Macquarie: TSMC production costs in the United States may be 30% higher than in Taiwan. ROHM and TSMC form strategic partnership in automotive GaN power devices. Synopsys plans to sell two assets as it seeks EU approval for its $35…
Nvidia was investigated: the fine could be up to $5 billion. It was reported for supply cuts two years ago. Nvidia was investigated for violating the restrictive commitments it made when it acquired Mellanox in 2020. According to the requirements…
TSMC US factory will produce Blackwell GPUs for Nvidia in 2025. The Biden administration announced that the U.S. Department of Commerce will provide up to $75 million in direct subsidies to Absolics, a subsidiary of South Korea’s SKC, and up…
SEMI: Global semiconductor equipment shipments reached $30.38 billion in Q3 2024, up 19% year-on-year and 13% month-on-month. Top 5 shipments: China $12.93 billion; Taiwan $4.69 billion; South Korea $4.52 billion; North American $4.43 billion; Japan $1.74 billion; Europe $1.05 billion.…
Intel new CEO candidates revealed: including former Cadence Design Systems CEO Lip-Bu Tan and Marvell CEO Matt Murphy. TSMC will begin mass production of semiconductors using its N2 (2nm-class) manufacturing process in the second half of 2025. TSMC engineers say…
Musk’s high demand for AI chips increases Nvidia delivery pressure. Nikkei News pointed out that the net profit of the world’s top ten semiconductor manufacturers in Q3 2024 (July-September 2024, some are June-August or August-October) totaled US$30.4 billion, a year-on-year…
Nvidia Jensen Huang once said: Intel wants to bankrupt us, we need to destroy it. TSMC: N2P IP is ready, customers can now design performance-enhanced 2nm chips. Counterpoint Research pointed out in the report that in the first three quarters…
Nvidia 2024 Q3 revenue reached $35.1 billion, a year-on-year increase of 94% and a month-on-month increase of 17%; according to GAAP standards, net profit was $19.31 billion, a year-on-year increase of 109%. Tesla has asked Samsung and SK Hynix to…
NVIDIA officially launched two new AI solution hardware platforms, Blackwell GB200 NVL4 and Hopper H200 NVL. The GB200 NVL4 module is configured with two Blackwell GB200 GPUs on a larger motherboard, that is, two Grace CPUs and 4 Blackwell B200…
Nvidia Blackwell GPUs are facing severe overheating issues when loaded into high-volume server racks containing 72 chips, delaying shipments until January 2025, according to people familiar with the matter. The problems have led to design changes and delays, and raised…
