Subject


Semiconductors


2024-11-14

[News] Global Silicon Wafer Shipments Rise 6% in Q3 Boosted by Robust AI Demand, Says SEMI

According to SEMI, the global shipments of silicon wafers increased 5.9% quarter-over-quarter to 3,214 million square inches (MSI) in the third quarter, and registered 6.8% growth from the 3,010 million square inches recorded during the same quarter last year, which could be attributed to the strong...

2024-11-13

[News] SoftBank to Launch World’s First Supercomputer Powered by NVIDIA Blackwell Chips

According to BNN Bloomberg, SoftBank is set to be the first to build a supercomputer powered by NVIDIA's Blackwell platform, highlighting the Japanese company's ambitions in the AI sector. NVIDIA's press release reveals that SoftBank is poised to receive the world's first NVIDIA DGX B200 product,...

2024-11-13

[Insights] Memory Spot Price Update: DRAM Prices Fall across the Board with DDR4 Suffering Larger Drops

According to TrendForce's latest memory spot price trend report, regarding DRAM, the spot market is still seeing an across-the-board price decline for both DDR4 and DDR5, while DDR4 products are noticeably suffering larger drops. As for NAND flash, the declination of spot prices remains unchanged. D...

2024-11-13

[News] AMD Confirms Cutting 4% of Global Workforce

According to a report from Wccftech, AMD is reducing a portion of its global workforce, a move that an AMD spokesperson has confirmed. The company is currently focusing on expanding its presence in the AI industry through strategic acquisitions and its lineup of accelerator products. To fund these a...

2024-11-13

[News] European Chipmaker CEOs Warn of Nationalist Policy Risks

A report from Liberty Times, citing Reuters, states that Infineon, NXP, and STMicroelectronics—the three major European semiconductor manufacturers—have expressed that the efforts by the U.S., China, and European governments to establish and fortify their own semiconductor industries are creatin...

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