Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer...
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Data center leasing is emerging as a promising opportunity amid the rising demand for AI. Subsidiaries of the Hon Hai Technology Group (Foxconn) are gearing up to build advanced data...
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally...
With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers...
In a strategic pivot, Microsoft is set to acquire a substantial number of Nvidia's cutting-edge B100 GPUs in 2024, diverting from its earlier procurement of Nvidia's H100. This decision...
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Gigabyte is capitalizing on the surge in demand for Nvidia AI GPUs, coupled with the early normalization of graphics card inventory and a gradual resurgence in demand. The third quarter...
Generative AI is rapidly gaining traction, attracting many aspiring entrants into the field. However, the lack of computing resources and the difficulty of data collection pose significant...
Naver, a well-known South Korean AI company, has reportedly teamed up with Intel to develop solutions that can replace Nvidia's AI accelerators, which are essential components for...
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
The US reportedly may impose stricter restrictions on Chinese chipmakers and Nvidia's downgraded AI H800 processors. In light of this, Taiwanese testing companies and probe card providers...
