semiconductor supply chain

The Ban Boosts Domestic Substitution Demand: Huawei Chips Seize Nvidia’s Market

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The Ban Boosts Domestic Substitution Demand: Huawei Chips Seize Nvidia's Market

When the U.S. Department of Commerce announced an indefinite export ban on Nvidia’s H20 chip, was the Chinese AI chip industry ready to take over?Huawei’s Ascend 910C inference performance is already close to 60% of the NVIDIA H100, a figure that reflects not only breakthroughs in technological catch-up but also an industrial restructuring driven by … Read more

TSMC’s Move to the U.S.: A Major Shift in the Chip Industry and Seeking Favor with America

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TSMC's Move to the U.S.: A Major Shift in the Chip Industry and Seeking Favor with America

1. TSMC’s “Americanization”: From Technology Transfer to Mass Migration Recently, TSMC announced an additional investment of $100 billion in the United States, combined with a previous plan of $65 billion, bringing the total to $165 billion, setting a record for the largest foreign investment in U.S. history. This substantial amount will be used to build … Read more