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 reduced-price HGX H20 GPU to Chinese entities.
TSMC Arizona plant will begin producing 4nm chips in the second half of 2025 with a yield rate about 4% higher than that of Taiwanese plants of the same level. The cost is expected to be 30% higher than Taiwan. The plant main customers will be Apple, NVIDIA, AMD and Qualcomm.
Nvidia AI chip substrate supplier Ibiden is accelerating production expansion to cope with the surge in demand.
SCHOTT acquires cutting-edge quartz glass company QSIL GmbH to expand semiconductor manufacturing footprint.
AI to account for 70% of semiconductor market in 2030: Tokyo Electron CEO
Samsung plans to increase the brightness of QD-OLED TVs to 4,000 nits.
Microchip introduces integrated and compact CAN FD System Basis Chip solution for space-constrained applications.
Foxconn AI glasses ecosystem partners include Porotech, GIS, Powerchip and Fucai.
According to the latest news on the official website of Japan’s SakanaAI, the company has made major breakthroughs in the field of artificial intelligence (AI) in cooperation with MIT, OpenAI, Swiss artificial intelligence laboratory IDSIA and other institutions. The new technology they developed uses a model based on visual language for the first time to achieve automatic search and discovery of new artificial life. This technology no longer relies on the traditional cumbersome manual design process, increasing the possibility of exploring unknown life forms.
