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  Chip material manufacturer Soitec will follow TSMC and other customers to build factories in the United States
  1. Institution: Global semiconductor revenue decreased by 9% in 2023, while Nvidia doubled to second place
  2. Samsung forms a new HBM enhancement team and accelerates the development of AI chip Mach series
  3. SK Hynix collaborates with TEMC to develop the first neon recovery technology in the semiconductor industry

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  TSMC invests $65 billion to establish a factory in the United States, with news stating that the United States has yet to solve the problem of AI chip manufacturing
  1. US pressure on South Korea to restrict semiconductor technology exports to China, Ministry of Foreign Affairs responds
  2. Hon Hai announced its March revenue of NT $447.5 billion, a month on month increase of 26.9% and a year-on-year increase of 11.8%
  3. Samsung Electronics has started collaborating with Naver to develop the next generation AI chip Mach-2

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  Samsung Electric's mass production of semiconductor packaging substrates for AI PC
  1. Institution: The global PC market has returned to pre pandemic levels, with 59.8 million units shipped in Q1
  2. Google launches Axion, an ARM based data center AI chip with performance 50% higher than x86
  3. Meta launches new AI chips aimed at reducing reliance on Nvidia

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