1. Intel launches a new AI chip: inference performance is 50% faster than NVIDIA H100. 2. Semiconductor mature processes may have control risks
2024-04-10 05:10:20
1 Intel launches a new AI chip: inference performance 50% faster than Nvidia H1002 The mature semiconductor process may have control risks, and the industry's assessment of the impact varies3 South Korea promises to quickly seek chip investment incentives4 Western Digital reports a supply shortage of HDDs and SSDs, and NAND flash and hard disk products are adjusting prices5 Microchip and TSMC expand cooperation and activate TSMC's Japanese Kumamoto subsidiary's 40nm production capacity6 Crystal integration: mass production of 55 nanometer single chip, high pixel backlit image sensors7 The Secretary of Shilan Micro clarified that "buying chip stocks" refers to equity assets obtained through long-term equity investments8 Ant's subsidiary invested in AI chip manufacturer Moxin9 Lanqi Technology is the first to trial produce DDR5 clock driver (CKD) chips10 Counterpoint: In the fourth quarter of 2023, the global wafer foundry industry saw a month on month revenue growth of approximately 10%
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