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NEWS TAGGED AI CHIPS
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)...
Thursday 19 October 2023
China's AI industry grapples with mixed prospects amid escalated US chip controls
With the Biden administration's heightened export controls on semiconductor chips to China, the Chinese AI industry finds itself in a mixed picture of some rejoicing and others facing...
Wednesday 18 October 2023
US processor vendors brace for escalation of ban against Chinese chipmakers
Nvidia, AMD, and Intel are all bracing for the effects of the new US chip bans on their Chinese customers, according to industry sources.
Tuesday 17 October 2023
Renesas deepens edge AI deployment with strategic investment in EdgeCortix
Renesas Electronics is strengthening its collaboration with the Japanese IC design startup EdgeCortix through a strategic investment to develop edge artificial intelligence (AI) solutions,...
Tuesday 17 October 2023
Nvidia B100 high-end test to begin in 2H24, benefiting OSAT players
AI server supply chain sources reveal that companies such as Foxconn subsidiary Ingrasys are currently experiencing an excessive amount of orders. Their factory workers are working...
Tuesday 17 October 2023
Suppliers plan ahead amid potential US ban on more AI chips
The US reportedly may impose stricter restrictions on Chinese chipmakers and Nvidia's downgraded AI H800 processors. In light of this, Taiwanese testing companies and probe card providers...
Thursday 5 October 2023
Is Huawei using enigmatic strategy to drive the US into a dilemma?
Huawei unconventionally releasing its Mate 60 Pro 5G smartphone in late August witout prior notice garnered global attention, but during the subsequent official product launch event...