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NEWS TAGGED NVIDIA
Wednesday 27 November 2024
Samsung's challenges mount: Nvidia Jensen Huang urge HBM3E swift approval
Nvidia is currently conducting high bandwidth memory (HBM) verification tests with Samsung Electronics (Samsung), with industry attention focused on the validation timeline and potential...
Wednesday 27 November 2024
Supermicro returns to the battlefield with B300 as the focal point
Having emerged from its financial report turmoil, Supermicro is back in action, intensifying competition in the AI server market. Industry sources indicate that while other ODM manufacturers...
Wednesday 27 November 2024
Tech waltz with China: Apple, Nvidia courted as Intel doubles down
A series of meetings between Chinese officials and US tech executives signals potential warming ties, with senior representatives from Nvidia and Apple holding discussions in Beijing...
Wednesday 27 November 2024
Nvidia faces setbacks in China's sovereign AI push
Nvidia CEO Jensen Huang's vision of sovereign AI encounters significant challenges in China's market, where AI computing resources face a paradoxical situation of scarcity and underutilization...
Wednesday 27 November 2024
40nm crisis: how TSMC shaped Nvidia's triumph, AMD's demise
The 2009 TSMC 40nm process crisis was a defining moment for the wafer foundry industry, offering pivotal lessons for the broader semiconductor sector. As TSMC founder Morris Chang...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
Nvidia's AI ambitions seek sovereign boost
Nvidia's recent earnings paint a mixed picture of the AI chip giant's trajectory. While quarterly revenue continued to climb sequentially, annual growth slowed to 70% from 90% in...
Monday 25 November 2024
High-value demand boom: AI chips drive Samsung, SK Hynix US 2024 revenue surge
In 2024, Samsung Electronics and SK Hynix saw their US semiconductor revenue surge, driven by robust demand from AI-focused tech firms and data centers. This growth stemmed from increased...
Monday 25 November 2024
Weekly news roundup: Trump's return casts shadow over TSMC's AI chip expansion
Semiconductor Week in Review (Nov 17 - 23):
Monday 25 November 2024
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Monday 25 November 2024
Samsung's HBM3E availability remains uncertain for Nvidia's Blackwell
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...
Friday 22 November 2024
AI infrastructure evolution signals US$400B market, reshapes global tech supply chain
The rapid evolution of AI computing demands and cooling innovations is reshaping data center infrastructure, with DIGITIMES Research analysts projecting a US$400 billion...
Friday 22 November 2024
HBM memory supply to scale in 2025
With the acceleration of Blackwell mass manufacturing, the capacity of HBM3E will greatly grow. According to industry estimates, after a twofold rise in HBM production in 2024, demand...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Holtek
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