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2024-07-02

[News] NVIDIA’s H200 Order Delivered from Q3, Boosting Server Supply Chain with Strong Demand

In late March, NVIDIA CEO Jensen Huang personally delivered the first high-end DGX H200 AI server to customer OpenAI. According to a report from Commercial Times, following this, the upstream chips for the H200 AI-GPU entered mass production in late Q2, with large-scale deliveries expected from Q3 o...

2024-07-02

[News] Huawei and XMC Collaborate to Develop HBM, Looking to Break Through U.S. Sanctions

According to a report from the Korean media outlet The Chosun Daily, Chinese company Huawei plans to collaborate with memory manufacturer Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) to produce High Bandwidth Memory (HBM) semiconductors. Additionally, Jiangsu Changjiang Electronics Technology...

2024-07-02

[News] Taiwan Reportedly to Accommodate up to 20 More Large Plants Due to Power Constraints

As semiconductor companies led by TSMC accelerate their pace for capacity expansion, benefiting the local supply chain, industry electricity consumption has emerged as a tough challenge for Taiwan. According to the latest report by the Economic Daily News, Taiwan can only accommodate 20 more large p...

2024-07-01

[News] iPhone 16 with A18 Chip Excels in Computing Power, Boosting Taiwanese Supply Chain

Apple is reportedly pushing the boundaries of AI with the upcoming iPhone 16 series, which is expected to have computational power that surpasses industry expectations. According to a report from Economic Daily News, it has suggested that Apple is developing the A18 chip for this year's iPhone 16 mo...

2024-07-01

[News] Price for ASML’s Hyper-NA EUV Rumored to Double, Causing TSMC, Samsung and Intel to Hesitate

Semiconductor equipment giant ASML plans to launch Hyper-NA Extreme Ultraviolet (EUV) machines by 2030, signaling the advent of the Angstrom era for semiconductor processes below 1 nanometer. However, according to a report from The Chosun Daily, the high cost of this equipment may cause TSMC, Samsu...

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