Subject


Semiconductors


2024-04-02

[News] Taiwanese AI Server Production Lines Shifting from China to Mexico

As American tech giants depart from China and relocate their production of artificial intelligence (AI) server to Mexico, according to a report from UDN, some major AI players have urged their Taiwanese manufacturing partners to enhance their investments in production in Mexico. Reportedly, Tai...

2024-04-02

[News] Samsung Reportedly Establishes New HBM Team, Looking to Improve AI Chip Yield

Samsung Electronics Co. has recently established a HBM team within its memory division, with the goal of enhancing yield during the development of the sixth-generation AI memory HBM4 and the AI accelerator Mach-1. According to a report of the Korea Economic Daily (KED) citing industry sources ...

2024-04-01

[News] With Rampant Plant Construction, TSMC Reportedly Expected to Revise Upward Capital Expenditure

The semiconductor battleground of the Angstrom Era has commenced earlier than expected, with TSMC advancing its plant expansions in Taiwan. As per Commercial Times citing sources, TSMC is poised to increase its 2024 capital expenditure from the initial estimate of USD 28-32 billion to USD 30-34 ...

2024-04-01

[News] Intel Unveils Two New GPUs, Manufactured on TSMC’s 4nm Process while Reportedly Targeting NVIDIA RTX 40 Series

According to wccftech, Intel's new GPUs will come in two models, namely Battlemage-G10 (abbreviated as BMG-G10) and Battlemage-G21 (abbreviated as BMG-G21). These two new GPUs from Intel were revealed in an internal document. According to the document, the BMG-G10, targeted at enthusiasts, is a ...

2024-04-01

[News] Manufacturers Vigorously Rev up Investment in Silicon Carbide

On March 27, Wolfspeed announced the topping out of construction at the its largest and most advanced John Palmour Manufacturing Center for Silicon Carbide. According to its introduction, the "John Palmour Silicon Carbide Manufacturing Center" has a total investment of USD 5 billion, covering 44...

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