As indicated by Korean Economic Daily, South Korean memory giant SK hynix, amid potential U.S. restrictions, is conducting an urgent review of Chinese EDA software, a move Samsung may likely follow suit. However, industry experts cited by ijiwei warn that as U.S. EDA costs twice as much as Chines...

While NVIDIA may not be afraid of the bubbling of AI frenzy, the U.S. chip giant is highly alert about another emerging competitor. According to a company filing cited by CNBC, the company listed Huawei as one of its current competitors for the second year. NVIDIA now lists Huawei as a competitor...

According to Economic Daily News, the DRAM market is expected to rebound in the first half of 2025, as noted by Pei-Ing Lee, President of DRAM manufacturer Nanya Technology. Lee stated on the 26th that demand is gradually recovering in key application markets, including AI PCs, AI smartphones, and c...

According to a report from ijiwei, citing Nikkei, China is rapidly expanding its production capacity in the mature semiconductor and niche substrate sectors, pushing prices to unprecedented lows and exerting significant pressure on the global chip industry. The report, quoting a sales director at...

The AI frenzy is not over yet, as U.S. chip giant NVIDIA beats Q4 estimates and gives a strong outlook for the current quarter. The company forecasts Q1 sales to hit $43 billion, up 65% YoY. As highlighted by Reuters, this signals strong AI demand from Microsoft, Amazon, and other tech giants, easin...