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Friday 13 September 2024
Nvidia AI chip supply chain grows amid market skepticism
The supply chain for Nvidia's AI processors continues to evolve and expand, despite recent negative market sentiment, according to industry sources.
Wednesday 11 September 2024
AMD shifts focus to mid-range GPUs, targets 40-50% market share
In the gaming graphics processing unit (GPU) market, Nvidia currently holds an 88% market share, while AMD accounts for only 12%. An AMD senior executive stated during an interview...
Monday 9 September 2024
Nvidia invests in Japan-based Sakana AI, fueling global GenAI race
The Japan-based startup founded by former Google researchers, Sakana AI, announced that it has received a total of JPY20 billion (US$138 million) from various investors including...
Friday 6 September 2024
China-based startup initiates IPO process as Chinese AI chip market grows
Shanghai Enflame Technology, a Chinese AI chip company backed by Tencent, has recently filed its intention to IPO with the Shanghai Bureau of the China Securities Regulatory Commis...
Friday 6 September 2024
Xiangdixian slashes workforce, retains only critical roles
Recent reports suggest that Chinese GPU startup Xiangdixian Computing Technology has collapsed due to funding issues and dismissed its entire workforce. However, the company later...
Thursday 5 September 2024
PSMC unveils Logic-DRAM and 2.5D interposer
On August 4, Powerchip Semiconductor Manufacturing Company (PSMC) unveiled the Logic-DRAM multi-layer wafer stacking technology and 2.5D interposers to meet rising AI demand.
Thursday 5 September 2024
What is at stake in Nvidia antitrust probe?
The US Department of Justice's antitrust probe against Nvidia came as no surprise. The chip vendor has made enormous profits since early 2023 with its stock price skyrocketing, thanks...
Thursday 5 September 2024
China GPU industry braces for consolidation
Over the past two years, local GPU manufacturers in China have been on a roller coaster ride.
Monday 2 September 2024
Peak season fails to boost 3Q24 memory spot pricing
Even though the third quarter is the traditional peak season for consumer electronics and other end-market applications, DRAM and NAND flash memory spot prices have decreased almost...
Monday 2 September 2024
Arm bets on gaming-grade GPUs to drive growth amid AI boom and mobile stagnation
The significantly surging demand for graphics cards is driving more companies to enter the GPU market, catering to gaming enthusiasts, enterprise computing centers, and other AI ap...
Monday 2 September 2024
Chinese GPU startup, potential Nvidia rival, denies bankruptcy despite organizational adjustment
Reports indicate that Xiangdixian, a China-based GPU design house considered a potential rival to Nvidia, has declared bankruptcy due to cash flow issues and has laid off nearly 400...
Monday 2 September 2024
Future of GenAI is clouded; Industry structure requires change, says VCs
Whether the benefits of Generative AI (GenAI) can be expanded from infrastructure to platforms and break the current situation, where the market is dominated by a few companies like...
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
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...
Tuesday 27 August 2024
Manz AG anticipates growth in advanced packaging amid CoWoS shortage
The semiconductor industry is experiencing a surge in demand for advanced packaging technologies, driven by the rapid growth of high-end AI servers and generative AI. This trend has...