TSMC's overall fab capacity utilization rate is estimated to fall to 80% in the first half of 2023, with the utilization for 7/6 nm process capacity to see a widening fall, 5/4nm...
Nvidia is expected to advance the rollout of a downgraded version of its AI chips, dubbed AI 800, for shipments to Chinese clients in response to restrictions on its China-bound sales...
Alibaba Group may not rule out allowing its semiconductor arm T-Head Semiconductor to be spun off as an independent company to facilitate its financing operations, according to industry...
Qualcomm highlights AI technology breakthroughs in its latest flagship mobile SoC Snapdragon 8 Gen 2 unveiled at Snapdragon Summit 22, suggesting that AI computing capability will...
Taiwan-based Alchip Technologies, dedicated to supplying ASICs, expects the latest US restrictions on shipments of advanced chips to China to affect only 1-2% of its revenues, as...
Despite TSMC's robust sales in the past few years and estimated strong performance in 2023, geopolitical tensions will continue to influence the foundry's decision in capacity expansion...
Both TSMC and Samsung Electronics are seeing their production scale for 3nm chips constrained due to difficulty in having good control of orders from big clients, and their capacity...
Despite the US' latest restrictions on exports of advanced-node chips and related manufacturing equipment to China, China will still be capable of developing its homegrown AI chips...
The latest tough and expanded US restrictions on shipments to China of advanced chips manufacturing equipment, supercomputer chips and high-end AI and HPC chips will not only drastically...
Taiwan's OSATs remain uncertain about the arrival of orders from Nvidia and AMD for processing their new GPU chips, and are expected to see their high-end packaging and testing capacities...
Taiwan IC test interface solutions providers continue to embrace robust demand from major US HPC processor vendors Intel, Nvidia and AMD, which will effectively offset reductions...
TSMC is involved in an R&D project led by Nvidia to use its silicon photonic (SiPh) integration technology called COUPE (compact universal photonic engine) for graphics hardware...
Taiwan's OSATs including ASE Technology will see their backend services for Nvidia and AMD's AI GPUs stay unaffected before a US ban on exports of the advanced GPUs to China takes...
The fresh US ban on exports of AI GPUs to China has sparked market speculation that the restriction may prompt Chinese clients to accelerate and increase shipment pull-ins for advanced...
