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Nvidia Delays Blackwell AI Chips

Release date:2024-11-19Author source:KinghelmViews:1521

Global Semiconductor and Electronics Industry Updates:

1. Samsung Achieves Localization of OLED Material Supply Chain
Samsung has successfully localized the supply chain for silver etchants, a key material for small-to-medium OLED displays.

2. Foxconn Expands Nvidia Chip Production Facilities
Foxconn (Hon Hai Group) will establish new factories in the U.S., Mexico, and Taiwan to expand testing and production for Nvidia's Blackwell chips.

3. Volvo Sells Stake in Lynk & Co
Volvo has sold its 30% stake in Lynk & Co to Zeekr for a transaction value of 5.4 billion RMB ($740 million).

4. Nvidia Delays Blackwell AI Chips
Nvidia's new Blackwell AI chips reportedly face overheating issues, delaying shipments until January 2025.

5. Wolfspeed Stock Plummets Amid Leadership Shake-Up
Wolfspeed’s stock has dropped 85% this year, with the board unexpectedly removing CEO Gregg Lowe from his position.

6. Tata Electronics Acquires Majority Stake in Apple Factory
Tata Electronics has reached an agreement with Pegatron to acquire majority ownership of an Apple factory in Tamil Nadu, India.


Domestic Semiconductor Highlights:

1. BYD Unveils Custom 4nm Chip
BYD has launched the BYD 9000, a custom chip built on an advanced 4nm process.

2. Sutong Semiconductor Introduces Wi-Fi 7 Chip Samples
Sutong Semiconductor has officially released samples of its self-developed Wi-Fi 7 router chips.

3. Explosive Allegations of Judicial Collusion in Changsha
Song Shiqiang from Slkor Microelectronics revealed recordings suggesting collusion between key individuals and local judges in Changsha. Evidence will be progressively disclosed and submitted to higher authorities for investigation.

4. Joint Investment in Integrated Circuit Manufacturing
Eight domestic companies have jointly injected 19.99 billion RMB ($2.7 billion) into Beidian Integrated Circuits to fund a 12-inch IC production line project.

5. TSMC Plans Ten New Factories by 2025
TSMC plans to establish ten new factories globally by 2025, including ongoing and new construction projects.

6. Shenzhen Basic Semiconductor Renames and Expands
Shenzhen Basic Semiconductor Co., Ltd. has officially renamed itself Shenzhen Basic Semiconductor Corporation, marking a new phase of growth.


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