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...

Nvidia has launched its next-generation GeForce RTX gaming GPUs built using TSMC's 4nm process technology.

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...

Following the revelation on September 1 that the US are restricting Nvidia's and AMD's AI GPUs to China, Nvidia has followed up with an update that the US government has already greenlighted...

China's progress in developing its homegrown AI and HPC processor industry will be curbed by the US fresh restrictions on exports of advanced GPUs crucial for artificial intelligence...

The US has once gain tightened the loop around China's semiconductor industry, and this time it is specifically targeting China's high-performance computing, especially machine learning...

The market for ABF substrates is slightly oversupplied, due mainly to sluggish demand for PC processors and GPUs, according to market sources.

Despite earlier rumors of setback, Samsung has decided to continue its cooperation with AMD to develop GPUs, as revealed on August 25 in an announcement.