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Friday 30 August 2024
Nvidia beats expectations again, as market raises the bar higher than ever
Nvidia's widely anticipated financial statement for the second quarter of fiscal year 2025 (up until July 28) has been announced. Its revenue has once again exceeded the financial...
Friday 30 August 2024
High-end Ethernet chip demand for AI data centers picking up
Hyperscale data center operators are adopting large volumes of high-end Ethernet chips to ensure all high-end GPUs in data centers can be connected to form a massive supercomputer,...
Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Tuesday 27 August 2024
Acme seeks new applications for SiC powder amid EV market slowdown
Taiwan's Acme Electronics is anticipating flat or slightly declining demand for its silicon carbide (SiC) powders used in electric vehicles (EVs) during the second half of 2024. To...
Monday 26 August 2024
SEA cloud free-for-all intensifies as AWS expands new Malaysia Region
Amazon's subsidiary, AWS, announced that its Region in Malaysia is now open, and it will be investing over US$6.2 billion in the country through 2038. Recently, Microsoft has also...
Friday 23 August 2024
EZconn sets record gross margin as AI demand fuels optical communication growth
Benefiting from the surge in AI server demand, optical communication manufacturer EZconn has joined the growth wave. In the first half of 2024, its consolidated revenue reached NT$2.268...
Wednesday 21 August 2024
AMD's new game in town: US$4.9 billion bet to challenge Nvidia's AI dominance
In a bold move to bolster its position in the fiercely competitive AI and data center markets, AMD has acquired ZT Systems for US$4.9 billion. This strategic acquisition signals AMD's...
Tuesday 20 August 2024
AMD acquires ZT Systems for US$4.9 billion to take on Nvidia
AMD is purchasing ZT Systems, a server hardware company. AMD has no intention of entering the server market. Instead, it's acquiring ZT Systems primarily for its skilled engineers...
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Thursday 15 August 2024
Cloud GPU growth to stabilize in 2025 after rapid increase
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
Tuesday 13 August 2024
Microsoft expands AI push in Taiwan with US$308 million fund
Microsoft's Asia Pacific tech conference, DevDays Asia, has reached its ninth year in Taiwan.
Monday 12 August 2024
Intel's market value nears OpenAI's following series of missed AI investment opportunities
Intel, a tech giant already struggling in the AI race, has seen its recent operational performance falter and its market value plummet to a level startlingly close to that of OpenAI...
Monday 12 August 2024
India roundup: Indian opto-semiconductor maker acquires US-based IC equipment company
India-based Polymatech acquired a US-based IC equipment supplier to build an integrated chipmaking business. Tata has begun building its first IC backend facility in Assam.