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Promising AI chip demand from Nvidia has injected optimism back into the associated backend suppliers regarding their 2023 business prospects, according to industry sources in Taiwan.
Tata Electronics is reportedly looking for land to set up a new factory in southern India as the electronics venture by Tata Group slowly forays into the handsets and semiconductor manufacturing business.
Despite the declining financial performance dragged by the Data Center, Marvell expects AI to provide a tailwind to its networking business as enterprises need faster connectivity between data centers.
An influx of Nvidia orders requiring super hot runs (SHR) have shored up capacity utilization rates for TSMC's 5nm process platform to almost full, according to industry sources.
China's top foundry SMIC unexpectedly removed 14nm process service from its webstie home page, and its co-CEO Liang Mong Song, the key figure in charge of the company's development of advanced processes, has not made public appearances for a long time, sparking market concerns about whether and how its process advancement will be carried on or will eventually become an unrealized dream of Liang.