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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...
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Friday 1 November 2024
Nvidia targets AI agents as the next growth frontier for enterprise adoption
The AI industry is experiencing sustained growth, with Nvidia CEO Jensen Huang highlighting key differences from the 2000 dot-com bubble, during which Cisco dominated the scene. This...
Thursday 31 October 2024
OCP Summit highlights rise of AI hardware demand, Intel-AMD x86 alliance
The Open Compute Project (OCP) Summit, held in San Jose on October 14, drew record crowds of over 7,000 attendees and more than 100 exhibitors, along with over 200 specialized presentations...
Thursday 31 October 2024
Nvidia plans ARM-based PC platform to rival Intel, AMD
The surge in generative AI applications is fueling fresh demand for AI servers, while simultaneously revitalizing end-user devices like PCs and smartphones. More than a year ago,...
Wednesday 30 October 2024
TSMC reportedly halts supply to two suspected Huawei proxies, challenges from China’s intermediary networks persist
According to informed sources, TSMC has suspended supplies to at least two chip developers due to suspicions that these companies are attempting to circumvent the US government's...
Wednesday 30 October 2024
Global CoWoS and CoWoS-like packaging capacity demand to surge 113% on year in 2025, says DIGITIMES Research
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators,...
Wednesday 30 October 2024
Cloud AI taking off in SEA; multilingualism and digital divide to drive innovation
Cloud AI development is surging in Southeast Asia (SEA), with major cloud service providers rapidly expanding their infrastructure investments in the region. The area's multilingual...
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