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Tuesday 16 July 2024
Granted one more chance by SoftBank, focus is now on Graphcore's future operational strategy
With the current boom of generative AI, British AI chip unicorn Graphcore should've enjoyed the dividends from AI. Instead, it found itself struggling.
Tuesday 16 July 2024
SK Hynix reportedly partners with Amkor in supplying interposers
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer...
Tuesday 16 July 2024
TSMC to see 2H24 revenue boost from 3nm chip orders
A ramp-up in 3nm chip orders from Intel may serve as a significant catalyst for TSMC's revenue growth in the latter half of 2024, according to industry sources.
Monday 15 July 2024
Sovereign AI global race: can Tsinghua Unigroup secure China's supremacy?
Ever since Nvidia CEO Jensen Huang championed the "Sovereign AI" strategy at the 2024 World Government Summit, global governments have been in a rush to establish their own AI infrastructure...
Monday 15 July 2024
Weekly news roundup: Chinese brands dominate domestic smartphone and TV markets; Taiwan fab toolmakers grab major orders
These are the most-read DIGITIMES Asia stories in the week of July 8 – July 12.
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Thursday 11 July 2024
Sovereign AI to boost Nvidia sales in five years
Governments worldwide are investing billions in AI infrastructure, enhancing domestic technology, protecting national security, and creating demand for developers and chipmakers like...
Wednesday 10 July 2024
Alternative to Nvidia: expert highlights gaps in China's domestic AI chip ecosystem
The US government's export ban on Nvidia's high-end AI chips has spurred efforts in China to produce domestic AI chips to meet the burgeoning demand in the country's AI sector.
Tuesday 9 July 2024
Taiwanese firms keen to join Nvidia's Omniverse ecosystem to stay competitive in AI era
As generative AI accelerates digital transformation across various industries, experts agree that future market competition will be defined by speed.
Tuesday 9 July 2024
Nvidia's H20 to go head-to-head with Chinese AI chips; procurement intent from major CSPs will be key
The rapid development of large language models (LLMs) in China has led to various development bottlenecks for AI, including complex computing power management, high training and inference...
Tuesday 9 July 2024
Largan navigates AI challenges, diversifies portfolio amid shifting smartphone lens market
Largan Precision, a leading smartphone lens manufacturer, is facing challenges due to the increasing influence of AI in the smartphone market and its impact on talent recruitment...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Monday 8 July 2024
Huawei follows Nvidia's model to develop AI supply chain in China
Since being blacklisted by the US Department of Commerce in 2019, Huawei has not given up efforts to break out of US export control restrictions. A Chinese technology tycoon observed...
Friday 5 July 2024
SK Hynix converts part of M10 production lines to produce HBM products
SK Hynix is reportedly converting part of its production line at its Icheon semiconductor plant in South Korea to manufacture high bandwidth memory (HBM) in response to rapidly increasing...
Friday 5 July 2024
China still relies heavily on Nvidia AI chips despite Huawei's best efforts
As the technological competition between China and the US intensifies, AI chips have become a crucial resource. The US government's export ban on Nvidia's high-end AI chips has prompted...
TPCA
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