Analysis: China imported a record $30.9B in chipmaking equipment in 2024, including $9.63B from Japan, $9.53B from the Netherlands, and $4.86B from Singapore
TAIPEI/SEOUL — China bought a record amount of foreign chipmaking equipment in 2024 as part of efforts to massively expand domestic chip production … X: @pstasiatech , @nikkeiasia , and @rwang07 X: Pa...
National Bureau of Statistics: China's integrated circuit output rose 40% YoY to 98.1B units in Q1, a sign that the country is expanding legacy chip production
production jumped 40% in Q1 2024 Josh Norem / ExtremeTech : US Sanctions Against China Could Turn It Into a Legacy Node Powerhouse TechNode : China's chip production soars 40% in Q1 despite US constra...
How the chip industry can build a multichiplet GPU with 1T+ transistors, which will be needed within a decade if the AI revolution continues at its current pace
Advances in semiconductors are feeding the AI boom — In 1997 the IBM Deep Blue supercomputer defeated world chess champion Garry Kasparov. X: @pstasiatech and @justindross . Forums: Hacker News X: P...
Internal documents: India accounts for $10B of Foxconn's annual revenue, or 4.6% of its 2022 revenue, as its India push shows the limits of “China plus one”
Financial Times : X: @birdyword , @financialtimes , @rmantri , @sushantsin , @pstasiatech , @chadbown , and @conradkbarwa X: Mike Bird / @birdyword : “Liu has said China accounts for 75 per cent of F...
As ASML reaches a ~€275B market cap, twice that of Intel, a look at the fundamental limits on making ever-smaller chips, which could finally end Moore's Law
For decades, ever-tinier semiconductors have allowed huge leaps in computing progress. Not for much longer, warn experts Bluesky: @revan.bsky.social . Tweets: @jasoncosta , @adam_tooze , @graphcoreai...
A look at Shanghai's status as China's chip hub: SMIC and SMEE making 14nm and 90nm chips, ~$36.95B market size in 2021 or ~25% of China's total, and more
Jiaxing Li / South China Morning Post : Tweets: @pstasiatech Tweets: Paul Triolo / @pstasiatech : Shanghai emerges as China's semiconductor highland City has emerged as a centre for China's most comp...
A look at China's rapid adoption of AI in health care, driven in part by the availability of high-quality data, as concerns remain over privacy and security
Concerns remain over privacy and security of mountain of healthcare data — A live-stream video of a 76-year-old woman pottering about her kitchen plays on Li Hong's phone. Tweets: @pstasiatech Tweet...
How “Huang's Law”, gains in AI chip performance even faster than Moore's Law, moves data processing from the cloud to the edge and may explain Nvidia's Arm deal
The rule that the same dollar buys twice the computing power every 18 months is no longer true, but a new law …Tweets:@pstasiatech,@eghosao,@octonion,@donal888,@paul_vucity,@mims,@bosefina,@daveg, and...