Despite tightening U.S. export controls on AI chips, China seems to be making strides in its AI development, fueled by strong government investment and local expansion. A report from Economic Daily News, citing Financial Times, suggests Huawei is aiming to expand its market share by promoting self-d...

As the Biden administration brought hammer down on AI chip exports by introducing a three-tier system based on countries and companies, NVIDIA has voiced its disagreements on the regulations, calling it a “misguided AI diffusion rule. Notably, in a recent 8K filing with the SEC, the U.S. chipma...

According to a report from Economic Daily News, TSMC plans to build two new CoWoS facilities at the Phase III site of Southern Taiwan Science Park (STSP), with an estimated investment exceeding NTD 200 billion. Construction at the STSP Phase III site is expected to begin as early as March 2025, a...

According to a report from ZDNet, SK hynix is reportedly planning to ship HBM4 samples to NVIDIA as early as June 2025, with full-scale product supply expected to begin around the end of the third quarter. The report notes that NVIDIA initially planned to equip its next-generation high-performanc...

Ahead of TSMC’s earnings call on January 16th, market rumors have been circulating that the foundry giant’s largest clients are slashing their CoWoS-S orders. According to Commercial Times, AMD and Broadcom are reportedly releasing the CoWoS-S capacity they previously booked due to slowing deman...