Subject


AMD


2024-03-13

[News] Intel Rumored to Temporarily Retain Chip Supply License to Huawei, While AMD Awaits Response

Intel has reportedly retained the export licenses that would have prohibited them from selling laptop processor (CPU) chips to the Chinese telecommunications giant Huawei. This signifies that Intel has temporarily preserved its business of providing chips worth hundreds of millions of dollars to Hu...

2024-03-06

[News] AMD Reportedly Faces Obstacles in Selling Custom AI Chips to China

AMD has encountered resistance from the United States when attempting to sell a custom-designed AI chip to the Chinese market, according to Bloomberg citing sources. The same source further revealed that AMD sought approval from the U.S. Department of Commerce to sell this AI chip to Chinese cus...

2024-01-09

[News] NVIDIA and AMD Clash in AI Chip Market, as TSMC Dominates Orders with Strong Momentum in Advanced Processes

In the intense battle of AI chips between NVIDIA and AMD this year, AMD's MI300 has entered mass production and shipment 1H24, gaining positive adoption from clients. In response, NVIDIA is gearing up to launch upgraded AI chips. TSMC emerges as the big winner by securing orders from both NVIDIA and...

2024-01-03

[News] AMD Eyes CoWoS-like Supply for AI Chips with TSMC Full Capacity

TSMC operates at full capacity, AMD aims for AI chips reportedly seeks CoWoS-like supply chain. In 2023, NVIDIA led the global AI chip development, and in 2024, the global demand for AI chips is expected to continue to surge due to the expansion of end-user applications such as PCs and mobile pho...

2023-12-21

[News] TSMC’s Arizona Plant Rumored for Q1 2024 Trial Production, Securing Orders from Three U.S. Clients

According to a report by TechNews, TSMC's Arizona-based Fab21, currently in the intensive equipment installation phase, has initiated the construction of a small-scale trial production line. With a small amount of equipment expected from multiple supply chain by the end of 2023, industry sources sug...

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