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2023-11-14

[News] H200 Unveiled: NVIDIA Integrates HBM3e for Enhanced AI Performance

On November 13, NVIDIA unveiled the AI computing platform HGX H200, featuring the Hopper architecture, equipped with H200 Tensor Core GPU and high-end memory to handle the vast amounts of data generated by AI and high-performance computing. This marks an upgrade from the previous generation H100,...

2023-11-14

[News] DDR3 Memory Market Rebounds: Winbond, Etron, and ESMT Gain Momentum with Growing Orders

According to Economic Daily News' report, the DDR3 market is experiencing a surge in prices, with an almost 10% short-term increase. Contract prices for this quarter are expected to rise by 10% to 15%, with a continued optimistic outlook for the first quarter of next year. Market analysts point ...

2023-11-14

[News] A battle on 4nm: AMD Teams Up with Samsung, while Google Weighs Supplier Split

Rumors swirl around AMD's upcoming chip architecture, codenamed "Prometheus," featuring the Zen 5C core. As reported by TechNews, the chip is poised to leverage both TSMC's 3nm and Samsung's 4nm processes simultaneously, marking a shift in the competitive landscape from process nodes, yield, and cos...

2023-11-14

China’s Wafer Fabs Hits 44 with Future Expansion 32, Mainly Targeting on The Mature Process

On August 7th, HuaHong Group officially went public on the Sci-Tech Innovation Board Market, Shanghai Stock Exchange (STAR Market, SSE). Combined with the return of SMIC to A-shares (China’s domestic shares) in the past two years and Nexchip's listing in May, it brings together the three major pla...

2023-11-14

[Insights] Intensified Competition between Foxconn and Quanta in Apple’s Supply Chain

On October 31, 2023, Apple held a product launch event for its M3 chips. Reports suggest that Foxconn has secured a portion of existing MacBook Pro and iMac orders from Quanta. This marks the first time Foxconn has taken orders for higher-end MacBook Pro models. The order distribution between Fox...

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