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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...
Wednesday 9 October 2024
Foxconn strengthens smart manufacturing ecosystem with Intrinsic
Foxconn is enhancing its development blueprint for its smart factory platform. Intrinsic CEO Wendy Tan White made an appearance at Hon Hai Tech Day (HHTD24) to discuss the deep collaborative...
Wednesday 9 October 2024
China unveils domestic GPU ecosystem to reduce Nvidia dependence
China Mobile recently unveiled a chip architecture migration tool called "Xinhe" as part of the country's efforts to decrease its dependence on Nvidia's computing chips. The tool...
Wednesday 9 October 2024
Produce AI using AI: Foxconn partners with Nvidia to unveil smart factory platform
Foxconn is redefining smart manufacturing and aiming for a future where AI produces AI. Foxconn's two-day Hon Hai Tech Day (HHTD24) event began on October 8, during which it unveiled...
Wednesday 9 October 2024
Foxconn's AI ambitions navigating growth amid evolving technology
As large language models (LLMs) evolve, investment in artificial intelligence (AI) infrastructure is poised for significant growth, according to Foxconn Chairman Young Liu in a recent...
Wednesday 9 October 2024
Strong AI server demand to drive Taiwan ODMs growth in 4Q24
Increased shipments and new product launches from AI chip leaders such as Nvidia and AMD have driven a surge in September sales for AI server ODMs.
Tuesday 8 October 2024
Foxconn and Nvidia to jointly build the world's largest GB200 production line
Foxconn Technology Group officially launched its two-day Hon Hai Tech Day (HHTD) on October 8, featuring discussions on driving the next wave of industrial revolution in partnership...
Tuesday 8 October 2024
SK Hynix highlights its HBM production efficiency; 8.8 times better than Samsung and Micron
SK Hynix recently participated in TSMC's open innovation platform (OIP) forum, where the company not only emphasized its collaboration with TSMC and Nvidia but also revealed key details...
Tuesday 8 October 2024
Samsung reports weaker-than-expected 3Q24 operating profit; lags in HBM supply for Nvidia
Samsung Electronics has reported a weaker-than-expected operating profit for the third quarter of 2024, with experts attributing this shortfall to the company's lagging position in...
Monday 7 October 2024
Liquid cooling solutions to receive spotlight at 2024 OCP Global Summit
The AI server rack featuring Nvidia's Blackwell chip will begin mass production in the fourth quarter of 2024, which is expected to increase the percentage of liquid cooling solutions...
Monday 7 October 2024
TSMC's three-pronged strategy: Outsourcing CoWoS to Amkor as US plant exceeds expectations
TSMC has taken the unusual step of opening up its Chip-on-Wafer-on-Substrate (CoWoS) outsourcing opportunities and recently announced a memorandum of understanding (MOU) with Amkor...
Monday 7 October 2024
Samsung's HBM3E reportedly clears Nvidia's on-site inspection; mass production still pending
Samsung Electronics and Nvidia have reportedly completed the on-site inspection of the fifth-generation high bandwidth memory (HBM3E). Despite delays in mass production and supply,...
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