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Tuesday 22 October 2024
AMD targets Nvidia with HBM-powered AI accelerator as Samsung's HBM business eyes revival
Samsung Electronics' high-bandwidth memory (HBM) division, which has been struggling to regain competitiveness, is now glimpsing a potential revival. With AMD's latest AI accelerator...
Tuesday 22 October 2024
Nvidia reportedly to co-develop custom chip tailored for India with Indian partners
Nvidia CEO Jensen Huang is set to visit India later this week, where the GPU and AI chip design company reportedly plans to co-develop a chip, capitalizing on the country's abundant...
Tuesday 22 October 2024
Nvidia's GB200 design standard set to intensify supplier competition in cost, quality, and compatibility
As Nvidia shares its finalized GB200 infrastructure design specifications with the industry, suppliers are gearing up for increased competition focused on quality, compatibility,...
Monday 21 October 2024
Samsung's repeated HBM3E certification delays spark Nvidia tension rumors
Samsung Electronics has been unable to obtain Nvidia's certification for its fifth-generation high-bandwidth memory, the HBM3E, for almost a year. This has led to speculation about...
Monday 21 October 2024
Intel, AMD forge x86 alliance to set industry standards amid rivalry
Intel and AMD have established a joint advisory group to accelerate the growth of the x86 ecosystem. While maintaining their competitive stance, both companies are committed to collaborating...
Monday 21 October 2024
TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei
TSMC's impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges. Two key concerns have emerged:...
Friday 18 October 2024
TSMC Denies Huawei Chip Allegations; Industry Insiders Weigh In
Rumors have surfaced that the U.S. Department of Commerce is investigating whether Taiwan Semiconductor Manufacturing Company (TSMC) violated U.S. export regulations by producing...
Friday 18 October 2024
Pegatron unveils new server at OCP summit, targeting AI and LLM inference training
Pegatron is making significant strides in the server business, recently showcasing its latest AI solutions at the 2024 Open Compute Project (OCP) Global Summit. This includes six...
Friday 18 October 2024
Samsung reportedly considering redesigning 1a DRAM to improve HBM quality
Samsung Electronics is encountering significant challenges, especially in its semiconductor business. Beyond stagnation in its foundry business, concerns about its competitiveness...
Friday 18 October 2024
Cerebras challenges Nvidia's dominance despite supply chain risks and heavy reliance on a single client
The vast business opportunities in AI have attracted numerous companies eager to capitalize on these prospects.
Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
QCT and Pegatron to capitalize on AI server growth
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Thursday 17 October 2024
Ingrasys unveils next-gen AI computing solutions at OCP Global Summit 2024
At the Open Compute Project (OCP) Global Summit 2024, held from October 15-17 in San Jose, California, Ingrasys Technology, a wholly owned subsidiary of Foxconn Technology Group and...
Thursday 17 October 2024
Lite-On expects strong AI-related sales growth in 2025
Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.
Thursday 17 October 2024
Lite-On preparing for next-gen AI chip platform in advance
As Nvidia Blackwell GB200 chips near the mass production and shipment stage, supply chain players are already making initial preparations for the next-generation Rubin AI platform...
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