Subject


Semiconductors


2024-08-01

[News] US Reportedly Weighs Stricter Limits on AI Memory Access for China

According to a report from Bloomberg, the US is reportedly considering new measures and could unilaterally impose restrictions on China as early as late August. These measures would limit China's access to AI memory and related equipment capable of producing them. Moreover, another report from Re...

2024-08-01

[News] Hong Kong Kicked-off Construction of the First GaN Epi-Wafer Pilot Line

To jointly promote the development of Hong Kong's microelectronics industry, Hong Kong Science and Technology Parks Corporation and MassPhoton (Hong Kong) held a launch ceremony for Hong Kong's first ultra-high vacuum "Third-Generation Semiconductor Gallium Nitride Epitaxial Wafer Pilot Line" on Jul...

2024-08-01

[News] NVIDIA’s Blackwell Begins Sample Delivery, Boosting Taiwanese AI Supply Chain Demand

NVIDIA's next-generation Blackwell architecture AI superchip is about to ship. According to a report from Commercial Times, on July 29 during the SIGGRAPH conference in Denver, USA, NVIDIA announced a series of software updates and revealed that samples of the new AI chip architecture Blackwell have...

2024-07-31

[News] AMD’s Q2 Results Reveal Shift Towards AI Chips, Similar to NVIDIA’s Path

On July 30, AMD announced its second-quarter financial results (ending June 29), with profits exceeding Wall Street expectations. According to a report from TechNews, the most notable highlight is that nearly half of AMD's sales now come from data center products, rather than from PC chips, gaming c...

2024-07-31

[News] Samsung Sees Solid Demand for 3nm in 2H24, Aiming a Ninefold Increase in AI/HPC Sales by 2028

In addition to the strong memory momentum which contributes to Samsung’s soaring profits in the second quarter, the tech giant’s progress on the foundry and chip business also attracts attention. According to its press release on July 31st, Samsung expects its foundry revenue growth to outpace t...

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