Articles


2024-12-05

[News] WSTS Revises 2024 Forecast Upward, Citing Strong AI-Driven Growth

The World Semiconductor Trade Statistics (WSTS) organization has released its latest projections for the global semiconductor market. In its updated fall forecast, WSTS has revised its 2024 estimates upward, predicting a robust 19.0% year-over-year growth. The global semiconductor market is now expe...

2024-12-04

[News] Marvell Projects Robust Q4 Growth Fueled by AI Chip Demand

IC design company Marvell announced its financial results for the third quarter of fiscal year 2025 (ending November 2024) on December 3. Its revenue increased by 7% year-over-year to USD 1.516 billion, exceeding the midpoint of its guidance released on August 29 by USD 66 million. According to i...

2024-12-04

[News] Amazon’s Next-gen AI Training Chip Trainium3 to Debut by 2025, Reportedly Built with TSMC’s 3nm

Cloud giant Amazon unveiled its most powerful self-developed chip, Trainium3, at the AWS Cloud Conference a couple of hours ago. According to the company’s press release, Trainum3 will also be the first Amazon chip to be fabricated with 3nm. As per another report from Taiwanese media outlet Eco...

2024-12-04

[News] SK Hynix’s HBM4 to Use TSMC’s 3nm Base Die

The Korea Economic Daily reports that SK Hynix, a leading manufacturer of AI memory chips, plans to produce its sixth-generation high-bandwidth memory (HBM4) chips using TSMC’s 3nm process technology. These chips are slated for delivery to NVIDIA in the second half of next year. The report not...

2024-12-04

[News] China Bans Critical Mineral Exports to U.S. in Response to New Trade Controls

According to a report from Commercial Times, in response to the U.S.’s new wave of semiconductor export control targeting China, China's Ministry of Commerce announced on the 3rd that the export of dual-use items related to gallium, germanium, antimony, and superhard materials to the U.S. will gen...

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