Following the US tightening its controls on exports of high-end AI GPUs to China in October 2023, Chinese companies are turning to homegrown AI chips to build their computational...
As a result of robust sales of its high bandwidth memory (HBM), SK Hynix's DRAM market share surged to a new peak of 35% in the third quarter of 2023, according to research firm Omdia,...
US export restrictions aimed at curbing China's development in advanced semiconductors have hit the field of AI. With huge untapped potential in the AI market, distributors in the...
Intel's Meteor Lake "Core Ultra" CPUs, the first AI PC processing platform, are set to hit the market on December 14, with related supply chains anticipating a new rise in PC replacement...
Phase II of the China Integrated Circuit Industry Investment Fund (CICF), or the so-called "Big Fund," has announced an investment of 5.88% shares in Tsing Micro, boosting the company's...
Despite the heightened chip ban on China imposed by the US in October 2023 making it more difficult for American chipmakers to find ways to evade export controls, recent news reports...
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,...
The market believes escalating restrictions imposed by the US on AI chip shipments to China will detrimentally affect US chip vendors Advanced Micro Devices (AMD), Intel, and Nvidia;...
The Biden Administration surprised the market by accelerating the implementation of the AI chip ban. Besides Nvidia, which in an SEC filing said that the new US export restrictions...
AI chips and co-packaged optics (CPO) will stimulate demand for advanced packaging in 2024, during which the semiconductor industry is expected to rebound.
On October 24th, Nvidia disclosed in a document submitted to the US Securities and Exchange Commission (SEC) that the 30-day notice period for the 2023 export controls update by the...
The Chinese chipmaking industry continues to make strides in the domestic development of artificial intelligence (AI) processors despite stricter US bans. Prominent Chinese corporations...
The tightened chip trade ban newly imposed by the US has cast a substantial shadow over major Chinese AI chip makers, potentially blocking their access to advanced chip manufacturing...
