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Thursday 17 October 2024
MSI secures supply of Nvidia Blackwell chips
After a delayed start in the AI server race compared to its Taiwanese competitors, MSI has in the past six months sprung into action at full throttle, leveraging its expertise in...
Thursday 17 October 2024
Speculation arises around Nvidia CEO's January travel to Taiwan
According to industry speculation, Nvidia CEO Jensen Huang will return to Taiwan on or around January 17, 2025, if no unexpected events occur. Aside from attending Nvidia's annual...
Wednesday 16 October 2024
Chinese think tank recommends continued use of Nvidia GPUs in data centers due to high transition costs
A state-backed Chinese think tank recently released a report suggesting that data centers should continue using AI chips from Nvidia due to the high costs associated with switching...
Wednesday 16 October 2024
Foxconn's Young Liu coined 'sovereign servers' as demand for localized AI models are expected to surge
Foxconn Chairman Young Liu recently coined the term "sovereign server," introducing the topic of sovereign AI into the hardware domain. This statement has been seen as another significant...
Wednesday 16 October 2024
TSMC raises CoWoS output goal again, say sources
TSMC has been urging its factory engineering and equipment suppliers to expedite shipment pull-ins, enabling the contract chipmaker to raise its monthly output target for CoWoS packaging,...
Tuesday 15 October 2024
Taiwan fan motor driver IC firms see promising demand for AI servers
The demand for cloud AI server development persists, with Nvidia's premium HPC chips propelling the complete advanced process manufacturing supply chain. Alongside substantial orders...
Monday 14 October 2024
How Foxconn's 800 annual NPI projects fuel its competitive edge
In the booming AI server market, fueled by increasing demand for AI-powered applications, Foxconn has emerged as a major player.
Monday 14 October 2024
Weekly news roundup: Samsung's HBM3E reportedly clears Nvidia's on-site inspection
These are the most-read DIGITIMES Asia stories in the week of October 7 - October 13.
Friday 11 October 2024
Microsoft Azure leads in adopting Nvidia's GB200 AI server chips, driving cloud innovation
Microsoft announced on social media that its Azure platform is the first cloud platform to integrate Nvidia's GB200 chip servers, and the team is optimizing every layer of its technology...
Friday 11 October 2024
Samsung's HBM3E delays could shift memory market lead to SK Hynix
Samsung Electronics reported consolidated revenue of KRW79 trillion (about US$58.6 billion) and an operating profit of KRW9.1 trillion for the third quarter of 2024, missing market...
Friday 11 October 2024
Foxconn group companies make gains in liquid cooling UQDs
Hon Hai Technology Group (Foxconn) has seen impressive gains from components, such as liquid cooling universal quick disconnects (UQD), developed by its subsidiaries for AI servers,...
Friday 11 October 2024
Nvidia H200's greatest rival: AMD MI325X GPU
AMD is largely regarded as the only firm capable of challenging Nvidia's dominant position in the AI GPU market. AMD recently held its Advancing AI conference in San Francisco, where...
Friday 11 October 2024
TSMC accelerates Fab AP8 project for CoWoS advanced packaging
TSMC is asking suppliers to accelerate the conversion of a plant into a CoWoS advanced packaging fab to meet strong demand from Nvidia, which is depending on the Taiwanese foundry...
Wednesday 9 October 2024
TSMC's September revenue hits second-highest; annual US$ revenue set to exceed target
TSMC's September 2024 revenue reached NT$251.873 billion (around US$7.75 billion), fueled by high demand for next-generation smartphone, AI, and PC chips from key clients such as...
Wednesday 9 October 2024
China's insistence on local chip usage; release of Ascend 910C muddles Nvidia's future
Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia's products. If this informal...
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