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Friday 24 January 2025
Taiwanese firms wary of AI agents, citing limitations and reliability concerns
Despite growing industry momentum, major companies are intensifying their efforts in the AI agent space, with Nvidia recently unveiling its roster of partners in this emerging field...
Thursday 23 January 2025
Samsung strives to keep pace with competitors in DRAM development
Samsung Electronics has officially denied recent reports suggesting plans to revise the design of its fifth-generation 10nm-class DRAM (1b DRAM), emphasizing that no such changes...
Thursday 23 January 2025
TSMC prioritizes COUPE tech, eyes silicon photonics lead
TSMC is advancing its compact optical engine technology, branded as COUPE, a top priority among its emerging innovations. Nvidia CEO Jensen Huang, during a recent visit to Taiwan,...
Thursday 23 January 2025
Former NSTC minister argues users need AI software services, not computing power
Taiwan has gained international prominence as a supplier of AI computing hardware, but according to Liang-gee Chen, former minister of the National Science and Technology Council...
Thursday 23 January 2025
Foxconn, Mitac to benefit from Trump's AI infrastructure plan
The US is set to enhance its AI infrastructure under President Donald Trump's administration, with Taiwan-based server manufacturers Foxconn and Mitac positioned to capitalize on...
Wednesday 22 January 2025
Taiwan advances academic research in quantum technology and materials amid global race
While Nvidia CEO Jensen Huang's recent comments at CES 2025--suggesting it may take at least 20 years to develop a "truly useful" quantum computer--have sparked widespread debate,...
Wednesday 22 January 2025
EU to raise Biden's AI chip curbs with Trump administration
The European Union will raise concerns with the US over a decision to restrict the export of artificial intelligence chips from the likes of Nvidia to some of its
member states,...
Wednesday 22 January 2025
Jensen Huang's low-key China visit: Nvidia's strategic maneuver through US-Sino tensions
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Wednesday 22 January 2025
Pegatron delivers GB200, invests US$18.3 million in US CSP firms
In a significant move into the AI server market, Pegatron has successfully delivered its first GB200 server rack to Lambda Labs, a US-based cloud service provider (CSP). The company...
Tuesday 21 January 2025
Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed...
Tuesday 21 January 2025
Understanding the AI diffusion rule left by Biden: Nvidia's pushback and European concerns
Jensen Huang, the CEO of Nvidia, conducted a whirlwind visit to Taiwan last week. Departing from its previous low-profile stance, Nvidia has taken a bold approach this time, criticizing...
Tuesday 21 January 2025
Nvidia, MediaTek unite to advance AI PCs; major launch expected in September 2025
Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...