Wednesday 6 December 2023
AMD to ship up to 400,000 new AI GPUs in 2024, say sources
According to industry sources, AMD's new-generation AI GPU series, the Instinct MI300, will be available soon, with shipments expected to reach 300,000-400,000 units in 2024.
Tuesday 5 December 2023
Taiwan semiconductor firms should heed new US export restrictions, says economics minister
Taiwan's economics minister Wang Mei-hua has advised the firms in the local semiconductor industry to heed new export curbs and regulations imposed by the US.
Thursday 30 November 2023
US sanctions fuel pellicle shortage amid semiconductor industry slowdown
In the face of an overall slowdown in the semiconductor industry, the demand for pellicles, crucial for the exposure process, is outstripping supply. This surge is attributed to the...
Thursday 30 November 2023
Chipmakers target China through subsidiaries, JV, and localization
Despite the US' harsher export restrictions on China, chipmakers continue to pursue the Chinese market through localization, joint venture (JV), and subsidiary tactics.
Tuesday 28 November 2023
IC distributors find their niche as US targets China's AI chip industry
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...
Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Thursday 16 November 2023
Nikon and Canon to compete in lithography market share with cost-effective tools
The two Japanese tech giants, Nikon and Canon, are making waves in the semiconductor machinery sector. After a quarter-century hiatus, Nikon reenters the market with an i-line stepper...
Friday 3 November 2023
Alchip to see 4Q23 revenue rise
Taiwan-based Alchip Technologies, dedicated to supplying ASICs, expects to see its fourth-quarter revenue hit a peak for 2023 in the fourth quarter.
Thursday 5 October 2023
Rising US-China tensions affect Taiwanese IC design firms
With tensions between the US and China escalating, Taiwan-based IC design houses are under increased pressure and are becoming more cautious about doing business with Chinese customers,...
Tuesday 19 September 2023
Huawei's comeback will be center of attention at its new product announcement on Sept 25
The 2023 global smartphone market has very much been lackluster, with major brands all uncertain about their sales growth. Apple's iPhone 15 series is seen as the only stable contender...
Tuesday 5 September 2023
Is Huawei's Mate 60 Pro the start of a long-term comeback?
Currently, Huawei's global smartphone shipment sits at less than 30 million units annually. Can it return to its previous peak of 200 million units? The answer to this question is...
Wednesday 30 August 2023
With its exemption from US chip export ban on China set to expire, what is the South Korean supply chain's next step?
The tension between China and the US has put South Korea in an awkward position. Recently, it's reported that Samsung Electronics and SK Hynix are set to receive another one-year...
Monday 14 August 2023
US goes through with investment ban on China; South Korea concerned about potential supply chain crisis
With the signing of the executive order to restrict US investments in certain Chinese companies, South Korean semiconductor-related industries are feeling a sense of unease. While...
Wednesday 5 July 2023
Short-term impact of sanctions will be limited as GaN is not monopolized by China, say suppliers
The Chinese government recently implemented export sanctions on Gallium (Ga) and Germanium (Ge) related items, which include chips with the group III GaN semiconductor. Suppliers...
Wednesday 28 June 2023
US to consider additional sanctions on AI chip exports to China

With the rise of generative AI applications like ChatGPT and AI's increasing importance, the US is considering additional sanctions on exports...

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