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NEWS TAGGED BLACKWELL
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Wednesday 12 February 2025
Why are Quanta and Foxconn unfazed by GB200 delivery delays?
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...
Thursday 6 February 2025
Arm stands to benefit as AI innovations spur chip demands, with DeepSeek emerging as driving force
Amid the excitement surrounding AI, which is prompting developers to create related products that demand more Arm-based ASIC chips, Arm anticipates reaping the benefits of this surge...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Friday 17 January 2025
TSMC and Nvidia confirm no order cuts; continue to thrive in AI boom
TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.
Friday 17 January 2025
CoWoS-L production capacity gradually increasing, confirms Nvidia CEO
During the inauguration ceremony of SPIL on January 16, Nvidia founder and CEO Jensen Huang stated that the Blackwell system has now fully entered production, which will gradually...
Tuesday 14 January 2025
Nvidia reportedly faces setbacks: hyperscalers slash GB200 orders over overheating issues
Major cloud service providers are reconsidering their procurement strategies for Nvidia's Blackwell chips following serious technical issues, particularly overheating problems and...
Tuesday 14 January 2025
TSMC maintains CoWoS equipment orders despite Nvidia demand concerns
TSMC has maintained its equipment orders, despite market rumors regarding a decrease in demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging from Nvidia. According to sources at...
Monday 13 January 2025
Blackwell revenue set to surpass Hopper in early 2025, says Nvidia's Jensen Huang
Nvidia CEO Jensen Huang announced at the 2025 Consumer Electronics Show (CES 2025) that Nvidia and its partners have begun full-scale production of the Blackwell GPU for artificial...
Friday 10 January 2025
MediaTek optimistic about expanding Nvidia partnership
The Nvidia GB10 Grace Blackwell Superchip demonstrates the successful collaboration between MediaTek and Nvidia, highlighting the strong foundation of mutual trust between both companies,...
Wednesday 8 January 2025
CES 2025: three highlights from Jensen Huang's keynote
Nvidia CEO Jensen Huang's keynote at CES 2025 showcased three major innovations: the GB10 AI chip and Project DIGITS personal AI supercomputer, the Cosmos platform for physical AI...
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