Subject


Semiconductors


2024-09-03

[News] Dutch PM Claims to Prioritize ASML’s Interests Amid Potential Export Restrictions to China

According to an earlier report from Bloomberg, the Dutch government may restrict ASML's after-sales services for Chinese customers. Regarding the matter, the Dutch Prime Minister Dick Schoof has stated that the government's decisions will prioritize ASML's actual interests to avoid jeopardizing it...

2024-09-03

[News] TSMC May Benefit from Intel’s Potential Altera Sale Due to Close Ties with Buyers

Reuters previously reported that Intel is considering selling its stake in Altera, a FPGA (Field-Programmable Gate Array) manufacturer, as part of its business restructuring and cost-cutting efforts, as AMD and Marvell are said to be potential buyers. As per a report from Economic Daily News c...

2024-09-03

[News] Nanjing, China Achieved Breakthrough in Manufacturing Key SiC Chip for the First Time

As per a recent announcement by Nanjing Release, the National Third-Generation Semiconductor Technology Innovation Center (Nanjing) has successfully developed a key technology for the manufacturing of trench-type silicon carbide (SiC) MOSFET chip after four years of independent research. This breakt...

2024-09-03

[News] TSMC to Build Third Fab in Japan? The Timing May Be Reportedly after 2030

Taiwanese Minister of Economic Affairs J.W. Kuo, who was invited to visit Japan, attended a forum on August 30 organized by the Taiwan-Japan Research Institute and delivered a keynote speech. As reported by Kyodo News citing the interview with Kuo, he indicated that TSMC plans to build a third f...

2024-09-02

[News] NVIDIA’s H200 vs. AMD’s MI300X: Is the Former’s High Margin Justifiable?

AI chip giants NVIDIA and AMD have been under heated competition for a couple of years. NVIDIA, though controls the lion’s share of the market for AI computing solutions, had been challenged by AMD while the latter launched Instinct MI300X GPU in late 2023, claiming the product to be the fastest A...

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