As GPU demand remains strong, the industry’s next bottleneck is shifting from compute to data supply, with high-end memory capacity increasingly “spoken for”
The BEYOND International Technology Innovation Expo (BEYOND EXPO) is the largest platform for technological advancement in Asia, with a vision of “Empowering Asia, Bridging the World”. Since its inception in 2021, BEYOND EXPO has not only highlighted groundbreaking innovations but has also served as a catalyst for driving industry-wide transformation across the region and beyond.
The acquisition of Intel’s NAND and SSD business by SK Hynix, finalized on December 30, 2021, with the completion of the $9 billion payment, marks a pivotal realignment in the global semiconductor memory sector. Announced in October 2020, the deal includes Intel’s NAND flash memory and SSD operations, its Dalian, China-based fab, and related IP—excluding Intel’s OptaneTM (3D XPoint) business.
5th December 2024 – (Beijing) The China Automotive Chip Industry Innovation Strategic Alliance has unveiled its second whitelist, aimed at promoting the use of domestic semiconductor chips by Chinese automakers. This new list covers 10 categories of chips essential for various vehicle systems, including the body, chassis, engine, and intelligent driving technologies.
Microchips have been hailed by both technology and financial sectors as the new oil — the scarce, vital resource underpinning our modern world — because of their fundamental role in economies and their impact on key industries, innovation, and global competitiveness.
As China faces difficulties in developing high-bandwidth memory (HBM) for AI semiconductors, it is expected to rely on South Korean manufacturers for the foreseeable future, according to a Bank of America (BofA) analyst. The reasons are twofold: First, China’s AI market is growing rapidly, increasing the need for HBM. Second, the country’s efforts to develop HBM are hampered by stringent U.S. regulations on advanced semiconductor technology.
Guangdong, known as the economic hub of southern China, has introduced 45 initiatives aimed at promoting the adoption of AI across various industries to drive technological advancement. These measures, announced by the provincial government last week, set targets for the artificial intelligence sector to achieve a value of 300 billion yuan (US41.4 billion) by next year and 440 billion yuan by 2027. These goals correspond to 2.3 percent and 3.3 percent, respectively, of the province's GDP in 2023
Top AI executives tell us they're racing to overcome old-fashioned shortages — electricity, computing power, chips, data and engineering talent — to keep improving and deploying their world-changing technology.
Mike Allen,
Jim VandeHei
In recent months, the worldwide market for storage chips has experienced significant fluctuations, reflecting broader economic shifts and changing consumer behaviors. The industry, which encompasses critical components like NAND flash memory and DRAM, is pivotal for modern electronics, from smartphones to servers and data centers.
