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Monday 15 January 2024
China mulls great AI chip leap as Nvidia disappoints
Unimpressed by Nvidia's reduced performance GPU chips, Chinese cloud titans Alibaba and Tencent look to homegrown replacements.
Friday 5 January 2024
Memory suppliers eye AI PC boom
Memory suppliers and other supply chain companies are looking to capitalize on the AI PC trend in 2024, according to industry sources.
Wednesday 3 January 2024
Nvidia still leads the way for supply chain manufacturers in 2024
After being the focus of 2023, Nvidia will continue to be a pillar behind the PC and server industries in 2024. The company's upcoming product launches at CES 2024 are rumored to...
Tuesday 2 January 2024
With Intel and AMD joining AI chip race, Nvidia takes one step ahead
With the rapid development of generative AI and large language model (LLM) applications, the data center AI chip market size will also leap upward in 2023. While competitors AMD and...
Thursday 28 December 2023
AI chip rivalry heats up: Micron and Intel challenge Samsung, SK Hynix and Nvidia dominance

As the artificial intelligence (AI) chip market gains momentum, major players are strategically exploring new avenues to capitalize on the growing opportunities. Companies...

Thursday 21 December 2023
China customers complain about having to wait 1 year to get Nvidia GPUs
Under the US export restriction of AI chips, Large Language Model (LLM) computing service providers in China noted that they must wait over 1 year to lay their hands on Nvidia's AI...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Tuesday 19 December 2023
Why would China send GPUs to Malaysia for advanced packaging?
A Reuters report quoted three people familiar with the fact that more and more Chinese IC design houses are having their chips packaged in Malaysia, worrying that the US...
Tuesday 19 December 2023
Strong high-end packaging demand to buoy Winstek in 2024
Taiwan-based IC backend firms, including Winstek Semiconductor (formerly STATS ChipPAC Taiwan), are positioning themselves to take advantage of robust demand for high-end packaging...
Wednesday 13 December 2023
Inventec successfully commercializes self-developed AI chip IP
Taiwan-based information communications technology (ICT) manufacturer Inventec disclosed that its self-developed VectorMesh embedded neural network processor has signed contracts...
Thursday 7 December 2023
Samsung and SK Hynix will both supply HBM3 for AWS Trainium 2
Following Nvidia and AMD's footsteps, cloud service provider AWS has started to design its proprietary artificial intelligence (AI) chips. This move is deemed beneficial for the growth...
Wednesday 6 December 2023
Samsung joins forces with Hanhwa for 4nm AI chip manufacturing
Samsung Electronics is actively expanding its 4nm foundry customers. It's reported that VisioNexT, a subsidiary of the Hanwha Group, will place orders with Samsung to manufacture...
Tuesday 5 December 2023
Chinese LLM developers turn to leasing amid AI chip shortage
Due to the chip shortage brought by export restrictions imposed by the US, China-based tech firms turned their eyes to computing rental service providers, leading to doubling fees...
Monday 4 December 2023
Raimondo warns Nvidia not to cut corners and reiterates AI chip export control
AI chip company Nvidia was called out by the US Secretary of Commerce Gina Raimondo at the Reagan National Defense Forum in Simi Valley, California during the weekend, warning that...
Wednesday 29 November 2023
AWS and Nvidia unveil Project Ceiba and bring GH200 into Cloud
Nvidia co-founder and CEO Jensen Huang showed up at the AWS re:Invent conference and announced a strategic collaboration between the two companies. AWS will become the first cloud...
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Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research