China


2024-03-26

[News] Apple Reportedly Plans to Team Up with Baidu, Sparking AI Server Deployment Trend

Apple is reportedly intensifying its AI efforts, with plans to collaborate with Baidu on the Chinese version of its iPhone 16 series this year, as per a report from Economic Daily News. The devices will feature Baidu's developed Generative AI technology, thus sparking a new wave of AI server deploym...

2024-03-26

[News] Rumors Regarding Price Reductions in Mature Process for Foundries Emerge, Signaling a Further Decrease in Prices in Q2

Weak demand in mature process has triggered another wave of foundries' price reductions. According to a report from Economic Daily News citing industry sources, some foundries have been continuously adjusting their quotes for mature process downward by single-digit percentages (4% to 6%) this qua...

2024-03-25

[News] Escalating US China Tech War! China Reportedly Tightens Grip on Intel and AMD, Impacting TSMC

The US-China tech war continues to escalate, as reported by the Financial Times (FT). Beijing has reportedly instructed official institutions in China to refrain from using PCs and servers equipped with microprocessors from Intel and AMD, as well as to reduce procurement of Microsoft Windows operat...

2024-03-21

[News] US Considers Sanctioning Huawei-Linked Chinese Chip Network, Huawei-Related Enterprises Blacklisted

According to Bloomberg citing sources, the US government is considering adding Chinese semiconductor companies linked to Huawei to a blacklist. This move comes after Huawei made significant breakthroughs in technology last year, indicating a potential escalation in US efforts to curb China's ambitio...

2024-03-15

[News] Three-way Contest for HBM Dominance, Uncertainties Surrounding China’s Supply Chain Involvement

With numerous cloud computing companies and large-scale AI model manufacturers investing heavily in AI computing infrastructure, the demand for AI processors is rapidly increasing. As per a report from IJIWEI, the demand for HBM (High Bandwidth Memory), a key component among them, has been on the ri...

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