semiconductor


2024-07-09

[News] Japan Chipmakers, Led by Sony and Mitsubishi, Plan to Invest JPY 5 Trillion in Semiconductors

To capitalize on the expanding opportunities in artificial intelligence (AI), electric vehicles (EV), and the carbon reduction market, eight Japanese companies, including Sony and Mitsubishi Electric, plan to invest JPY 5 trillion (around USD 30 billion) in semiconductors. According to a report by N...

2024-07-08

[News] Booming GPU and HBM Demand Pushes Japanese Chip Equipment Annual Sales to Record High

With the widespread adoption of AI, the demand for GPUs and high-bandwidth memory (HBM) is soaring. The Semiconductor Equipment Association of Japan (SEAJ) has revised its forecast for sales of Japanese-made semiconductor equipment, predicting that for the first time in history, sales will exceed J...

2024-07-03

[News] TSMC’s Backside Power Delivery Reportedly Set for 2026, Benefiting the Supply Chain

As semiconductor manufacturing enters the Angstrom Era, there have been significant adjustments in architecture and circuit design. To free up more surface area on chips, moving power delivery to the backside has become a mainstream consensus, making the Backside Power Delivery Network (BSPDN) the...

2024-07-02

[News] Robust Demand in AI Drives South Korea’s Chip Exports in June to Record High

On July 1st, according to a report from Reuters, the South Korea's Ministry of Trade, Industry and Energy has announced that exports had grown for the ninth consecutive month in June. The sustained and even increasing demand for chips overseas led to a record high in chip export value for June. Thi...

2024-07-02

[News] NVIDIA’s H200 Order Delivered from Q3, Boosting Server Supply Chain with Strong Demand

In late March, NVIDIA CEO Jensen Huang personally delivered the first high-end DGX H200 AI server to customer OpenAI. According to a report from Commercial Times, following this, the upstream chips for the H200 AI-GPU entered mass production in late Q2, with large-scale deliveries expected from Q3 o...

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