Subject


Semiconductors


2023-09-01

[News] With US Expanding AI Chip Control, the Next Chip Buying Frenzy Looms

According to a report by Taiwan's Commercial Times, NVIDIA is facing repercussions from the US chip restriction, leading to controls on the export of high-end AI GPU chips to certain countries in the Middle East. Although NVIDIA claims that these controls won't have an immediate impact on its perfor...

2023-08-31

[News] Asus AI Servers Swiftly Seize Business Opportunities

According to the news from Chinatimes, Asus, a prominent technology company, has announced on the 30th of this month the release of AI servers equipped with NVIDIA's L40S GPUs. These servers are now available for order. The L40S GPU was introduced by NVIDIA in August to address the shortage of H100 ...

2023-08-31

[News] Continued Reduction in NAND Flash Production, Price Recovery Emerging

According to a report from Taiwan's TechNews, the NAND Flash industry is gradually recovering in pricing as suppliers continue to reduce production. However, achieving a healthy market balance in terms of supply, demand, and pricing is expected to require more time and effort. Regarding the memor...

2023-08-31

[News] Goldman Sachs: TSMC to Win Big with Intel’s Increased Outsourcing

According to a report by Taiwan's Commercial Times, Goldman Sachs Securities has noted that Intel has been consistently grappling with process upgrade delays since the 10-nanometer fabrication process. Recently, the company has decided to establish a foundry-like relationship between its manufacturi...

2023-08-31

Understanding Chiplets, SoC, and SiP: Why TSMC, Intel, Samsung Invest?

Semiconductor process technology is nearing the boundaries of known physics. In order to continually enhance processor performance, the integration of small chips (chiplets) and heterogeneous Integration has become a prevailing trend. It is also regarded as a primary solution for extending Moore's L...

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