1. Nvidia AI chip H200 has started to be supplied, with a performance improvement of 60% -90% compared to H100. 2. The United States may soon announce a "ban..."
2024-03-29 13:22:17
1 Nvidia AI chip H200 has started to be supplied, with a performance improvement of 60% -90% compared to H1002 The United States has been exposed that it may soon release a list of Chinese chip companies that are prohibited from receiving critical technologies. Our embassy responded that the United States will stop generalizing its national security concept3 SMIC: Net profit in 2023 was 903 million US dollars, a year-on-year decrease of 50.4%4 TSMC has established a plan to build a 2nm process plant5 Samsung has officially listed GDDR7 graphics memory chips in its product catalog6 Counterpoint: In Q4 of 2023, TSMC wafer foundry accounted for 61% of the market share7 South Korea's semiconductor production surged by 65.3% in February, the largest increase in 14 years8 Samsung Electronics expects HBM production capacity to be 2.9 times higher than last year, higher than previously expected9 US State Department: The United States and Mexico will collaborate to develop semiconductor supply chains10 Guanghetong has released the development platform Fibot for embodied intelligent robots based on Qualcomm's high computing power chips
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