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Friday 20 October 2023
Nvidia RTX 4090 see soaring prices and stockouts following the latest US sanctions
The Biden administration's new export control regulations have impacted the civilian consumer market. While the US Department of Commerce claims that the chip ban rules will exempt...
Friday 20 October 2023
Huawei starts preparing P70 smartphone mass production for 2024 launch
The Mate 60 series' great commercial success in China has given Huawei a boost in confidence with various media reporting that the Chinese brand is already stockpiling components...
Friday 20 October 2023
China's subsidy strategy has caused countries to reconsider their approach
While China's "undefeated" industrial development model based on government subsidies has led to trade wars in the past, it has also made China very resilient. In recent years, amid...
Friday 20 October 2023
Cambricon and Huawei forge divergent paths in AI chip development amid prolonged US blacklisting
The recent update to the US government's chip ban has raised concerns about its potential impact on Chinese chipmakers, particularly in the realm of high-performance computing (HPC)...
Thursday 19 October 2023
Walsin continues to see demand for automotive, communication passive components grow
Automotive applications are expected to drive major passive components makers' growth in 2023. Taiwan-based Walsin Technology estimated that the number of global EV charging stations...
Thursday 19 October 2023
China's AI industry grapples with mixed prospects amid escalated US chip controls
With the Biden administration's heightened export controls on semiconductor chips to China, the Chinese AI industry finds itself in a mixed picture of some rejoicing and others facing...
Thursday 19 October 2023
TSMC expects 11% sequential revenue growth in 4Q23
TSMC expects to post revenues of between US$18.8 billion and US$19.6 billion in the fourth quarter of 2023, which is an 11.1% sequential increase at the midpoint. Gross margin and...
Thursday 19 October 2023
Taiwan-based Profet AI poised to scale up in Asia
Manufacturing is the cornerstone of many Asian countries. Profet AI helps manufacturers improve efficiency by empowering their employees with AI. The Taiwan-based AI software developer...
Thursday 19 October 2023
Shenzhen becomes China's new semiconductor hub
Shenzhen, where Huawei and Tencent's headquarters are situated, has become the center of China's semiconductor industry. As more and more local semiconductor companies choose to set...
Thursday 19 October 2023
TSMC to raise sub-7nm foundry quotes in 2024
TSMC plans to raise sub-7nm foundry quotes by 3-6% in 2024, while quotes for 16nm and above process manufacturing will remain stable, according to industry sources.
Thursday 19 October 2023
China accounts for almost half of ASML 3Q23 system sales
China was ASML's largest market, accounting for nearly half of the fab toolmaker's total system sales in the third quarter of 2023.
Thursday 19 October 2023
Research Insight: US export curbs on chips to impact China's data center infrastructure
The US has announced additional chip rules against China. DIGITIMES Research posits that these measures will heighten the challenges associated with China's acquisition of AI and...
Thursday 19 October 2023
New Chinese firms placed on the Entity List, but US semiconductor players are not happy about it
In a new wave of updated semiconductor regulations, Chinese GPU companies Shanghai Biren Intelligent Technology and Moore Threads Technology are added to the Entity List, which will...
Wednesday 18 October 2023
Huawei's comeback rattles Apple's iPhone 15 sales in China
Sales of Apple's latest iPhone 15 series in China are dwindling, falling behind its predecessor, iPhone 14, according to a recent research. This drop is linked not only to a general...
Wednesday 18 October 2023
How Taiwan's server and chip suppliers perceive the new round of AI GPU restrictions
The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...