As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown...
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...
WPG Holdings posted solid first-quarter 2025 results, supported by rising AI demand and advance orders prompted by US tariff policies. While acknowledging ongoing macroeconomic and...
Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual...
Chunghwa Telecom (CHT) is transforming data center construction through its all-optical network technology, establishing itself as a leader in distributed AI data centers. This advancement...
xAI, the artificial intelligence (AI) startup founded by Elon Musk, has acquired 1 million square feet (93,000 square meters) of land in southwest Memphis, Tennessee, for the expansion...
More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders...
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Chinese media reports that TSMC has formally notified its Chinese AI chip customers via email that, starting November 11 — known as Singles' Day in China — it will cease...
AMD is largely regarded as the only firm capable of challenging Nvidia's dominant position in the AI GPU market. AMD recently held its Advancing AI conference in San Francisco, where...
AMD will launch a new generation of MI325X chips utilizing HBM3E in October to enhance its standing in the AI GPU market, aiming to secure orders from AI server clients seeking to...
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture...
Nvidia continues to introduce downgraded versions of its AI and gaming GPUs for the Chinese market, which remains important to the US chip vendor, according to industry sources. New...
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
