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...Samsung and SK Hynix are large sources of second-hand equipment supply due to the rapid turnover of tools as memory chipmakers move swiftly from one generation of chip to the next....
...SK Hynix is the world’s leading producer of high-bandwidth memory chips, crucial components in Silicon Valley giant Nvidia’s graphics processing units, which are used to train systems such as Open AI’s ChatGPT...
...Two years ago, Nvidia made most of its money selling graphics cards. It was a household name only to the most dedicated PC gamers....
...A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
...“So that’s also a reason we equipment and tool vendors need to seek new growth drivers,” he said, adding that there were also new opportunities in chip packaging, an area of the supply chain that was traditionally...
...He said that Tesla had installed 35,000 H100 Nvidia AI model training graphics processing units and that this number would rise to 85,000 by year end....
...The South Korean company, which supplies the “high bandwidth memory” chips used in Nvidia’s H100 graphics processing units, posted an operating profit of Won346bn ($260mn) in the three months to December...
...These facilities are vital for building a complete chip supply chain....
...Since then, the graphic card has become a hot commodity in Hong Kong and China....
...Malaysia’s semiconductor industry has capitalised on companies shifting supply chains to protect against geopolitical risk, a strategy known as “China plus one”....
...He adds that major western semiconductor equipment manufacturers cannot sell their most advanced equipment to China because of US restrictions....
...The supply of the graphics processor is still limited in the city-state more than three months after the updated US export controls were announced, vendors said....
...areas of the supply chain....
...At least 17 city governments, including the largest, Shanghai, have pledged to provide “computing vouchers” to subsidise AI start-ups facing rising data centre costs as supplies of crucial chips become more...
...Such efforts underline how Huawei is trying to build up its own chip supply chain and prove to the world it can withstand a US clampdown....
...While its old rival is focused on AI, Apple is hoping the launch of its new Vision Pro headset next month will usher in a new era of “spatial computing” that relies on rich 3D graphics and new kinds of hand...
...Speaking to reporters this week, he said his company’s most immediate challenge was the volatile prices of displays, which have been fluctuating violently due to supply gluts....
...A version of this article was first published by Nikkei Asia on November 16. ©2023 Nikkei Inc. All rights reserved....
...Ericsson has scored a significant victory over rival Nokia after US giant AT&T selected the Swedish group for the rollout of a new kind of 5G network, in a deal that will shake up the equipment supply chain...
...China, the dominant solar equipment supplier, doubled production capacity last year to more than 1tn watts and now produces nearly three times more panels than global demand, according to the International...
...A version of this article was first published by Nikkei Asia on March 6. ©2024 Nikkei Inc. All rights reserved....
...Apple described the A17 Pro chip as “game-changing”, including the “biggest redesign in the history” of its custom processors for rendering graphics and video games....
...This shift of key iPad engineering work is a major boost for Vietnam’s position in the global electronics supply chain, executives and analysts told Nikkei Asia....
...However, industry experts and analysts believe SMIC might run out of equipment maintenance and material supplies before it can manufacture advanced chips....
...A version of this article was first published by Nikkei Asia on January 16. ©2024 Nikkei Inc. All rights reserved....
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