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Thursday 20 February 2025
Retailers hoard RTX 5090, betting on crypto boom revival; Asus, MSI see profits surge
Nvidia's RTX 5090 and RTX 5080 launched on January 30, but demand has far outstripped supply. The limited initial stock, a common trend for high-end Nvidia GPUs, quickly vanished...
Thursday 20 February 2025
Taiwan AI supply chain gears up for next boom as Nvidia GPU demand surges
The advent of DeepSeek and other factors are contributing to the current shortage of Nvidia's GPUs, as Taiwan's AI industry supply chain is on the brink of entering its third wave...
Wednesday 19 February 2025
ASICs struggle to challenge Nvidia's GPU dominance
The increasing adoption of application-specific integrated circuits (ASICs) for artificial intelligence (AI) has sparked discussions about potential competition to Nvidia's GPU market...
Wednesday 19 February 2025
ASE and PTI step up FOPLP investments to tap AI boom
ASE Technology Holdings (ASE) and Powertech Technology (PTI) are ramping up investments in fan-out panel-level packaging (FOPLP) to capitalize on surging artificial intelligence (AI)...
Wednesday 19 February 2025
Samsung semiconductor chief reportedly meets with Nvidia CEO as HBM3E race heats up
Samsung Electronics' semiconductor head Young-Hyun Jun reportedly met with Nvidia CEO Jensen Huang in the US, fueling speculation that Samsung is advancing its bid to supply HBM3E...
Monday 17 February 2025
IBM Japan VP outlines quantum opportunities for Taiwanese firms
While quantum computing has become a major topic in the tech industry in recent years, with leading figures such as Nvidia CEO Jensen Huang and Microsoft founder Bill Gates weighing...
Monday 17 February 2025
Micron plans 12-layer HBM3E production for Nvidia, challenging Samsung's position
Recent industry reports reveal that Micron is preparing to begin mass production of its 12-layer HBM3E memory for Nvidia, potentially creating significant pressure on Samsung Electronics...
Monday 17 February 2025
APMIC partners with CKmates to launch edge AI server rack leasing service
Taiwanese AI startup APMIC has partnered with cloud service provider CKmates to introduce an innovative rack leasing solution for AI servers, complemented by a model training framework...
Monday 17 February 2025
Chinese AI chipmakers eye DeepSeek model for inference market shift
The focus of AI is pivoting from training to inference, according to TechInsights. As AI companies like DeepSeek-R1 highlight the growing need for inference computational power, Nvidia's...
Friday 14 February 2025
Quantum computing is already here, experts say
Quantum expert Ching-Ray Chang, a distinguished professor of physics at National Taiwan University (NTU), believes that quantum computing is already here, refuting a previous statement...
Friday 14 February 2025
Meta in talks to acquire FuriosaAI as in-house AI chip competition intensifies
Meta is reportedly in talks to acquire South Korea-based startup FuriosaAI, as major tech companies are increasingly developing and advancing their own AI chips to reduce reliance...
Friday 14 February 2025
Why four Taiwanese graphics card manufacturers are securing coveted roles in Nvidia's AI revolution
The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the...
Friday 14 February 2025
Nvidia's RTX 50 delay rocks notebook supply chain, jeopardizing 2025 rebound
Nvidia's high-end RTX 50 series launch, originally set for January 2025, has been postponed to March, according to notebook supply chain sources. This delay also impacts the mid-range...
Thursday 13 February 2025
Benefiting from urgent AI and PC demand, ASE sees robust start in 1Q25
OSAT leader ASE expects to enjoy a particularly strong first quarter of 2025, thanks to an influx of urgent orders for AI and PC applications. Advanced packaging is expected to drive...
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...