Subject


Semiconductors


2024-10-01

[News] Market Demand Falls Short of Expectations; Midstream and Downstream Prices Remain Under Pressure

Polysilicon Transaction Overview: The recent round of deals has mostly been completed. After polysilicon manufacturers firmly maintained their prices, transaction volumes shrank. The ingot manufacturers, facing difficulties in passing costs downstream, are resistant to price hikes on the raw mate...

2024-10-01

[News] Huawei Reportedly Begins Sampling of Ascend 910C to Rival NVIDIA

Amid market rumors that the Beijing authority has been advising local companies not to use NVIDIA’s H20, which is tailored for the Chinese market, tech conglomerate Huawei is said to initiate sampling of its latest AI accelerator, Ascend 910C, to Chinese customers, according to reports by the Sou...

2024-10-01

[News] Sony and Kioxia Reportedly Plan Additional Investments in Chip Foundry Rapidus

Japanese government-backed foundry Rapidus aims to begin mass production of 2nm chips by 2027. According to a MoneyDJ report, existing shareholders like Sony and NAND Flash giant Kioxia are reportedly considering additional investments to support the company's funding needs. The Japan Times cited...

2024-09-30

[News] Taiwan’s PSMC Denies Rumors that Financial Troubles Caused the End of Partnership with Japan’s SBI

In August, 2023, PSMC announced its partnership with Japan's SBI to construct a chipmaking plant in Japan. However, the plan has been halted last Friday, with reports indicating that PSMC’s deteriorating financial performance may be the reason. However, the Taiwan chipmaker refuted the speculati...

2024-09-30

[News] China Reportedly Advises Local Companies to Avoid NVIDIA’s H20, Benefiting Huawei and Cambricon

Rumors have been circulating that NVIDIA has stopped taking orders for its H20 chips customized for China since August. Now, according to the latest report by Bloomberg, regulators in China have been advising companies against buying H20, as part of the country’s strategy to bolster its semiconduc...

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