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2024-04-15

[News] China Allegedly Orders Telecom Companies to Phase Out Foreign Chips, Impacting Intel and AMD

Amid escalating tensions in the US-China tech war, rumors cited in reports from The Wall Street Journal and CNBC suggest that China has instructed major local telecom companies to gradually replace foreign chips by 2027, with Intel and AMD as the primary targets. Sources cited in the same reports...

2024-04-15

[News] Following in NVIDIA’s Footsteps? Intel Reportedly Plans to Launch Chinese Version of AI Chips

Under pressure from US restrictions, Intel is reportedly preparing to follow in NVIDIA's footsteps by developing "special edition" versions of its AI acceleration chips, Gaudi 3, for the Chinese market. These two related products are rumored to be launched at the end of June and the end of September...

2024-04-15

[News] TSMC Reportedly Accelerates 2nm Progress, with Kaohsiung Plant Rumored to Commence First Tool-in by Year-end

TSMC, the leading semiconductor foundry, recently announced plans to establish a 2nm production line in the US, while attention remains on expansion progress in Taiwan. According to a report from MoneyDJ, it has indicated that the 2nm fab in Hsinchu's Baoshan is proceeding steadily as planned, an...

2024-04-15

[News] Qualcomm Commits to USD 700 Million Investment in Taiwan Over 5 Years in Settlement with Fair Trade Commission

Qualcomm was fined NTD 23.4 billion by Taiwan's Fair Trade Commission in 2017 for antitrust violations. Both parties reached a settlement the following year, which sparked some official discontent. However, a report from Korean media outlet The Elec has pointed out that this move ultimately cont...

2024-04-15

[News] Memory Giants Reportedly Increasing Prices, But Is the Market Outlook Truly Positive?

Recently, major memory manufacturers such as Micron, Samsung, and Western Digital have all announced price hikes. Industry sources indicate that since 1Q24, memory manufacturers stay steadfastly in controlling supply and raising prices. Coupled with the impact of the recent earthquake in Taiwan, the...

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