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Friday 14 June 2024
AI chip vendors approach OSATs for possible FOPLP support
Fan-out panel-level (FOPLP) packaging is gaining attention from semiconductor firms seeking extra capacity support, and two AI chip companies are in talks with OSATs about potential...
Thursday 13 June 2024
Rapidus anticipates achieving a US$6.4 bln revenue target by 2030
Rapidus chairman Tetsuro Higashi said the Japanese pure-play foundry that aims to mass-produce 2nm chips could achieve its revenue target 10 years earlier than planned, as the AI...
Wednesday 12 June 2024
Apple Intelligence to challenge rival AI ecosystems
Apple officially debuted its AI application ecosystem "Apple Intelligence" at the 2024 Worldwide Developers Conference (WWDC24), making it available to all its product lines at once...
Wednesday 5 June 2024
Semiconductor foundry utilization rates seen higher than 80% in 2H24, thanks to AI boom
Driven by the Artificial Intelligence (AI) fervor, semiconductor foundry utilization rates are recovering worldwide. Industry sources in South Korea say that the average global semiconductor...
Tuesday 4 June 2024
Acer, Compal miss out on crucial supply chain for Nvidia AI chips
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...
Monday 3 June 2024
Why China needs US$47.5 billion for Big Fund Phase 3 when chip oversupply is already a concern?
Announcing a US$47.5 billion funding for Phase 3 of the National IC Industry Investment Fund (the "Big Fund"), China's next move is under the eye of global chip players.
Friday 31 May 2024
AI chips for all: DEEPX CEO Lokwon Kim's vision to democratize AI technology
The applications of AI are becoming increasingly widespread in our daily lives. With the continuous iteration of generative AI and large language models, various innovative applications...
Thursday 30 May 2024
Chinese AI chipmakers face US ban but remain optimistic
Top Chinese AI chipmakers SenseTime, iFlytek, and Biren have all been included in the US Department of Commerce's Entity List.
Tuesday 28 May 2024
Global chip vendor CEOs, key execs to attend Computex
The scheduled attendance of CEOs from major processor vendors, as well as other top executives from worldwide semiconductor companies, at the upcoming Computex will underscore Taiwan's...
Monday 27 May 2024
Nvidia's new AI chip pace down to one year; Blackwell's successor already on its way
Benefiting from the global surge in AI chip adoption, Nvidia's net profit for the first quarter of the fiscal year 2025 (ending April 28, 2024) soared to US$14.9 billion, an increase...
Thursday 23 May 2024
Applied Brain Research brings brain-inspired AI to the edge
In the ever-evolving landscape of Artificial Intelligence (AI) integration, Canada-based startup Applied Brain Research (ABR) develops technology that mimics how the brain processes...
Wednesday 22 May 2024
Generative AI at reasonable prices: Tenstorrent's strategy according to Chief CPU Architect Wei-han Lien
With Generative AI and other High-Performance Computing (HPC) demands surging, the costs for AI hardware, infrastructure, and energy consumption are also on the rise. Many companies...
Wednesday 15 May 2024
Broadcom's AI chip revenue to more than double in 2024 despite China market challenges
Broadcom anticipates that AI chip revenue will contribute 35% to its semiconductor revenue in 2024, up sharply from 15% in 2023. The AI revenue for the year is estimated to soar past...
Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Wednesday 8 May 2024
SoftBank is said in talks to buy troubled AI chip firm Graphcore
SoftBank Group Corp. is in talks to acquire Graphcore Ltd., a struggling British semiconductor startup once valued at $2.8 billion, according to people familiar with the deals.