SEMI said China mainland spending on chipmaking equipment will exceed $40 billion for the first time in 2024. The Chinese chipmaking equipment market will shrink in 2025 as China rushes to make advance purchases amid tensions with the United States.
Although Trump criticized the CHIPS Act for being too costly, raising concerns that chip manufacturers including TSMC might lose subsidies to set up factories in the United States. But experts said the CHIPS Act is safe in the short term as the United States supports the return of advanced manufacturing.
Apple has approached Foxconn to build artificial intelligence (AI) servers in Taiwan as the iPhone maker looks to accelerate its computing power and capture a bigger piece of the generative AI boom.
Nvidia is developing a new CPU based on the ARM architecture.
Infineon releases new generation of GaN power discretes with superior efficiency and power density.
Nordic has unveiled a strategic restructuring plan that includes an 8% reduction in its global workforce to enhance operational efficiency and focus on critical initiatives.
It’s rumored that TSMC sent a formal email to all current AI chip customers in mainland China, announcing that starting next Monday (November 11th, 2024), it will suspend the supply of all 7-nanometer (nm) and higher-advanced process chips to AI/GPU customers in mainland China.
Driven by demand for artificial intelligence, China Taiwan chip output value will hit a record US$165 billion.
Nvidia shares hit an all-time high on Thursday, Nov 7th, 2024, becoming the first company in history to have a market value of more than $3.6 trillion.
