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Thursday 21 November 2024
Inside TSMC II: Nvidia's 40nm crisis and Morris Chang's solution
"The supreme quality of leadership is integrity." —Dwight D. Eisenhower.
Tuesday 19 November 2024
AMD distributor Weikeng eyes 2025 AI boom
Peripheral IC distributor Weikeng Industrial has seen robust growth in 2024 driven by strong AI demand, which is expected to continue into 2025 as prospects for AI servers and PCs...
Tuesday 19 November 2024
AMD's layoffs: trimming resources or deeper cuts?
Despite recording over US$1 billion in profits during the third quarter of 2023 and thriving in the AI market with double-digit growth, AMD recently announced a 4% workforce reduction,...
Monday 18 November 2024
AMD hits record server market share in 3Q24 as Intel counters in client PC market
2024 has been a standout year for AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 processors. Mercury Research's...
Monday 18 November 2024
Weekly news roundup: Intel-AMD merger plan faces market doubts, antitrust scrutiny
Semiconductor Week in Review (Nov 10 - 16): In a week dominated by seismic shifts in the semiconductor landscape, TSMC's suspension of sub-7nm chip supply to Chinese AI firms and...
Thursday 14 November 2024
AMD cutting about 4% of workforce to focus resources on AI push
Advanced Micro Devices (AMD) is shedding about a thousand jobs as part of an effort to refocus on newer markets like artificial intelligence chips.
Tuesday 12 November 2024
Merger speculation raises questions for Intel, AMD future
Recently reports have emerged that the Biden administration has proposed a controversial plan to bolster Intel by merging its chip design division with AMD's corresponding departments...
Tuesday 12 November 2024
Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Friday 8 November 2024
Bolstered by US partnerships, Micron's HBM3E progress outpaces Samsung
The competition in the high bandwidth memory (HBM) market intensifies between South Korea's two major DRAM giants, Samsung Electronics (Samsung) and SK Hynix. Meanwhile, US manufacturer...
Friday 8 November 2024
UAlink group challenges Nvidia's NVLink with open AI standard in 1Q25
The Ultra Accelerator Link (UALink) Consortium has officially become a legal entity, establishing itself to set a new high-speed, low-latency communication standard for AI data center...
Tuesday 5 November 2024
Taiwan chips in over US$103 million to boost AMD's R&D center initiative
Following Nvidia's footsteps, AMD is set to establish an R&D center in Taiwan. The project has received approval from the Ministry of Economic Affairs (MOEA) under its "Global...
Tuesday 5 November 2024
x86 Alliance takes shape as Intel and AMD join forces in AI era
In a bid to counter the rising influence of Arm in the PC and server processor markets, Intel and AMD have joined forces to establish the x86 Ecosystem Advisory Group. Announced at...
Friday 1 November 2024
Intel secures two design wins for 18A, but 0.4 defect density unfit for mass production
Intel's third-quarter results exceeded expectations amid ongoing cost reduction efforts. Intel secured two design wins from customers and shared its partnerships with AMD and TSMC.
Thursday 31 October 2024
OCP Summit highlights rise of AI hardware demand, Intel-AMD x86 alliance
The Open Compute Project (OCP) Summit, held in San Jose on October 14, drew record crowds of over 7,000 attendees and more than 100 exhibitors, along with over 200 specialized presentations...
Thursday 31 October 2024
Nvidia plans ARM-based PC platform to rival Intel, AMD
The surge in generative AI applications is fueling fresh demand for AI servers, while simultaneously revitalizing end-user devices like PCs and smartphones. More than a year ago,...
Holtek
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