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Tuesday 12 November 2024
Samsung eyes TSMC alliance to close HBM gap with SK Hynix
Nvidia is gearing up to debut its next-gen "Rubin" GPU in 2025, featuring eight HBM4 chips, with a Rubin Ultra version to follow, packing twelve. In a strategic bid to reclaim HBM...
Tuesday 12 November 2024
Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Tuesday 12 November 2024
Traveling to the past with Zeiss
As we enter the era of artificial intelligence, major companies such as Nvidia, Microsoft, Apple, AWS, and Tesla are seizing vast resources, aiming for market dominance. However,...
Friday 8 November 2024
Bolstered by US partnerships, Micron's HBM3E progress outpaces Samsung
The competition in the high bandwidth memory (HBM) market intensifies between South Korea's two major DRAM giants, Samsung Electronics (Samsung) and SK Hynix. Meanwhile, US manufacturer...
Friday 8 November 2024
Orders from key clients boost TSMC's October revenue to over NT$300 billion
TSMC saw its monthly revenue top NT$300 billion (approx. US$9.4 billion) for the first time in October 2024, driven by a rise in significant orders from important clients such as...
Friday 8 November 2024
UAlink group challenges Nvidia's NVLink with open AI standard in 1Q25
The Ultra Accelerator Link (UALink) Consortium has officially become a legal entity, establishing itself to set a new high-speed, low-latency communication standard for AI data center...
Wednesday 6 November 2024
HBM and beyond: SK Hynix deepens strategic partnership with TSMC
SK Hynix has strengthened its collaboration with TSMC, designating the foundry to manufacture its next-generation HBM4 logic die. The company's development of high-capacity Compute...
Tuesday 5 November 2024
Taiwan chips in over US$103 million to boost AMD's R&D center initiative
Following Nvidia's footsteps, AMD is set to establish an R&D center in Taiwan. The project has received approval from the Ministry of Economic Affairs (MOEA) under its "Global...
Tuesday 5 November 2024
Nvidia's Jensen Huang requests early shipment of HBM4 from SK Hynix
Nvidia CEO Jensen Huang emphasized during a video call at the SK AI Summit in Seoul's Coex that he aims to strengthen collaboration with SK Hynix in the high bandwidth memory (HBM)...
Monday 4 November 2024
Nvidia steps in to restructure Supermicro orders, reshaping AI supply chain
Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
Monday 4 November 2024
Astera Labs joins UALink alliance for US$5 billion market
Astera Labs, a manufacturer of high-speed transmission interface chips, has announced the debut of a new switch chip series and the official joining of the UALink alliance. The company...
Monday 4 November 2024
US sanctions on Indian entities may challenge Nvidia's market expansion plans
Recent US sanctions targeting individuals and entities, including some based in India, following rumors of advanced server exports to Russia, could disrupt Nvidia's plans to cultivate...
Monday 4 November 2024
Weekly news roundup: TSMC under fire as Huawei chip transfer sparks US sanctions probe
Semiconductor Week in Review(Oct 27-Nov 2): TSMC's Huawei chip controversy, Intel's mixed third-quarter results, and Nvidia's bold PC market ambitions dominated headlines this week,...
Friday 1 November 2024
Israeli R&D talents reportedly forced to leave amid Intel's turmoil
Following recent layoffs at its Hillsboro, Oregon research facility, Intel is reportedly planning to cut hundreds of employees across its research centers in Israel. The company's...
Friday 1 November 2024
Microsoft and Alphabet report strong cloud earnings to ease AI monetization concerns
Cloud giants have recently released their latest financial results, with Alphabet and Microsoft reporting robust cloud performance, easing prior market concerns about the monetization...
Colder Products Company
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