Subject


semiconductor


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’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...

2024-07-01

[News] SK Hynix to Invest USD 75 Billion in AI Push, with 80% of It Flooding into HBM

On June 30, South Korea's SK Group announced that its chip manufacturer, SK Hynix, will invest KRW 103 trillion (approximately USD 75 billion) by 2028 to enhance its chip business, with a particular focus on AI development. According to a report from Commercial Times, SK Group recently concluded ...

2024-06-28

[News] TSMC Reportedly Invests over USD 12.3 Billion in EUV, Advancing in 2nm Production

TSMC's advanced 2-nanometer process capacity is set to begin mass production in 2025, with equipment manufacturers actively delivering machines. According to a report from Commercial Times, the EUV (Extreme Ultraviolet Lithography) machines, crucial for advanced processes, will see over 60 units del...

2024-06-26

[News] TSMC’s Kumamoto Fab 2 Reportedly Begins Land Preparation

According to a report from Japanese news outlet Kyodo News, TSMC's Fab in Kikuyo, Kumamoto Prefecture, Japan (Kumamoto Fab 1) is expected to start mass production in Q4 this year. The planned second Fab (Kumamoto Fab 2) will also be located in Kikuyo. Reportedly, TSMC's Kumamoto Fab 2 has already b...

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