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2024-05-31

[News] UMC Optimistic About Second Half Business Outlook, While AI Could Capture 10-20% Market Share

According to a report from Liberty Times, Taiwanese foundry UMC stated yesterday that the company’s operations in the second quarter would see a slight increase compared to the first quarter, and the second half of the year would be better than the first half. With UMC’s technology and proces...

2024-05-31

[News] US Reportedly Slows NVIDIA and AMD from Selling AI Chips to the Middle East

According to a report from Bloomberg, US officials have slowed down the issuance of licenses for chip manufacturers like NVIDIA and AMD to export large quantities of AI accelerators to the Middle East. Meanwhile, officials are conducting a national security assessment of AI developments in the regio...

2024-05-31

[News] A Price War in SiC Wafer Sector seems to Start

Recently, rumors surfaced that price drops in the silicon carbide (SiC) wafer market. So, what is the actual market situation for SiC wafer? Currently, most companies in the supply chain agree on the fact that the price of SiC wafer is on the decline. For instance, Xu Xiulan, the chairwoman of Gl...

2024-05-31

[News] Google to Invest USD 2 Billion in Malaysia, Focusing on Data Centers and AI

According to a report from Wall Street Journal, Alphabet CFO Ruth Porat announced in a statement on May 30 that Google has committed to investing USD 2 billion in Malaysia. The investment includes building its first data center, expanding Google Cloud, and further developing artificial intelligence ...

2024-05-31

[News] Intel’s 1nm-class Fabs in Germany Reportedly Delayed Due to Black Soil Concerns and Pending EU Subsidy Approval

Intel has reportedly delayed its construction of Fab 29.1 and 29.2 in Magdeburg, Germany, as the new timeline now pushes the start of construction to May 2025, according to a report by tom’s Hardware, citing German media outlet Volksstimme. However, the fabs could still become operational by la...

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