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SEMIANALYSIS REPORT
China AI developers publish safety tests for just 3.6% of model releases, report findsOnly a fraction of the 857 AI models released by Chinese companies have undergone safety testing, with merely 3.6% revealing published eval...- A machine made by China sends shockwaves in the chip industryChina has begun mass-producing its own lithography machines, challenging ASML's global dominance. This development marks a significant step...
- China's memory chip makers ride AI boom to new power, US scrutinyChinese chipmakers CXMT and YMTC are now dictating memory chip prices globally. These companies are securing significant deals with major C...
- Nvidia begins Vera CPU sales pitch to Chinese clients, sources sayThe outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortu...
- China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...
- SemiAnalysis sues former employee over misconduct, trade secret claimsPer Dylan Patel, founder of the semiconductors and AI infrastructure intelligence and research firm, the unnamed employee had indulged in r...
- Competition heats up to challenge Nvidia's AI chip dominanceNvidia continues to dominate the AI chip market, leveraging its integrated hardware and software ecosystem. While cloud giants like Google ...
- Nvidia orders 300,000 H20 chips from TSMC due to robust China demandNvidia has ordered 300,000 H20 chips from TSMC, responding to strong Chinese demand after a US ban was eased. The H20, made for China, is l...
- Meta's Zuckerberg pledges hundreds of billions for AI data centers in superintelligence pushThe social media giant is among the large technology companies that have chased high-profile deals and doled out multi-million-dollar pay p...
- TSMC first-quarter profit likely soared but Trump policies cloud outlookTaiwan Semiconductor Manufacturing Co is set to report net profit of T$347.8 billion ($10.74 billion) for the three months through March 31...
- Was it a lie by the Chinese startup? Industry analyst says DeepSeek incurred $1.6 billion in hardware costs and has a fleet of 50,000 Nvidia Hopper GPUsChinese startup DeepSeek’s claims of cost-efficient AI development have been debunked. Industry analysts revealed that DeepSeek invested $1...
- Nvidia sales likely doubled - even that may not impress investorsNvidia's second-quarter revenue saw a notable rise amidst high investor expectations. The company's stock surged over 150% this year, drive...
- Meta to deploy in-house custom chips this year to power AI drive: memoFacebook owner Meta Platforms plans to deploy a new version of its custom chip, called Artemis, in its data centers this year. The chip aim...
- Nvidia to launch China-focused AI chip in second quarter of 2024US chipmaker Nvidia plans to begin mass production in the second quarter of 2024 of an artificial intelligence (AI) chip it designed for Ch...
- Nvidia launches new gaming chip for China to comply with US export controlsThe chip, which the company says offers a "quantum leap in performance, efficiency and artificial intelligence-driven graphics", will be av...
- Nvidia delays launch of new China-focused AI chipNvidia has told customers in China it is delaying the launch of a new artificial intelligence chip it designed to comply with U.S. export r...
- Tencent says has Nvidia AI chip stockpile but seeking to buy domesticPresident Martin Lau, on an analyst call following Tencent's third-quarter earnings report, said the US decision last month to ban the expo...
- US in game of "catch me if you can" with Nvidia on rules: Chinese mediaThe chip industry newsletter SemiAnalysisas reported earlier that Nvidia plans to release new artificial intelligence chips aimed at the Ch...
- Nvidia plans to release three new chips for China: AnalystsThe chip industry newsletter SemiAnalysis said that the Nvidia chips are called the HGX H20, L20 PCIe and L2 PCIe and that Nvidia could ann...
- Intel confirms more layoffs as it looks to reduce costsIntel announced plans to cut staff as it aims to reduce costs and boost efficiency amid a challenging macro-economic environment. The semic...
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