Subject


Semiconductors


2023-11-13

[News] YMTC Files Lawsuit Against Micron Alleging Patent Infringement Over 3D NAND Technology Battle

Mainland China's 3D NAND flash memory manufacturer, Yangtze Memory Technologies Co. (YMTC), filed a lawsuit against the U.S. memory chip leader, Micron Technology, on November 9th in the Northern District Court of California. The lawsuit accuses Micron of infringing upon eight of YMTC's U.S. patents...

2023-11-13

[News] TSMC’s CoWoS Demand Surges from NVIDIA, Apple, AMD, Broadcom, Marvell, Monthly Capacity Up 120% in 2024

The demand for TSMC's CoWoS advanced packaging is skyrocketing. Following NVIDIA's expansion confirmation in October, there are reports in the industry that major clients like Apple, AMD, Broadcom, Marvell, and others are also placing additional orders with TSMC. To meet the demands of these five...

2023-11-10

[News] Japanese Gov’t Grants TSMC 900B Yen, Kumamoto Fab 2 Announcement Soon

The formal Japanese government approval marks a substantial financial boost of up to 900 billion yen to aid TSMC in establishing its 2nd fab in Kumamoto. The primary aim is to strengthen Japan's semiconductor manufacturing capabilities and enhance the overall resilience of the global supply chain. ...

2023-11-10

[News] NVIDIA Rumored to Downgrade AI Chips for China Amid U.S. Restrictions, Year-End Mass Production Expected

NVIDIA and Intel are adapting to the latest U.S. chip export restrictions by introducing downgraded AI chips specifically tailored for the Chinese market, UDN News said. According to insider from the China Star Market, a Chinese media, NVIDIA has developed three downgraded AI chip models for th...

2023-11-10

[Insights] How Will China Respond to Increased US Restrictions on AI Chips and Semiconductor Equipment?

On October 17, 2023, the U.S. government once again expanded its restrictions on the export of semiconductor devices and products to China. The newly added control conditions now encompass NVIDIA's L40S, A100, H100H800, as well as general-purpose AI server GPUs tailored for the Chinese market, such ...

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