Analyst Claus Aasholm: Nvidia H20 GPU sales in China grew 50% month-on-month. Due to US export restrictions, Nvidia cannot sell its high-end Hopper H100, H200 and H800 processors to China without a government export license, so it instead sells its…
Nvidia B300 is coming soon: 288GB HBM3E, 50% performance improvement, TDP 1400W. SemiAnalysis TSMC 2nm process is too expensive. The iPhone 17 equipped with the A19 series processor launched in 2025 will not use this technology. It will not be…
Nvidia and AMD are currently forcing AIB partners to ship next-generation GPUs to warehouses in China ahead of schedule to avoid impending tariffs of up to 40% from the Trump administration. To cope with the risks of Trump 2.0, the…
ASML CEO: China chip manufacturing technology lags behind the West by 10-15 years due to Western restrictions on EUV lithography machines. Advantest: AI phones could support chip industry if data center spending slows. Omdia: Foxconn will become the world’s largest…
TSMC, Samsung, and Intel will compete to mass-produce 2nm chips in 2025. Musk xAI has raised another $6 billion in Series C, with investors including A16Z, BlackRock, Fidelity Management & Research Company, Kingdom Holdings, Lightspeed, MGX, Morgan Stanley, OIA, Qatar…
The South Korean government has decided to expand policy financing for four cutting-edge industries (semiconductors, displays, secondary batteries, and bio) to USD17.55 billion won by 2025. By 2024, more than 14,600 chip companies in China will go bankrupt, while 52,000…
The United States asked Nvidia to investigate how its chips flowed into China. SoftBank has made a stock acquisition offer, and OpenAI employees may cash out $1.6 billion. Samsung Display will work with Dolby to enhance automotive OLED display technology.…
NVIDIA CEO Jensen Huang: GB200 production is progressing smoothly, AI server production line is fully loaded. The Biden administration is preparing to launch a trade investigation into “older model” semiconductors produced in China in response to concerns that the United…
TSMC has disclosed details of its 2nm process, which will reduce power consumption by 24% to 35% or improve performance by 15% at the same voltage, and increase transistor density by 1.15 times compared to the previous generation 3nm process.…
TSMC is taking advantage of high-performance computing (HPC) applications such as AI to aim for record-breaking US dollar revenue this quarter and in 2024. Recently, due to the possibility of tightening regulations after Trump takes office, customers have received urgent…
