Subject


Semiconductors


2024-04-20

[News] Arm’s Former CEO Engages in RISV-V Market

According to a report from WeChat account "Chip_Inside," Allen Wu (Wu Xiong'ang), the former CEO of Arm China, has returned to the chip industry and set his sights on the "archrival" of his former employer's technology - RISC-V. Sources familiar with the matter indicated that many former Arm employ...

2024-04-19

[News] Microsoft Reportedly Stockpiling AI Chips to Boost Hardware Capability

According to sources cited by the American news outlet Business Insider, Microsoft plans to double its inventory of GPUs to 1.8 million, primarily sourced from NVIDIA. Having more chips on hand will enable Microsoft to launch AI products that are more efficient, faster, and more cost-effective. T...

2024-04-19

[News] SK Hynix Partners with TSMC to Strengthen HBM Technological Leadership

South Korean memory giant SK Hynix announced today that it has recently signed a memorandum of understanding with TSMC for collaboration to produce next-generation HBM and enhance logic and HBM integration through advanced packaging technology. The company plans to proceed with the development of HB...

2024-04-19

[News] TSMC to Recognize NTD 3 Billion Earthquake Loss

Following the magnitude 7.2 earthquake in Taiwan on April 3rd, all of TSMC's fabs resumed normal operations within three days. According to a report from Commercial Times, TSMC expects to recognize earthquake-related losses of approximately NTD 3 billion (roughly USD 92.1 million) in the second quar...

2024-04-18

[News] TSMC Q1 2024 Earnings Call Highlighted Two Major Revisions

TSMC held an earnings call on April 18, where it highlighted two significant revisions. The company revised down its annual growth expectations for the global foundry industry and shifted its outlook on automotive growth from positive to declining. When asked about the outlook for end applicatio...

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