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2026-05-14

[News] U.S. Reportedly Approves NVIDIA H200 Sales to 10 Chinese Firms Including Alibaba, ByteDance, but Deals Stall

As global AI competition intensifies, U.S. export controls on advanced AI chips remain under close scrutiny. According to Reuters, sources say the U.S. has approved around 10 Chinese companies to purchase NVIDIA’s second-most powerful AI chip, the H200, though no shipments have reportedly been del...

2026-05-14

[News] Foxconn to Boost 2026 Capex by 30%; CPO Switches Reportedly Set for Q3 Mass Production

Foxconn, a key server supplier to NVIDIA and major assembler for Apple, reported a strong first quarter, posting net profit of NT$49.919 billion and record sales of NT$2.12 trillion, with EPS rising 17% year on year to NT$3.56 and gross margin improving to 6.18%, according to its press release. C...

2026-05-14

[News] TSMC Sees AI Wafer Demand Rising 11x From 2022–2026, Targets CoWoS With 24 HBM Stacks in 2029

TSMC held its Taiwan Technology Symposium today. According to Reuters, the company said that demand for AI accelerator wafers is projected to grow 11-fold between 2022 and 2026. TSMC also raised its forecast for the global semiconductor market, now expecting it to exceed US$1.5 trillion by 2030, up ...

2026-05-14

[News] Samsung SSD Prices Reportedly Surge Up to 300% in Japan, Kioxia Also Posts Gains as Market Divergence Widens

With multiple memory vendors already warning of tightening memory supply heading into 2027, Japan appears to be among the markets facing the sharpest impact, particularly across the consumer and retail segments. Tom’s Hardware, citing Akiba PC Hotline!, reports that Samsung SSD prices at various P...

2026-05-14

[News] China’s Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure

In the first quarter of 2026, China’s wide bandgap semiconductor industry—spanning silicon carbide (SiC) and gallium nitride (GaN)—saw a stark divergence in performance. Driven by robust demand from 5G base station deployment and on-board chargers (OBCs) in electric vehicles, GaN RF-focused co...

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