Subject


Semiconductors


2025-03-03

[News] AI Boom: Alibaba’s ¥380B & Musk’s 1M GPUs Signal a Surge

The global AI frenzy continues to soar, with tech giants making massive investments in AI hardware infrastructure and AI application models. Recently, Alibaba announced a RMB 380 billion (approximately $53 billion) investment in cloud and AI hardware infrastructure, while Elon Musk’s xAI is pla...

2025-03-03

[News] STMicroelectronics Partners with Amazon to Launch AI Data Center Photonics Chip

On February 20, STMicroelectronics (ST) announced the launch of a new computer chip targeting the rapidly growing AI data center equipment market. The chip was developed in collaboration with Amazon Web Services (AWS). As part of the "Stargate" initiative, top U.S. software companies plan to inve...

2025-02-28

[News] Korean HBM Giants Cutting Chinese EDA Risks Higher Costs, Supply Chain Disruptions

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...

2025-02-28

[News] NVIDIA Tags Huawei as a Major Rival Across Four Sectors, Including GPUs

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...

2025-02-27

[News] Nanya Technology Predicts 1H 2025 DRAM Rebound, Cites Chinese Oversupply as Main Cause of Prolonged Downturn

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...

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