Nvidia is reportedly mulling outsourcing a portion of its AI GPUs to Samsung Electronics for fabrication amid increasingly tight capacity supply from TSMC. Industry observers noted...
TSMC is expected to see a significant revenue rebound in the second half of the year, which will be driven by not only the launch of new iPhones but also strong demand for AI chips...
ZTE exhibited its new computer infrastructure at the just-concluded MWC Shanghai 2023 in response to the rise of generative artificial intelligence (AI). As one of China's top two...
Due to the bandwidth limitations of DDR SDRAM in high-speed computation, high bandwidth memory (HBM) is rapidly gaining popularity as a means to circumvent memory transmission speed...
Samsung Electronics and SK Hynix are expected to see their memory production cuts significantly generate positive results in the second half of 2023, after experiencing a slowdown...
The widespread popularity of ChatGPT has turned almost all of the world's attention to AI. Even Apple, which has typically been at the forefront of tech trends, was unable to shift...
ChatGPT, the chatbot that uses the GPT language model developed by OpenAI, has become the fastest-growing consumer application in history, according to a UBS study. Since its release...
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
The emergence of ChatGPT has made generative AI a focal point of the market. However, when people are still focused on the computing power providers behind generative AI, namely AI...
ChatGPT sparked market growth and refocused attention on AI servers and related components, including power supply and cooling solutions. Delta Electronics, which has been engaged...
Given that Inventec is the sole provider of motherboards for ChatGPT servers, the company's 2019 investment in server systems integrator (SI) ZT has become the primary driver for...
With its crucial CoWoS (chip on wafer on substrate) backend technology in high demand for AI GPU chips, TSMC's long-established "one-stop-shop" advantage for advanced chips manufacturing...
