Out in Front
Tuesday 2 April 2024
Notebooks exported to China may be subjected to case-by-case review due to built-in AI chips
The US Bureau of Industry and Security (BIS) under the Department of Commerce (DOC) issued additional export controls on March 29 local time.
Tuesday 2 April 2024
Tougher US chip ban on China may eclipse Chinese AI PC market
Stricter chip export bans by the US Department of Commerce on China may overshadow the potential of China's AI PC market, according to industry sources.
Wednesday 27 March 2024
China's ban on US chips may present opportunities for Taiwan ASIC designers
Taiwan-based ASIC designers are quietly seeking business opportunities arising from China's prohibition on the public sector's use of US chips, according to industry sources.
Friday 23 February 2024
Major Chinese CSPs to participate in upcoming Nvidia event
Nvidia will hold a special China AI Day for the Chinese market at its GTC conference in March, inviting cloud computing and large language models (LLM) leaders from Baidu, Alibaba...
Tuesday 20 February 2024
China's chip imports and exports fell in 2023
According to data from the General Administration of Customs of the People's Republic of China (GACC), semiconductor imports and exports fell in 2023 for the second consecutive yea...
Monday 29 January 2024
Weekly news roundup: Huawei seeks complete independence from Android with 'Pure-Blooded Harmony'
These are the most-read DIGITIMES Asia stories in the week of January 22-26:
Wednesday 10 January 2024
Self-driving chips to be next battleground for US and Chinese vendors
Competition between US and Chinese chip vendors is heating up in the self-driving market segment, according to industry sources.
Monday 11 December 2023
US updated semi export control to have little effort in stopping China semi development, says DIGITIMES Research
Following the announcement to impose export restrictions aimed at blocking China's semiconductor industry development in October 2022, the US government released multiple new measures...
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...
Friday 24 November 2023
Micron and GlobalFoundries hit by US trade sanction shockwave
Amid a global surge in semiconductor production, worries about excess capacity are on the rise. The recent tightening of US trade sanctions on semiconductor equipment bound for China...
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...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research