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...
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...
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...
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)...
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...
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...
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...
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...
Under mounting US sanctions on AI chips, Chinese domestic GPU companies are accelerating development and entering capital markets to strengthen their position. In a significant move,...
On January 16, 2025, reports emerged that Muxi Integrated Circuit Co., Ltd. (MetaX), a Chinese GPU manufacturer, entered the IPO pipeline for the A-share market after completing its...
Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims...
The recent US chip ban is expected to exacerbate the challenging circumstances for China's GPU industry, intensifying both market and production pressures.
The latest US prohibition is prompting Chinese firms to step up their chip purchases, which is resulting in a surge in demand and prices for Nvidia's RTX 5090 GPU before its release,...
The latest US restrictions on AI chip exports have sent shockwaves through the global tech industry, casting a shadow over China's burgeoning tech sector. The restrictions create...
Microloops, a leading cooling module manufacturer, reached new revenue milestones driven by increased demand from Nvidia and AMD's upcoming graphics cards. The company reported revenue...
