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Friday 7 February 2025
DeepSeek may help China achieve semiconductor self-sufficiency
The advent of DeepSeek is expected to promote China's goal of achieving self-sufficiency in semiconductor development, according to sources at semiconductor equipment companies.
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...
Thursday 6 February 2025
Arm stands to benefit as AI innovations spur chip demands, with DeepSeek emerging as driving force
Amid the excitement surrounding AI, which is prompting developers to create related products that demand more Arm-based ASIC chips, Arm anticipates reaping the benefits of this surge...
Thursday 6 February 2025
Huawei reports 2024 revenue, Ascend 910C hits 60% of Nvidia H100's AI performance
Huawei Chairman Howard Liang announced that 2024 revenue exceeded CNY860 billion (approx. US$118.6 billion) at the Guangdong Provincial Conference on high-quality development, driven...
Wednesday 5 February 2025
China reportedly weighs antitrust probe into Intel following Google investigation
On February 4, 2025, Chinese regulators revived their antitrust investigation into Google, following a similar probe into Nvidia announced in December 2024. The move came after Washington...
Wednesday 5 February 2025
AMD warns of a weaker-than-expected 1Q25 data center outlook amid Nvidia's AI dominance
Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Wednesday 5 February 2025
DeepSeek ripples low-cost chip in the AI market, impacts HBM suppliers
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
Wednesday 5 February 2025
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Tuesday 4 February 2025
Samsung chairman's legal victory sparks speculation on upcoming meeting with Nvidia's Jensen Huang
Jae-Yong Lee, chairman of Samsung Electronics, has been acquitted in the second trial concerning an improper merger case, marking the resolution of years of legal uncertainty. With...
Tuesday 4 February 2025
Samsung DS faces challenges, with hope to recover in 2Q25
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Tuesday 4 February 2025
Where do Nvidia and TSMC fit in Trump's 'Made in America' vision?
Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025, for a meeting with the US president. According to The...
Tuesday 4 February 2025
DIGITIMES exclusive: Samsung Taiwan confirms participation in Computex; first time in 13 years
With the advent of the artificial intelligence (AI) era, Taiwan's industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized...