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2024-07-03

[News] Chip War Escalates: China to Enforce State Ownership of All Rare Earth Materials in October

The chip war between the U.S. and China keeps escalating, as China’s new regulation would reportedly take effect soon. This time it has a new target - rare-earth materials. According to the reports from Nikkei and Tom’s Hardware, the new regulation would be effective on October 1, asserting stat...

2024-07-02

[News] Robust Demand in AI Drives South Korea’s Chip Exports in June to Record High

On July 1st, according to a report from Reuters, the South Korea's Ministry of Trade, Industry and Energy has announced that exports had grown for the ninth consecutive month in June. The sustained and even increasing demand for chips overseas led to a record high in chip export value for June. Thi...

2024-07-02

[News] NVIDIA Faces Potential Antitrust Charges in France, U.S. and EU Close Behind

On July 1st, according to a report from Reuters, the French antitrust authority plans to file charges against NVIDIA, accusing the company of engaging in anti-competitive practices, making France the first country to take such action against NVIDIA. The French competition regulator had raided NVI...

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...

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