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Friday 21 February 2025
Apple unveils iPhone 16e as affordable option, targets iPhone 11/12 users for upgrades
Apple has officially unveiled the iPhone 16e, marking a significant shift in the company's strategy as it also announces the discontinuation of the iPhone SE product line. The iPhone...
Friday 21 February 2025
Ubitus CEO discusses the impact of DeepSeek, predicts continued growth in GPU demand
DeepSeek, a Chinese AI startup, has fueled growing attention toward low-cost models in the AI industry. Ubitus Founder and CEO, Wesley Kuo, believes that lower training costs will...
Thursday 20 February 2025
xAI Grok 3 overcomes training bottleneck with liquid cooling
Elon Musk's xAI has unveiled its latest AI large language model (LLM) Grok 3, which the company claims is the most powerful AI model on Earth. The development team revealed they encountered...
Thursday 20 February 2025
Retailers hoard RTX 5090, betting on crypto boom revival; Asus, MSI see profits surge
Nvidia's RTX 5090 and RTX 5080 launched on January 30, but demand has far outstripped supply. The limited initial stock, a common trend for high-end Nvidia GPUs, quickly vanished...
Thursday 20 February 2025
Taiwan AI supply chain gears up for next boom as Nvidia GPU demand surges
The advent of DeepSeek and other factors are contributing to the current shortage of Nvidia's GPUs, as Taiwan's AI industry supply chain is on the brink of entering its third wave...
Wednesday 19 February 2025
ASICs struggle to challenge Nvidia's GPU dominance
The increasing adoption of application-specific integrated circuits (ASICs) for artificial intelligence (AI) has sparked discussions about potential competition to Nvidia's GPU market...
Monday 17 February 2025
India's AI ambitions face GPU supply and cost challenges
India's push to become a global AI powerhouse is facing a major hurdle — limited access to high-performance GPUs. While large enterprises are investing in AI, startups, businesses,...
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
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
Friday 7 February 2025
Chinese AI chip suppliers work with DeepSeek to boost competitiveness
With the growing buzz surrounding DeepSeek, its website and application have seen a massive surge in traffic. The influx of new users has led to repeated "server busy" delays, raising...
Wednesday 5 February 2025
DeepSeek ripples low-cost chip in the AI market, impacts HBM suppliers
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
Tuesday 4 February 2025
CSPs embrace DeepSeek as AI infrastructure spending surges
China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have...
Tuesday 4 February 2025
China GPU market struggles with oversupply and fragmented ecosystem
China's AI sector is transitioning from massive model development to inference applications. While tech giants like ByteDance and Alibaba have constructed large GPU clusters, much...
Tuesday 4 February 2025
DeepSeek's open-source AI breakthrough challenges Meta's strategy
Chinese startup DeepSeek has disrupted the AI industry with its low-cost, open-source model, prompting industry giants to reassess their approaches. Sega Cheng, AI expert, and iKala...
Monday 3 February 2025
Samsung to launch enhanced HBM3E in 1Q25, doubles supply target
Samsung Electronics (Samsung) plans to release an enhanced version of HBM3E as it works to close the gap with SK Hynix in HBM supply and DRAM development. The company aims to double...
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