Amanda Liang

China's National Semiconductor Industry Investment Fund (aka the Big Fund) has provided financial support to NineCube, a Chinese electronic design automation (EDA) company established in 2011, according to local media reports.

The three major players in advanced chip manufacturing have secured CHIPS Act subsidies by promising to increase investments in fabrication facilities within the United States. With more than half of the direct subsidies in their coffers, they are mandated to introduce cutting-edge 2-nm production lines on American soil.

Brite Semiconductor, in which SMIC is the second largest shareholder, officially debuted on the Sci-Tech Innovation Board, with its stock soaring, leading to the gradual recovery of SMIC's investments.

Under the fast-changing technology trend, no matter which way China's AI industry chooses to build its ecosystem or stay compatible with CUDA, the

ASML, a Dutch equipment firm with a stranglehold on lithography equipment and a monopoly on high-end extreme ultraviolet (EUV) exposure machines, has

American memory chip giant Micron Technology, which has not built a new fab in the US for 20 years, is expected to step up its construction of new manufacturing facilities in New York state after securing an estimated US$6.1 billion in government grants, with the facilities to focus on AI memory chips.

As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing

In the coming years, the proportion of revenue from TSMC's AI processor manufacturing is expected to steadily increase.

AMD challenges Nvidia's dominance in the AI market with its Instinct MI300 accelerator which has been well-received by the market. However, since Nvidia's next-generation Blackwell platform is priced lower than expected, how would that impact AMD?

Semiconductor Manufacturing International Corporation (SMIC) recently reported a robust momentum with a year-on-year revenue growth of about 20% in the first quarter of 2024, but it may be difficult to sustain. Compared to Taiwan Semiconductor Manufacturing Company (TSMC), which recently lowered its global wafer fabrication revenue growth forecast for 2024 to between 14% and 19%, SMIC's Co-CEO Zhao Haijun also agreed, suggesting that 2024 might witness a "weak recovery" with insufficient growth momentum.