Subject


China


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...

2023-11-10

[News] NVIDIA Rumored to Downgrade AI Chips for China Amid U.S. Restrictions, Year-End Mass Production Expected

NVIDIA and Intel are adapting to the latest U.S. chip export restrictions by introducing downgraded AI chips specifically tailored for the Chinese market, UDN News said. According to insider from the China Star Market, a Chinese media, NVIDIA has developed three downgraded AI chip models for th...

2023-11-10

[Insights] How Will China Respond to Increased US Restrictions on AI Chips and Semiconductor Equipment?

On October 17, 2023, the U.S. government once again expanded its restrictions on the export of semiconductor devices and products to China. The newly added control conditions now encompass NVIDIA's L40S, A100, H100H800, as well as general-purpose AI server GPUs tailored for the Chinese market, such ...

2023-11-09

[News] Alibaba to Open Source China’s Largest AI Model

According to IThome’ report, Alibaba Group CEO Eddie Wu, speaking at the 2023 World Internet Conference Wuzhen Summit today, announced that Alibaba is gearing up to open-source a massive model with 72 billion parameters. This model is set to become the largest-scale open-source model in China. ...

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