Nvidia said to launch new AI chip for China
Nvidia, the world’s largest company by value, is reportedly developing a new artificial intelligence (AI) chip based on its flagship product B200 for the China market.
Semiconductors asian news
America’s priority should be chip design leadership
Chips are the key economic and military enablers of the industrial world. South Korean President Yoon Suk Yeol recently described chip technology leadership as paramount to a country’s economic survival (Wall Street Journal, June 5, 2024). The impact on military matters is overwhelming. As David Goldman and I wrote in the the Wall Street Journal on December 23, 2018: “Silicon, not Steel, will win the Next War.”
TSMC is chasing a trillion-transistor AI bonanza
TSMC has announced that its semiconductor manufacturing operations are rapidly recovering from the disruption caused by the earthquake that hit Taiwan on April 3 and that its revenue target for 2024 remains unchanged. The company’s factories were built with a high degree of earthquake resistance.
China has a plan, and it’s working
The “two sessions” in early March – the National People’s Congress and the Chinese People’s Political Consultative Conference – took no macroeconomic action of significance, to the consternation of pundits who expected dramatic action from Beijing in the form of monetary ease, or consumption stimulus, or a property bailout.
US wants allies to boost chip ban against China
The United States has reportedly called on its allies, including Japan and the Netherlands, to strengthen their chip export ban after media reports said China will use deep-ultraviolet (DUV) lithography machines to mass produce 5 nanometer chips this year.