You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
https://www.cbsnews.com/video/gina-raimondo-talks-microchips-russia-china-60-minutes-video-2024-04-21/
I love Lesley Sthal's response when Rainmondo says, "we have the most sophisticated semis", "you mean Taiwan".
:D
https://knometa.com/news/?post=china-to-become-world-039-s-largest-source-of-ic-wafer-capacity-by-2026
It looks like China is leading in the older node. China is pretty good at mass produce once they master the art (tech) just like solar panels and EV car.
https://www.reuters.com/technology/intel-survived-bid-halt-millions-sales-chinas-huawei-sources-say-2024-03-12/
AMD is not a foreign company. Why Intel is allowed to sell to Huawei but not AMD?
I think this cycle of AI hype is real. Facebook took a long time since Zuck wrote the first line of PHP code to become a member of Magnificent 7. I didn't invest in Meta back then 'cause I think Social network is a fab that will die out but here we are.
Nvidia is selling the tool to dig the AI...
is 7 trillion going to be used on Nvidia's chip? why not build OpenAI's own AI chip with 7 trillion? Sam can hire the best to design the next-generation AI chip and a better platform than Nvidia's CUDA and hire Daniel as a consultant on how to spend that 7 trillion. :)
"In talks with TSMC, Altman has said he wants to build dozens of chip-fabrication plants in the next few years, the people said. His vision would be to raise the money from Middle East investors and have TSMC build and run them."
Isn't this going to increase the chip glut even more?
how about the boost from Huawei? it's a fact that Huawei's new phone chip is from SMIC. didn't the Chinese media report the phone is selling over a million? shouldn't orders from Huawei boost their revenue?