Subject


Semiconductors


2024-08-30

[News] Instead of Rely Solely on NVIDIA, China’s EV Makers Turn Focus to In-house Chips amid US-China Tensions

The electric car market in China has been facing intense competition, with Xiaomi revealed that it suffered a USD 9200 loss per vehicle from April to June. However, the price war is not the only battleground, as the focus now seems to be turned to another front. According to a report by CNBC, chi...

2024-08-30

[News] SK hynix Announces First 1c DDR5, Set for Shipment Next Year

As per its official release, SK hynix has announced that it has developed the industry’s first 16Gb DDR5 built using its 1c node, the sixth generation of the 10nm process. Reportedly, it will be ready for mass production of the 1c DDR5 within the year to start volume shipment next year. To redu...

2024-08-29

[News] Supermicro Faces Order Withdrawal Crisis, Potentially Benefiting Dell

Supermicro Computer has reportedly been targeted by short-sellers and questioned over alleged accounting manipulations, leading to a delay in filing its 2024 10-K annual report and causing market unease. On August 27, Hindenburg Research, a short-selling company known for targeting major entitie...

2024-08-29

[News] IC Design Leaders Scramble for 2nm Advantage as TSMC Launches September CyberShuttle

TSMC is set to offer a new round of its CyberShuttle prototyping service in September. According to sources cited in a report from Commercial Times, it’s revealed that, as per usual practice, there are two opportunities each year, in March and September, for customers to submit their projects. It...

2024-08-29

[News] NVIDIA’s Q3 Forecast Fails to Impress, while It Claims Blackwell to Bring Several Billion Dollars Revenue in Q4

AI chip NVIDIA provided financial guidance for the third quarter, estimating its quarterly revenue to reach USD 32.5 billion, with a fluctuation of plus or minus 2%. The figure, though beats market expectations in general, still falls short of the market’s most optimistic forecast of USD 37.9 bill...

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