1. Korea Herald reported, the United States is increasing pressure on South Korea, requiring it to cooperate with US export controls on China and urging it to only provide advanced chips such as high-bandwidth memory (HBM) to its allies. China has previously stated its position on US chip export controls on China many times, firmly opposing the United States coercing other countries to impose export restrictions on China.
2. The U.S. government is considering allowing Nvidia to export advanced H200 chips to Saudi Arabia, which would help the country train and run the most powerful artificial intelligence (AI) models, sources said.
3. Samsung has received a 2nm chip foundry order from Ambarella, a US edge AI chip company, with the goal of shipping the chips in 2025 and expected to achieve commercial production by the end of 2026 or 2027. The Elec reported.
4. US government to delay $8.5 billion in “chip bill” subsidies to Intel, Tom′s Hardware reported.
5. In August 2024, FuriosaAI officially launched the second-generation NPU chip “Renegade” (RNGD), which is an important milestone in the AI semiconductor industry. FuriosaAI CTO Han-jun Kim emphasized that it uses the fourth-generation high-bandwidth memory HBM3. This allows Renegade to run large language models (LLM) in data centers with 60% higher energy efficiency than Nvidia GPUs.
6. The NAND market is polarized: consumer-grade SSD prices are falling, while enterprise-grade SSD prices are rising.
7. Stellantis, the European parent of Ram, Dodge, Chrysler and Jeep, will invest more than $400 million in three Michigan plants to build more electric vehicles.
8. MIC: The penetration rates of AI PCs and AI mobile phones will reach 16.8% and 25% in 2025.
9. It is said OpenAI would launch the first AI model with reasoning capabilities, called “Strawberry.” Meta is watching closely and plans to create an “AI agent” to compete with OpenAI.
