Articles


2024-11-04

[News] NVIDIA CEO Jensen Huang Reportedly Asked SK hynix to Expedite HBM4 Supply by 6 Months

While introducing the industry’s first 48GB 16-high HBM3E at SK AI Summit in Seoul today, South Korean memory giant SK hynix has reportedly seen strong demand for its next-gen HBM. According to reports by Reuters and South Korean media outlet ZDNet, NVIDIA CEO Jensen Huang requested SK hynix to ac...

2024-11-04

[News] Big Four CSPs Capital Expenditures Surge, Driving Demand for Taiwanese AI Supply Chain

The latest quarterly reports from the big four cloud service providers (CSPs) have been released in succession. According to a report from Commercial Times, not only has there been significant revenue growth, but capital expenditures for these CSPs have also surged compared to the same period last y...

2024-11-04

[News] SK hynix Introduces World’s First 16-High HBM3E, Providing Samples in Early 2025

South Korean memory giant SK hynix has introduced the industry’s first 48GB 16-high HBM3E at SK AI Summit in Seoul today, which is the world’s highest number of layers followed by the 12-high product, according to its press release. According to SK hynix CEO Kwak Noh-Jung, though the market ...

2024-11-04

[News] TSMC’s CoWoS Prices May Rise 20%; ASE and Amkor Compete for Outsourcing Orders

Driven by booming demand for AI chips, TSMC's advanced CoWoS (Chip on Wafer on Substrate) packaging faces a significant supply shortage. In response, TSMC is expanding its production capacity and is considering price increases to maintain supply chain stability. According to a recent report from ...

2024-11-04

[News] GlobalFoundries Fined by U.S. for Supplying Chips to Affiliate of China’s SMIC

Ahead of the upcoming presidential election and shortly after the TSMC-Huawei investigation, U.S.-based GlobalFoundries, the world’s third largest foundry company, was fined by the U.S. government for USD 500,000 for unauthorized shipments of chips to SJ Semiconductor, an affiliate of blacklisted ...

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