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As US Tightens Its Restrictions on Semiconductor-Related Exports to China, Chinese Companies Respond by Gradually Intensifying Efforts to Achieve Autonomy in Development of AI Chips

Last Modified

2023-12-01

Update Frequency

Aperiodically

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PDF

Overview

According to the investigation conducted by the global market intelligence firm TrendForce, the latest version of the export control rules released by the US Commerce Department in October primarily targets semiconductor equipment...

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As US Tightens Its Restrictions on Semiconductor-Related Exports to China, Chinese Companies Respond by Gradually Intensifying Efforts to Achieve Autonomy in Development of AI Chips

Overview

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DRAM Monthly Datasheet Jan. 2025

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CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

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DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Jan. 2025

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

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As US Tightens Its Restrictions on Semiconductor-Related Exports to China, Chinese Companies Respond by Gradually Intensifying Efforts to Achieve Autonomy in Development of AI Chips

Overview

Spotlight Report

DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Jan. 2025

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

AI Server PackageRelated Reports

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

2025 AI Server Market and Key Supply Chain Dynamics

NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

AI Server Industry Analysis－4Q24

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet Jan. 2025

NAND Flash Monthly Datasheet Jan. 2025

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

DRAM Industry Analysis－4Q24

DRAM Contract Price Nov. 2024

Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

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