Subject


Semiconductors


2024-06-06

[News] Chinese AI Chip Companies Reportedly Seek TSMC Production by Downgrading Chip Designs

Amid tightening U.S. chip export controls to China, Shanghai-based AI chip companies, MetaX and Enflame, have rumored to downgrade chip designs to TSMC in late 2023 in order to comply with the U.S. export requirements, according to a report by Reuters on 5 June. Regarding this rumor, TSMC decline...

2024-06-06

[News] NVIDIA CEO Jensen Huang Supports C.C. Wei’s Theory and Backs for TSMC to Increase Price

On June 5th, NVIDIA CEO Jensen Huang gave a congratulatory gift to TSMC's new chairman C.C. Wei, emphasizing that TSMC's stock price has been undervalued. He supports Wei's value theory and will back TSMC in its wafer and CoWoS pricing. As per a report from Commercial Times citing sources, it’s...

2024-06-06

[News] A Quick Overview at TSMC’s Latest Collaboration with Intel, NVIDIA and AMD at COMPUTEX 2024

If you happen to be a technology enthusiast, June would certainly be a month to watch. NVIDIA CEO Jensen Huang, joined by AMD CEO Lisa Su, visited Taiwan to announce their product roadmaps in COMPUTEX 2024. NVIDIA unveiled its new generation Rubin architecture, indicating that the R series products ...

2024-06-06

[News] Qualcomm CEO Reportedly Considers Collaboration with Samsung to Diversify Smartphone Chip Foundry Sources

Qualcomm President & CEO Cristiano Amon, at COMPUTEX 2024, showcased devices powered by Snapdragon X Elite and Snapdragon X Plus processors, claiming them to be the only PCs capable of delivering Copilot+ PC experiences. Afterwards, during a media briefing, he disclosed Qualcomm’s plans on a d...

2024-06-06

[News] New Standard for DDR6 Memory to Come out Soon

JEDEC (the Solid State Technology Association) recently confirmed that the long-used SO-DIMM and DIMM memory standards will be replaced by CAMM2 for DDR6 (LPDDR6 included). According to a report from WeChat account DRAMeXchange, the minimum frequency for DDR6 memory is 8800MHz, which can be incre...

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