These are the most-read stories during the week of November 6-10:
Huawei breaks speed records with Wi-Fi 7, promises a wireless revolution
Huawei reports that it has completed the industry's inaugural Wi-Fi 7 AP performance test at the Tolly Lab in the United States. The company proclaims that the outcomes exceeded expectations, showcasing an overall machine performance surpassing 13Gbps and a single-terminal peak performance exceeding 4.33Gbps. This data, according to Huawei, sets a new benchmark in Wi-Fi performance, establishing itself as the world's fastest.
Huawei's Mate 60 series sparks market recovery, stoking MOSFET shipment momentum
After a prolonged period of low performance, the Chinese mobile phone market is showing signs of gradual recovery. The recent reentry of Huawei into the 5G mobile phone market with its Mate 60 series has played a pivotal role in this resurgence. As a result, terminal brand vendors have been strengthening their competitiveness in the high-end product lines, driving an increase in MOSFET shipments at Taiwanese suppliers like Force-MOS Technology and Nuvoton Technology, according to market observers.
TSMC would not exist without K. T. Li; Nvidia would not be possible without TSMC
Morris Chang said K. T. Li started connecting with him in 1976 and finally succeeded in recruiting him to Taiwan to become the president of ITRI, and later helped raise funds to establish TSMC in 1987. "Without K. T. Li, TSMC would not have existed," said Chang, who expressed his deep gratitude for Li during his acceptance speech. Jensen Huang reiterated his appreciation of Morris Chang and said that "Nvidia would not be possible without TSMC." He added that Chang created one of the world's greatest companies, and from his experience working at various big companies and leading Nvidia to collaborate with so many firms in this world, there is no other company as extraordinary and incredible as TSMC, as it "jumps through hoops to support every customer's constantly changing needs at the same time."
Huawei starts to encroach on Nvidia market share in China
As US export control pressure on advanced AI chips mounts, Chinese Large-Language Model (LLM) operators start to turn to domestic options to secure hardware supplies. Huawei, as expected, is benefiting from US restrictions. According to the report, Baidu ordered 1,600 units of Huawei Technologies' 910B Ascend AI chips for 200 servers. Huawei reportedly delivered over 60% of the order (about 1,000 chips) to Baidu in October. Industry consensus is that Nvidia enjoyed nearly 90% of the market in China before the tightening of US export restrictions.
Semiconductor visionary Simon Sze passed away at age 87
Dr. Simon Min Sze, a semiconductor physics visionary most notable for his contributions to the invention of the world's first floating-gate metal-oxide-semiconductor field-effect transistor (MOSFET), passed away peacefully on November 6, 2023, at the age of 87. Sze's groundbreaking work spanned a wide range of areas, including the development of MOSFET technology, semiconductor device physics, and semiconductor device reliability. His contributions were acknowledged by semiconductor institutes and organizations worldwide.
Chinese booming semiconductor equipment market draws foreign companies despite export ban
Despite the US export ban and China's efforts to promote domestic production, the vast and expanding Chinese market, with its robust demand for semiconductor manufacturing equipment, continues to attract foreign companies. The US export ban further encouraged stockpiling demands of China-based chipmakers for advanced chipmaking tools made by foreign companies. China customs data shows that IC-making equipment imports from the Netherlands to China increased from US$2.5 billion in 2022 to US$4.6 billion in the first nine months of 2023, as the importers were eager to fill their inventories amid renewed US restrictions.
India's MosChip under new CEO eyes expansion into new verticals and global markets
India-headquartered semiconductor and system design services company MosChip Technologies recently announced the appointment of Srinivasa Rao Kakumanu as the new CEO and MD. In a conversation with DIGITIMES Asia, Kakumanu unveiled the company's strategic vision to broaden its horizons by venturing into new markets and diversifying its portfolio, thereby reinforcing its market position.