Global server shipments to pick up in 3Q22 but drop in 4Q22, says DIGITIMES Research

Global server shipments are estimated to grow only 3.3% sequentially in the second quarter of 2022, much lower than the nearly 9% increase that DIGITIMES Research initially anticipated in April, but will continue to rise in the third quarter before dropping in the fourth quarter, according to the latest figures from DIGITIMES Research’s Server Tracker.

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SMIC founder reportedly sets up photomask materials firm in China

Richard Chang, who founded China’s pure-play foundry Semiconductor Manufacturing International (SMIC), has reportedly orchestrated the establishment of a semiconductor photomask materials company in the Chinese province of Zhejiang. A ceremony was held recently to mark the signing of a CNY3 billion (US$437.75 million) investment project involving the founding of the startup.

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More ban on semiconductor equipment to China accelerating tech decoupling

The US government has started to expand the ban on semiconductor equipment exports to China to include equipment under 14nm processing nodes and memory manufacturing tools in August, and required Chips Act subsidy recipients not to expand 25nm and below nodes process capacities in China. It is the US government’s effort to direct companies to produce in America. In the process, the decoupling of technologies between the two superpowers may have been accelerated.

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