-11

[News] NVIDIA May Switch to GPU Socket Design with 300 Series, Likely Boosting Taiwanese Supply Chain

Rumors have been circulating recently that NVIDIA, after the shipment of GB200 in the fourth quarter, is mulling to replace the current on-board solution with an independent GPU socket design, which might benefit Taiwanese supply chain companies such as Foxconn and interconnect component supplier L...

2024-10-10

[News] Vietnam Plans to Establish Over 20 Semiconductor Plants

According to a recent article published on the Vietnam Government News website, on September 21, Prime Minister Pham Minh signed Decision No. 1018/QD-TTg, issuing Vietnam’s strategy and vision for the development of the semiconductor industry, with short-term goals until 2030 and long-term project...

2024-10-10

[News] Major Breakthroughs in China’s Storage and Silicon Photonics Chip Technologies

As the AI wave sweeps the globe, the continuous enhancement of computational power and large-scale storage capacity has become a key challenge for national infrastructure and chip companies. Recently, Chinese chip teams have achieved significant breakthroughs in silicon photonics chips and new hi...

2024-10-10

[News] Intel Shifts to TSMC for Chip Production: A Looming Threat for AMD?

Intel’s first processor using rival TSMC’s technology, the Lunar Lake, has officially launched, intensifying the competition with AMD. According to a recent report by TechNews, third-party testing has confirmed Intel’s claims: Lunar Lake is indeed the most energy-efficient x86 processor to dat...

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