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Friday 14 July 2023
Intel keen to address AI computing power gap in China with customized Gaudi 2 chips
It appears that Intel strategically announced the launch of its customized AI processor, Habana Gaudi 2, for the Chinese market at a press conference held July 11 in Beijing, shortly...
Thursday 13 July 2023
China AI players eyeing integrated systems as GPU replacement
Under the influence of geopolitical factors, China's AI-related industry is facing the challenge that high-end GPU chips supply is being controlled by overseas supplier. In response,...
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Wednesday 5 July 2023
Nvidia reportedly mulls outsourcing partial AI GPU production to Samsung
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...
Monday 3 July 2023
TSMC sees robust AI chip orders from Nvidia, Broadcom, AMD through 2024
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...
Monday 3 July 2023
Arm unveils next-generation GPU architecture, propelling visual experiences of mobile computing to new heights
As smartphones become the primary devices for streaming media and with the rise of augmented reality (AR), 3D gaming, and increasingly sophisticated generative AI technologies, consumers'...
Monday 3 July 2023
ZTE sees generative AI drive new growth
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...
Thursday 29 June 2023
Chinese market for smuggled Nvidia GPUs expanding fast, says report
The market for smuggled graphics processing units (GPU), specifically for Nvidia's A100 and H100 chips, is expanding rapidly, according to a recent South China Morning Post (SCMP)...
Monday 26 June 2023
WinWay expects new capacity to ready to serve customers in 2 years; see growing orders for AI applications
Taiwan-based IC test interface specialist WinWay, who has been engaged in serving HPC customers, is expected to see its capacity from two new plants in Taiwan ready in two years to...
Monday 26 June 2023
TSMC to build new CoWoS capacity in central Taiwan
TSMC has readied plans to build new CoWoS (Chip on Wafer on Substrate) capacity at its manufacturing complex in the Central Taiwan Science Park (CTSP) to meet a rapid surge in demand...
Monday 26 June 2023
China-subsidized GPU firm MetaX founded by former AMD executives to compete with Nvidia
With the latest generative AI boom, GPUs from Nvidia or AMD are the first choice for AI servers and high-performance computing data centers. But in China, even if they can only get...
Monday 19 June 2023
Datacenter server shipments to decline on two conflicting forces
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...
Thursday 15 June 2023
ByteDance alone ordered US$1 billion worth of Nvidia GPUs in 2023
China's three major internet companies, Baidu, Alibaba, and Tencent, along with ByteDance, are sparing no expense in purchasing Nvidia's AI GPUs. According to Chinese media reports,...
Wednesday 14 June 2023
AMD faces path dependency struggle as it challenges Nvidia with MI300X AI GPU
Advanced Micro Devices Inc. (AMD) on June 13 revealed its most-advanced GPU for artificial intelligence (AI), the MI300X, trying to get a bigger bite of the pie of the GPU market...
Monday 12 June 2023
TSMC on track to double CoWoS capacity for AI GPU/HPC chips
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...
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