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NEWS TAGGED NVIDIA
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,...
Monday 7 October 2024
China's restrictions on Nvidia chips drag Samsung's HBM into muddy water
Reports suggest that the Chinese government is discouraging local companies from purchasing Nvidia's AI chips, which may affect Samsung Electronics' High Bandwidth Memory (HBM) sales...
Monday 7 October 2024
ByteDance replaces Nvidia chips with Huawei due to government policy
TikTok's parent company ByteDance has reportedly ordered 100,000 of Huawei's Ascend 910B chips in 2024 to train an AI model, with 30,000 already delivered. ByteDance has not commented...
Friday 4 October 2024
AI data center structure upgrade to benefit Taiwanese suppliers
The high power consumption and heat generation by AI data centers can no longer be solved through simple hardware upgrades, leading to changes beneficial to Taiwanese supply chain...
Thursday 3 October 2024
Quanta purchases additional fuel cell systems to accommodate AI burn-in tests
Quanta Computer's (Quanta) US subsidiary, QMN, has announced the purchase of three fuel cell microgrid systems for US$79.75 million. The company stated that these additional systems...
Thursday 3 October 2024
Chinese HPC processors struggle to compete as Nvidia maintains edge in local AI market
China's domestically produced HPC processors have advanced; yet, they still struggle to be the preferred option for local cloud and AI companies, according to industry sources.
Thursday 3 October 2024
TSMC and G42 connection: Cerebras faces supply chain and geopolitical risks under scrutiny amid IPO
Cerebras Systems, a leading competitor in the AI processor market dominated by Nvidia, is preparing for an initial public offering (IPO) on Nasdaq. The company's S-1 filing reveals...
Thursday 3 October 2024
AI demands significant power, prompting server ODMs to use green energy
With AI server power consumption on the rise and ESG trends, server ODMs are utilizing more green power.
Thursday 3 October 2024
TSMC's backend equipment suppliers benefit from AI chip demand
Strong AI chip demand has led to full utilization of TSMC's fab capacity, benefiting related suppliers such as Siliconware Precision Industries (SPIL) and equipment manufacturers...
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