China-developed AI chips enter 7nm and below era
The manufacturing of AI chips developed by Chinese companies has started to enter the 7nm node and below despite the US' frequent sanctions on China's AI products, according to sources from the AI chip supply chain.
TSMC CEO C. C. Wei weighs in on India's chip foundry ambitions
Foxconn called off the joint venture plan with India's Vedanta Group without disclosing the reason. Interestingly, market rumors are now saying that Foxconn is discussing with TSMC and Japan's TMH Group for possible foundry cooperations.
Although TSMC declined to make any comment on this market rumor due to the legal requirement for maintaining silence before the earnings release, actually C. C. Wei, CEO of TSMC, has already made TSMC's stance on this issue very clear on several occasions.
Samsung Foundry reportedly received 4nm AI chip order; advanced packaging may become bottleneck
Reports stated that due to Samsung Foundry's massive improvement in its 4nm process yield rate, it has already secured an AI chip foundry order from a major data center client.
AMD unlikely to shift 3nm chip orders to Samsung, sources say
AMD is unlikely to transfer 3nm chip orders to Samsung Electronics, given that it has been working with TSMC on the technology for at least two years and that its relationship with TSMC extends to 2nm process fabrication, industry sources believe.
RAMP-C program on Intel 18A adds 2 strategic defense industrial base customers
According to Intel, Boeing and Northrop Grumman have joined phase two of the Department of Defense's RAMP-C program, which aims to facilitate a leading-edge US foundry ecosystem on Intel 18A for commercial and government customers.
US and Europe take different approaches when addressing China's compound semiconductor strategy
China has always hoped that, through compound semiconductors like silicon carbide (SiC) and gallium nitride (GaN), it can leapfrog Europe, the US, Japan, and Korea and break their established dominance in silicon-based semiconductors.
Japan is eyeing heterogeneous integration on way to mass-produce 2nm chips
As Japan is developing the technology for mass-producing 2nm chips, they are not only trying to increase the transistor density on a single die but also to combine multiple dies with heterogeneous integration.
AMD's global server CPU market share tops 25%, says Lisa Su
As the market's attention is focusing on AMD's confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter of the year, AMD CEO Lisa Su disclosed that AMD's server market share has continued to progress and has exceeded 25%.
Tokyo Electron: AI chip equipment demand will boom in 1H24
Japanese semiconductor equipment maker Tokyo Electron (TEL) pointed out that the trend of generative AI like ChatGPT has already driven the demand for semiconductor equipment. Despite that, the current scale is still quite minor. Clear contributions to revenue will start to surface in the first half of FY24.
