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US control over chips will continue to tighten amid concerns that China is catching up in the production of advanced semiconductors, Chinese media reports say.

Nvidia will be under constant attack, according to US officials, and even as they redesign their advanced chips to meet export standards, they will still be eliminated. For its part, the US has called out Nvidia, saying that if the company took any steps to change the design of a chip that would allow China to pursue an AI project, “I would be taking enforcement action the next day.”

02/07/2020

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Taiwanese media reported a significant price cut for TSMC's mature process technology? According to the latest news from supply chain feedback, the real price cut is the 7nm process technology.

There was a recent rumor that TSMC's mature process node would be reduced in 2024, but supply chain sources indicated that TSMC would actually reduce the price of its 7nm process node by between 5% and 10% to reduce capacity utilization.

02/07/2020

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Up to 30 percent! These chips have made the first shot at price increases!

WSTS noted that Q2-Q3 semiconductor revenue performance is strong, better than expected, part of the end market improvement, so slightly raised this year's semiconductor revenue estimate. 2024 global semiconductor market is expected to recover, storage chip revenue will be sharply 44.8%, is the main driving force to push up semiconductor revenue growth.

02/07/2020

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