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Express News | Intel Exec Says TSMC Is The "Benchmark For What's Expected In The Industry"
WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies
China to Lift Fiscal Spending to Boost Economy
NVIDIA is facing dual challenges of competition and regulation; how long can the status of the AI king be maintained?
On the evening of December 12, Peking time, news reported that despite NVIDIA's significant role in advancing AI Hardware, its dominance is increasingly challenged by regulatory pressures and emerging competitors. NVIDIA has redefined the AI Chip Industry and has become synonymous with AI high-performance computing. Its GPUs have driven breakthroughs across multiple fields, from Medical Care to finance, making the company poised to become the Global company with the highest Market Cap by 2025. However, a recent series of challenges, including intense market competition and antitrust investigations encountered globally, are testing its dominance. In addition to antitrust reviews
Semiconductor design and manufacturing will merge again: Why are Taiwan Semiconductor and Samsung discussing DTCO at ICCAD 2024, which is in"focus"?
① Wei Shaojun from the China Semiconductors Industry Association stated that technology is the foundation for chip design companies to survive. A complete set of processes and methods suitable for their products needs to be established in design methodology, and DTCO points out the direction for industry development; ② Taiwan Semiconductor and Samsung have already had notable collaborative cases in the DTCO program, and the industry believes that the key to DTCO lies in addressing the issues of chip performance and mass production yield, effectively enhancing the production process.
Apple (AAPL.US) collaborates with Broadcom (AVGO.US) to develop internal AI Chips.
Apple and Broadcom are partnering to develop AI Chips, with mass production expected in 2026.
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JC Moo : United States will never protect anyone unless it's beneficial to the US. Don't be fooled by anything you heard on tv.
10baggerbamm OP JC Moo : oh the United States is going to protect Taiwan but taiwan's going to pay the United States Trump already came out and said that