U.S. Department of Commerce recently unveiled an extensive set of rules and regulations designed to tighten export restrictions on advanced computing items. The primary objective?
To prevent China from acquiring cutting-edge semiconductor technology.
Chinese chip makers will still have access to essential ASML equipment for the next four months. Peter Wennink also pointed out that the new US restrictions are targeted at only a limited number of Chinese fabs involved in advanced semiconductor manufacturing, thereby excluding the vast majority of ASML's Chinese customers.
Just 4 months after the historic India-US joint declaration by President Of The United States Joe Biden & PM Narendra Modi ji, Ministry of Electronics and Information Technology has entered into a partnership with IBM in #Quantum, #AI & #Semiconductors - technologies that are set to shape the future.
~MoS, India.
While the timeline for 2nm mass production may have been adjusted, Samsung's commitment to staying at the forefront of the industry is evident.
Huawei's push for self-sufficiency is evident, and its partnerships within China are strategic. iFlyTek, a leading Chinese AI software company, uses Huawei's Ascend 910, and the company is partnering with state-owned software firms to drive its vision. The ambition to become a major provider of computing power for AI in China aligns with the nation's focus on self-sufficiency.
TSMC has introduced the N2 with a backside power rail solution, tailored for High-Performance Computing (HPC) applications. HPC is vital for tasks that require significant computational power, such as scientific simulations, artificial intelligence training, and complex data analysis.
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TSMC CEO : " We will outperform Intel's 18A with our N3P already, our internal assessment shows our N3P demonstrated comparable PPA to 18A competitors' technology but with an earlier time to market and much better cost. Our 2nm technology without backside power is more advanced than both N3P and 18A."
Google has announced its plans to commence the assembly of its Pixel smartphone series in India, following the footsteps of other tech giants who are keen on the South Asian market for device manufacturing. Google's initial local manufacturing efforts will focus on the current lineup, including the Pixel 8 and Pixel 8 Pro.
“Customers continue to be uncertain about the shape of the demand recovery in the industry. We therefore expect 2024 to be a transition year,”
~ASML CEO Peter Wennink
