The global chip shortage has persisted for some time, affecting many industries, from automotive to electronics. Recently, ASML, a company based in the Netherlands, has become the focal point due to its critical role in the chip supply chain. ASML is the leading manufacturer of photolithography machines, which are core equipment for chip production. Without … Read more
Reported by New Intelligence Source: Bloomberg Editor: yaxin [New Intelligence Overview] Amid a global chip supply crunch, Renesas Electronics, the third largest automotive chip manufacturer, has suspended production for a month due to a fire. Currently, Toyota is Renesas’ largest customer and is assessing the impact of the factory fire. As if the roof was … Read more
When everyone thought the U.S. would continue to lock down high-endAI chips, the White House unexpectedly approved the export of NVIDIA’sH20 to China! Indeed, this is the chip whose computing power has been cut down to only15% of theH100, but its bandwidth has secretly increased to4TB/s—the “special version”! If you have any understanding of theCUDA … Read more
With the ongoing chip shortage, the cost of raw materials has also risen. Chip manufacturers indicate that the increase in costs is a major issue contributing to the chip shortage. 90% of chip manufacturers report that rising raw material costs are continuously reducing their profit margins. They believe this trend will last for at least … Read more
In mid-May, a notice circulated regarding a major MCU manufacturer criticizing agents and sales for violating regulations by selling at high prices in the open market. MCU, short for Microcontroller Unit, is a microcomputer. It is small, with an ordinary MCU being about the size of a fifty-cent coin; it is inexpensive, with prices ranging … Read more
Intel is facing tougher times as the sales of its newly promoted AI PC chips have not met expectations, leading to a shortage of older chip production capacity. Intel announced that it will lay off employees in the second quarter, and various negative news has caused its stock price to plummet. Intel stated that customers … Read more
▲ On March 17, 2021, the China International Semiconductor Exhibition opened in Shanghai, with over 1,100 domestic and international exhibitors showcasing products and technologies across the entire industry chain, including chip design, manufacturing, packaging, testing, and equipment and material supply. (Xinhua News Agency/photo)The full text contains5,191words, and it takes about12minutes to read. In the 1980s, … Read more
According to messages from distributor channels, the price of the RK3588 used to be just over 300, but now it requires 400, and it is not guaranteed to be available.The shortages of the RV1109 and RV1126 are known facts, and the renewed shortage of the RK3588 is perplexing. The 3588 is a key model for … Read more
After ARM launched its MCU IP, it has become quite challenging to establish a strong chip manufacturer. Firstly, one must act quickly to seize market opportunities; secondly, having a loyal customer base for one’s own IP is crucial, as seen with Renesas, Microchip, and TI, who continue to use their own MCU core IP. Thirdly, … Read more
【Introduction】Recently, major PLC manufacturers have raised product prices, with some predicting that prices will continue to rise until next year, while others are even stockpiling in preparation for a profit! Although I am hesitant to draw conclusions, there are some clues from the perspective of the chip shortage. Mastering S7-1200 Data Blocks Mastering S7-1200 Memory … Read more