Subject


export restriction


2023-12-19

[News] Chinese Semiconductor Design Industry Diverts to Malaysia to Evade U.S. Controls; Potential Advanced Packaging Orders Surge for ASE

An increasing number of Chinese semiconductor design companies are seeking collaboration with testing and packaging facilities in Malaysia to carry out advanced chip packaging. According to Reuters' report, this move aims to hedge the risk of potential expanded U.S. restrictions on the Chinese semic...

2023-12-15

[News] TSMC to Expedite Production of NVIDIA’s Specialized Chips for China

According to a news report from IJIWEI, sources have revealed that NVIDIA has placed urgent orders with TSMC for the production of AI GPU destined for China. These orders fall under the category of "Super Hot Run" (SHR), with plans to commence fulfillment in the first quarter of 2024. Respond to ...

2023-12-13

[News] Samsung Secures Indefinite U.S. Exemption, Initiates Expansion Plans for Xi’an Base in China

According to icsmart’s report, in October, Samsung Electronics and SK Hynix received an indefinite exemption from the U.S. government's control over exports to China, allowing them to import semiconductor manufacturing equipment without special permission for their facilities. Samsung has initiate...

2023-12-06

[Insights] NVIDIA Maintains Confidence Despite Export Restrictions, Continues Unveiling New Products

On November 22, 2023, NVIDIA released its financial report for the third quarter of 2023 (FY3Q24: August 2023 to October 2023), with a revenue of USD 18.1 billion. This represents a quarterly increase of 34% and a yearly increase of 206%. NVIDIA also provided a revenue guidance for the fourth qua...

2023-10-27

[Insights] Unleashing the Practical Impacts of U.S. Semiconductor Export Policies on China

On October 17, 2023, the U.S. government unveiled an updated set of regulations for semiconductor exports, introducing stricter standards for advanced AI chips. Additionally, these regulations expand control over the export of exposure equipment and include Chinese GPU design startups on an Entity L...

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