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Friday 20 December 2024
Supermicro H14 servers empower the next generation of AI workloads
The High-performance computing (HPC) market is continuously gaining strong momentum, with research finding that the global market is expected to grow massively for applications requiring...
Thursday 19 December 2024
2nm race heats up: Japan enters as Samsung, Intel scramble against TSMC
The competition for advanced logic processes at the 2-nanometer level will enter its production phase in 2025. Following their absence in the 5nm and 3nm generations, both Intel and...
Tuesday 17 December 2024
Tech giants prioritize cost-performance ratio for AI investment; Nvidia's computing clusters gain traction
US cloud service providers (CSPs) are entering a new phase of AI investment, with continued growth in capital expenditures (capex), driving short-term demand for high-end AI chips...
Tuesday 17 December 2024
Intel's chip delays disrupts Taiwan PC and server supply chain
Intel CEO Pat Gelsinger retired on December 1, 2024, leaving CFO David Zinsner and senior executive Michelle Johnston Holthaus to serve as interim co-CEOs. While the board works to...
Monday 9 December 2024
India's AI ambitions take shape with a sovereign ecosystem
India is intensifying its focus on establishing sovereignty in artificial intelligence (AI), emphasizing technological self-reliance and global competitiveness.
Friday 6 December 2024
AMD CEO Lisa Su is ready for the AI spotlight
Advanced Micro Devices (AMD) CEO Lisa Su has spent most of her decade in the top job at the chipmaker keeping a tight rein on expectations.
Wednesday 4 December 2024
Reviving Intel from the ashes: TSMC veterans eyed as Gelsinger successor
Intel, historically a leader in the semiconductor sector, is encountering a significant crisis following the reportedly forced retirement of its former CEO. The challenge lies in...
Wednesday 27 November 2024
Speculation arises about AMD developing AI mobile chip; insiders remain doubtful
Recent market speculation suggests that AMD has developed an AI processor (APU/NPU) suitable for mobile devices. With its exclusive GPU technology, it is expected to compete in the...
Wednesday 27 November 2024
40nm crisis: how TSMC shaped Nvidia's triumph, AMD's demise
The 2009 TSMC 40nm process crisis was a defining moment for the wafer foundry industry, offering pivotal lessons for the broader semiconductor sector. As TSMC founder Morris Chang...
Tuesday 26 November 2024
AMD inaugurates the second phase of Bengaluru design center
AMD inaugurated an R&D center in India while affirming its commitment to invest the US$400 million announced in 2023. The company is building two supercomputers in India specifically...
Monday 25 November 2024
Weekly news roundup: Trump's return casts shadow over TSMC's AI chip expansion
Semiconductor Week in Review (Nov 17 - 23):
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...