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Thursday 14 March 2024
Cloud's bursting: In the AI-fueled clash of the CSPs chips are the rainmakers
Artificial Intelligence (AI) is catalyzing the demand for cloud services.
Tuesday 12 March 2024
Not just Nvidia: Intel and Qualcomm forge ahead with AI ambitions in 2024
During the 2024 Mobile World Congress (MWC), a noticeable trend emerged among US-based chip manufacturers, highlighting a heightened focus on AI integration. Companies like Qualcomm...
Tuesday 12 March 2024
Taiwan expands Aviation FTZ to expedite AI chips and server shipment
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Monday 11 March 2024
Samsung eyes opportunity in AI chip manufacturing market amid TSMC dominance
As companies strive to establish themselves in the AI era, the South Korean industry is monitoring whether Samsung Electronics can capitalize on the AI chip orders.
Thursday 7 March 2024
Backend houses gearing up for AI chip boom
The arrival of the Artificial Intelligence (AI) age has underscored the increasing importance of semiconductor packaging and testing, with makers stepping up efforts to expand advanced...
Tuesday 5 March 2024
AMD hits US roadblock in selling AI chip tailored for China
Advanced Micro Devices Inc. hit a US government roadblock in attempting to sell an artificial intelligence chip tailored for the Chinese market, according to people familiar with...
Tuesday 5 March 2024
China tech leaders propose AI policy advice amid mounting pressure on economic growth
For the first time in three decades, the press conference of China's Premier after the "Two Sessions" was scrapped, reflecting unspeakable pressure to face grilling questions regarding...
Tuesday 5 March 2024
Can Huawei fill the gap in the Chinese AI Chip market left by Nividia amid US restrictions?
With Nvidia restricted from exporting high-end artificial intelligence (AI) processors to China, all eyes turn to Huawei to see if it can fill the market gap. While Huawei's latest...
Tuesday 5 March 2024
2024 Industry Outlook (4): Automobile production migration from advanced to emerging countries
The market is looking forward to the business opportunities of electric vehicles; however, the demand has been impacted by the weaker-than-expected macroeconomic growth.
Tuesday 5 March 2024
UMC and PSMC cut into supply chain for AI chips
Pure-play foundries United Microelectronics (UMC) and Powerchip Semiconductor Manufacturing (PSMC) have received orders for Si interposers, allowing them to enter the supply chain...
Monday 4 March 2024
HBM technology and capacity deployment

Introduction

Monday 4 March 2024
Nvidia, TSMC's 2nd biggest client in 2023, only behind Apple
Nvidia became TSMC's second-largest customer in 2023, trailing only Apple.
Monday 4 March 2024
D-Matrix eyes India as a crucial market, aims for 30% workforce share
AI chip startup d-Matrix has revealed plans to expand its presence in India, highlighting India's significance as an R&D hub and a key market. The company aims to boost its Indian...
Thursday 29 February 2024
AI wave to boost high-end probe card demand
The AI boom is injecting momentum into various industries, including the semiconductor testing solutions sector, where suppliers see strong demand for wafer probe cards and IC test...
Research Report Database
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