Subject


Semiconductors


NVIDIA Blackwell
2024-12-02

[News] Production Hurdles for GB200 Spark Rumors of Microsoft Cutting Orders

As demand for artificial intelligence continues to surge, the industry's appetite for high-performance computing chips has grown increasingly intense. According to a report by the Commercial Times, NVIDIA’s next-generation Blackwell architecture chip, the GB200, has encountered new technical hurdl...

2024-12-02

[News] Samsung and SK hynix Reportedly Unite to Standardize LPDDR6-PIM for On-device AI

When the names of Samsung and SK hynix have been brought up together, their long-standing rivalry in the HBM market may be the first thing that comes to mind. However, the two memory giants now might be surprisingly forming an alliance, as they are joining forces to standardize LPDDR6-PIM products a...

2024-12-02

[News] China’s Advanced Packaging Sees a Surge in Semiconductor Material M&As amid AI Boom

Amid the AI boom, global semiconductor giants such as TSMC have been making strides in CoWoS capacity expansion. However, market demand for materials related to advanced packaging has also been brewing, as China is seeing a surge in mergers and acquisitions in the sector recently, according to Chine...

2024-11-29

[News] German Plans New Chip Subsidies Estimated at €2 Billion Amid Intel’s Magdeburg Project Delay

According to a report from Liberty Times, citing Bloomberg, in the wake of Intel’s postponement of its fab construction project in Magdeburg, Germany, the German government is preparing new investments in the semiconductor industry, with insiders estimating the funding to be around €2 billion (...

2024-11-29

[News] TSMC Could Begin 2nm Chip Production in the U.S. No Earlier than 2028

The U.S. government’s efforts to boost domestic semiconductor manufacturing continue to gain momentum. According to a report from TechNews, information submitted by TSMC to the U.S. Department of Commerce reveals that the 2nm process is expected to begin production in the U.S. as early as 2028. ...

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