NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.

Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called

Semiconductor industry observationDec 12, 2024 10:16

"KSM" warning: south korea's October exports cool significantly, with chip exports slowing down.

South Korea's total exports increased by 1% in the first 20 days of October, a significant drop from the 7.5% growth rate for the entire month of September. Exports of petroleum products and wireless communications equipment plummeted. At the same time, amid concerns about chip demand, South Korea's semiconductor export growth rate has been slowing for several consecutive months.

wallstreetcnOct 21, 2024 14:57

Citigroup: The next five CPI data will be like the canary in the coal mine!

Golden10 DataJul 11, 2024 13:45

Data Analysis: CPI, the "ksm" of the financial market.

Golden10 DataJul 11, 2024 13:36

Global economic 'ksm' export growth slowed down, while semiconductor exports still surged by 50.2%.

Early trade data from South Korea shows that export growth has slowed down this month.

Zhitong FinanceJun 21, 2024 10:53

The global economy's “canary” trade surplus hit a 41-month high! Chip exports surged 54.5%

Driven by strong global demand for chips, South Korea's export data, which has the title of the global economy's “canary”, continued to grow sharply in May, driving the country's international trade balance to the largest surplus level since 2020, and supporting the Bank of Korea's policymakers' optimistic view that this year's economic expansion was better than expected. Shipments reflecting differences in weekdays increased 9.2% year-on-year, down from 11.3% in April, according to data released by Korea Customs on Saturday. Without adjustments, South Korea's overall export data for May increased by 11.7%, while total imports fell by 2%.

Zhitong FinanceJun 1, 2024 14:05