As TSMC keeps advancing in the most cutting-edge nodes, its foundry peers in Taiwan may have to deal with multiple challenges. In addition to the price war launched by their Chinese rivals, Taiwanese foundries focusing on legacy nodes, including UMC and TSMC’s affiliate VIS, will face significantl...

Leading GPU manufacturer NVIDIA recently unveiled its vision for future AI chip designs featuring silicon photonics at the IEDM 2024 conference. According to a report from Business Korea, NVIDIA highlighted the potential of silicon photonics for chip-to-chip connections within AI data centers, drawi...

Microsoft has reportedly emerged as the largest buyer of NVIDIA's Hopper this year, with its procurement volume estimated to reach nearly 500,000 units, doubling that of the second-largest buyer, according to Economic Daily News, citing Financial Times. The report from Economic Daily News notes...

Is the DRAM winter really coming? Despite Micron’s sequential doubling of HBM revenue in the previous quarter, weak demand for PCs and smartphones, combined with a DRAM supply glut, continues to weigh on its business, as its second quarter guidance disappoints the market. Micron achieved record...

Driven by downstream applications such as new energy, 5G, and photovoltaics, the third-generation semiconductor industry, represented by silicon carbide (SiC) and gallium nitride (GaN), is rapidly developing. Major semiconductor manufacturers are actively expanding their presence in this sector. At ...