Wednesday 29 November 2023
Chinese AI chip startups forge ahead amid US export curbs and domestic support
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...
Tuesday 28 November 2023
SK Hynix sees DRAM market share hit 35% in 3Q23
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,...
Monday 20 November 2023
China Big Fund II invests in CGRA AI chip startup Tsing Micro
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...
Monday 20 November 2023
Weekly news roundup: Samsung reportedly to produce 4nm chips for AMD and other top stories
These are the most-read stories during the week of November 13-17:
Monday 13 November 2023
Can Nvidia and Intel's new China-only GPU versions circumvent US government scrutiny?
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...
Wednesday 8 November 2023
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,...
Thursday 2 November 2023
AI chip vendors expect little impact from fresh US chip ban on China
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;...
Monday 30 October 2023
Intel CEO: Will work with BIS on export control but believes it will have 'plenty of opportunity in China'
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...
Friday 27 October 2023
IC backend houses see AI chips, CPO stimulate advanced packaging demand
AI chips and co-packaged optics (CPO) will stimulate demand for advanced packaging in 2024, during which the semiconductor industry is expected to rebound.
Thursday 26 October 2023
Additional Chinese orders for Nvidia AI chips cut short as US ends 30-day notice period
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...
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Tuesday 24 October 2023
China homegrown AI chip development proceeding despite US ban
The Chinese chipmaking industry continues to make strides in the domestic development of artificial intelligence (AI) processors despite stricter US bans. Prominent Chinese corporations...
Monday 23 October 2023
US chip ban on China believed to see diminishing marginal effects
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...
Friday 20 October 2023
Tenstorrent's vision for the AI Revolution: Conversation with Chief CPU Architect Lien Wei-han
In a rapidly evolving technological landscape, the convergence of artificial intelligence (AI) and hardware is reshaping how people perceive computing and its potential applications...
Friday 20 October 2023
Cambricon and Huawei forge divergent paths in AI chip development amid prolonged US blacklisting
The recent update to the US government's chip ban has raised concerns about its potential impact on Chinese chipmakers, particularly in the realm of high-performance computing (HPC)...
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