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NEWS TAGGED AI CHIPS
Tuesday 4 July 2023
With AI as catalyst for market competition, Samsung is expected to launch HBM4 within the year
After ChatGPT brought enthusiasm to the high-bandwidth memory (HBM) market, the competition between Samsung Electronics and SK Hynix is becoming increasingly intense. Following SK...
Tuesday 4 July 2023
CHPT sees slow sales recovery
Chunghwa Precision Test Tech (CHPT), a provider of IC test interface solutions, expects a slower-than-expected sales rebound in the third quarter. The second half will still outperform...
Monday 3 July 2023
TSMC sees robust AI chip orders from Nvidia, Broadcom, AMD through 2024
TSMC is expected to see a significant revenue rebound in the second half of the year, which will be driven by not only the launch of new iPhones but also strong demand for AI chips...
Friday 30 June 2023
Tougher US ban to impact Nvidia, AMD revenue from Chinese market, but Taiwanese firms still see opportunities
The US is reportedly contemplating new restrictions on the supply of artificial intelligence (AI) chips to China, seeking to further curb the growth of China's semiconductor industry...
Thursday 29 June 2023
HBM memory demand to boom
Due to the bandwidth limitations of DDR SDRAM in high-speed computation, high bandwidth memory (HBM) is rapidly gaining popularity as a means to circumvent memory transmission speed...
Thursday 29 June 2023
Samsung, SK Hynix to score positive results in 2H23 from memory output cuts
Samsung Electronics and SK Hynix are expected to see their memory production cuts significantly generate positive results in the second half of 2023, after experiencing a slowdown...
Thursday 29 June 2023
TSMC to see fab utilization rates rise substantially
Pure-play foundry TSMC will see its fab utilization rates, notably for sub-7nm process manufacturing, rise substantially in the second half of this year, according to sources at fab...
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...

Monday 26 June 2023
Demand recovery for large-size displays benefiting peripheral IC supply chain
Large-size displays such as TVs have seen demand recover earlier than smaller ones for handset, notebook and other consumer electrics devices after becoming the first to enter inventory...
Tuesday 20 June 2023
Jentech to see sharp growth in heat spreader shipments for AI servers
Heat spreaders have to be made bigger and thicker to support AI chips with a larger surface areas and higher performance, according to Jentech Precision Industrial president Chin-Lung...
Friday 16 June 2023
SK Hynix looking to renew its partnership with Nvidia through HBM3E
AI chip market leader Nvidia is reportedly interested in testing SK Hynix's latest generation of high-bandwidth memory (HBM). If the two sides successfully collaborate, it will help...
Wednesday 7 June 2023
Edge AI market to take off, say IC design houses
The market for edge AI computing devices is poised to enter a period of expansion, according to sources at IC design houses.
Tuesday 6 June 2023
TSMC rushes to increase packaging capacity for Nvidia AI chips
TSMC has placed rush orders for CoWoS packaging equipment in order to meet surging demand for Nvidia's AI chips, according to sources at fab toolmakers.
Monday 5 June 2023
TSMC planning 3–6% price hike starting in 2024
TSMC is contemplating a 3 to 6 percent price increase for its advanced process manufacturing beginning in January 2024, according to sources at IC design houses. The price increases...
Friday 2 June 2023
ASE intros FOCoS-Bridge for AI and HPC chips
Advanced Semiconductor Engineering (ASE) has announced its latest fan-out-chip-on-substrate-bridge (FOCoS-Bridge) technology innovation, which involved qualifying a large 70x78mm...