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Friday 22 September 2023
AI GPU demand remains strong, says AWS
AI GPU demand remains strong and the chip shortage has yet to have a significant impact on Amazon Web Services (AWS), according to Robert Wang, managing director of AWS in Taiwan...
Monday 11 September 2023
3D chiplets to steer the next advanced packaging trend
Advanced packaging and testing have become the hottest topics in the semiconductor industry in 2023, with TSMC's CoWoS packaging technology experiencing extremely high demand due...
Monday 28 August 2023
Tools selling well in advance of AI gold rush: Why Nvidia's H100 is worth so much
If there's one company and one person that has garnered the attention of the entire tech sector in 2023, it's undoubtedly Nvidia and its CEO Jensen Huang. Back in February, Huang...
Monday 28 August 2023
Chinese companies see computing power and storage challenges in AI competition
The rising AI trend is heating up the competition between major computing companies, while Chinese companies, in particular, also have to face various challenges. In addition to the...
Friday 25 August 2023
Arm hopes to rely on AI for its IPO
British IP giant Arm recently made the big move of submitting an IPO application. However, the previously rumored high-profile anchor investors such as Apple, Intel, Nvidia, Amazon,...
Friday 25 August 2023
Few Taiwanese IC design firms currently benefit from cloud AI trend
Only a few Taiwanese IC design firms are reaping the benefits from the current cloud AI trend driven by the rise of generative AI, according to industry sources.
Tuesday 22 August 2023
Is AI server bandwagon loaded with hitchhikers?
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
Tuesday 15 August 2023
TSMC caters to AI GPU chip customers to meet market demand
Since ChatGPT ignited a race among competitors to develop their generative AI system in early 2023, the high-computing power demand has pushed up the sales of AI GPUs.
Tuesday 15 August 2023
Foxconn grows presence in upstream AI server segment
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Friday 4 August 2023
South Korea initiates major R&D project to boost chips packaging competitiveness
Recognizing the strategic importance of semiconductor packaging technology, the South Korean government is reportedly initiating a major packaging technology R&D project aimed...
Friday 4 August 2023
AMD's Lisa Su: AI production capacity has received sufficient assurance
AMD CEO Lisa Su's Asia tour in July to secure its supply chain became the focal point for analysts during the company's 2Q23 financial earnings call. In particular, discussions on...
Thursday 3 August 2023
CCL firm Iteq upbeat about demand for high-end car electronics
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Friday 28 July 2023
Nvidia prioritizes AI GPU supply for long-term partners
Nvidia has given its long-term partners, including Quanta Computer, Wistron, and Supermicro, priority to receive its AI GPUs which are in great demand, according to industry sources...
Friday 21 July 2023
AMD's global server CPU market share tops 25%, says Lisa Su
As the market's attention is focusing on AMD's confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter...
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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