Subject


Semiconductors


2025-03-28

[News] SMIC Reported to Complete 5nm Chips by 2025, but Costs May Be 50% Higher Than TSMC’s

According to Wccftech, industry sources suggest that SMIC is on track to finalize its 5nm chip development by 2025. However, the report highlights that the cost of SMIC’s 5nm wafers could be as much as 50% higher than those produced by TSMC. This price gap is largely due to SMIC’s lack of access...

2025-03-28

[News] China’s Major Server Maker Reportedly Warns of NVIDIA’s H20 Shortage, with Uncertainty Ahead of April

While China’s new energy-efficiency rules may raise concerns for NVIDIA, a latest Reuters report suggests that according to H3C, one of China’s biggest server makers, the H20 chip is in high demand and hard to find. Reuters, citing a notice from H3C, notes that H20’s international supply ch...

2025-03-28

[News] Intel’s Comeback? NVIDIA and Broadcom Reportedly Eye 18A, with a Boosted Version in the Works

With Lip-Bu Tan as Intel’s new CEO, aiming to restore its chipmaking edge and build a top-tier foundry, Team Blue’s 18A is gaining traction. Tom’s Hardware, citing guru, notes that NVIDIA and Broadcom, the world’s two top AI chip firms, are eyeing Intel’s 18A process. The reports indica...

2025-03-27

[News] Decoding SiCarrier: China’s Chip Tool Firm Set to Challenge Applied Materials and ASML

Amid the high-tech showcases in SEMICON China this week, an unexpected company steals the show. SiCarrier, a Chinese semiconductor equipment firm that usually flies under the radar, steps into the spotlight this time with five core products aimed directly at industry giants like Applied Materials an...

2025-03-27

[News] NVIDIA’s H20 Sales in China Threatened by Beijing’s New Green Rules, Revenue at Risk

A report from Commercial Times, citing Financial Times, notes that China’s National Development and Reform Commission (NDRC) has introduced new energy-efficiency guidelines, urging companies to use compliant chips when building or expanding data centers. If these new regulations are strictly enfor...

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