The demand for high bandwidth memory (HBM) is poised to experience explosive growth starting in 2024, fueled by its incorporation into servers hosting large language models like ChatGPT...
AI GPU demand remains strong and the chip shortage has yet to have a significant impact on Amazon Web Services (AWS), according to Robert Wang, managing director of AWS in Taiwan...
Speculation has emerged that Microsoft has scaled down its orders for Nvidia's H100 AI chips, which some industry sources believe could help other companies get their hands on more...
Server ODMs have begun large-scale shipments of AI servers equipped with Nvidia's H100 GPU in the third quarter; however, a shortfall in GPU supply may impact their deliveries, according...
The ongoing AI boom benefits not only software developers but also industrial design and simulation software vendors, with Taiwan Auto Design Co. (TADC), a veteran distributor of...
Along with the easing of Nvidia's GPU shortage, server manufacturers are expected to see their revenue start rising in September, according to industry sources.
If there's one company and one person that has garnered the attention of the entire tech sector in 2023, it's undoubtedly Nvidia and its CEO Jensen Huang. Back in February, Huang...
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...
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...
Due to the bandwidth limitations of DDR SDRAM in high-speed computation, high bandwidth memory (HBM) is rapidly gaining popularity as a means to circumvent memory transmission speed...
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)...
Data center manufacturers are keen on diversifying their AI GPU suppliers. Advanced Micro Devices (AMD) intends to reap the most benefits with its Instinct MI300 series, offering...
