Is it time for Intel Foundry (IF) to be spun off as an independent entity? During the 2008-2009 financial crisis, AMD was forced to divest its wafer fabrication division, offloading...
Huawei's new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat...
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
According to sources in the notebook industry, customer orders have not experienced a significant increase, suggesting a potentially sluggish second half of this year. Nevertheless,...
Amid recent rumors stating Nvidia's GB200 is facing shipment delays, Foxconn, as a primary supplier, clarified that the development of GB200 is on track and that the company will...
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
SK Hynix is anticipated to expedite the development of its high-bandwidth memory (HBM) manufacturing and R&D fab in Indiana, with government incentives under the US CHIPS and...
Companies are currently navigating the challenge of integrating generative AI, weighing whether to build their own models or tap into external resources.
Intel, a tech giant already struggling in the AI race, has seen its recent operational performance falter and its market value plummet to a level startlingly close to that of OpenAI...
SIGGRAPH 2024 felt especially like a celebration party hosted by Nvidia, which has been sponsoring SIGGRAPH every year since 2020. Nvidia's presence was everywhere at this annual...
