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Wednesday 24 July 2024
Tenstorrent aims to challenge Nvidia with low-priced AI processor based on RISC-V
AI startup Tenstorrent, led by chip industry veteran Jim Keller as CEO, recently announced a new generation of AI hardware featuring the Wormhole Tensix processor equipped with RISC-V...
Wednesday 24 July 2024
Inspur refutes Nvidia B20 collaboration reports amid H20 export restriction warnings by analysts
Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture...
Wednesday 24 July 2024
Samsung HBM3 and HBM3E still pending Nvidia quality tests
Korean media reports said Samsung Electronics's 4-generation high bandwidth memory product (HBM3) has been validated and has started mass production. However, industry sources only...
Tuesday 23 July 2024
Nvidia reportedly developing China-compliant AI chip, partnering with Inspur
Nvidia is reportedly developing a flagship AI chip specifically for the Chinese market to comply with US restrictions on the export of advanced semiconductors. According to sources,...
Friday 19 July 2024
OpenAI reportedly talks with Broadcom for chip development amid growing GPU-ASIC competition
OpenAI has reportedly engaged in talks with Broadcom to develop chips that could compete with Nvidia for AI chips and HBM supply, according to The Information. This move...
Thursday 18 July 2024
SK Hynix on track to explore interposer-free HBM4 production
In vying for Nvidia's next-generation memory orders, SK Hynix is prioritizing cost reduction through a more radical approach: eliminating silicon interposers entirely from HBM4 production,...
Thursday 18 July 2024
Yandex completes US$ 5.4 billion Russo-exit, launches new AI venture powered by Nvidia chips
After nearly two years of negotiations, Russian tech giant Yandex, often called the "Google of Russia," finalized an asset split on July 15.
Thursday 18 July 2024
Leading CCL makers see June revenues soar thanks to AI servers
Major Copper Clad Laminate (CCL) makers EMC, Iteq, and Taiwan Union Technology Corporation (TUC) are forecasting a bumper year, as demand for AI servers continues to trend high leading...
Wednesday 17 July 2024
Room for more than Nvidia: Jim Keller rejects costly HBM, pushes for affordable AI chip designs
Chip guru Jim Keller has expressed confidence that more companies will emerge to fill gaps in the AI market, as even Nvidia cannot meet all the demand.
Wednesday 17 July 2024
Nvidia plans new China-specific AI and gaming GPUs
Nvidia continues to introduce downgraded versions of its AI and gaming GPUs for the Chinese market, which remains important to the US chip vendor, according to industry sources. New...
Tuesday 16 July 2024
Granted one more chance by SoftBank, focus is now on Graphcore's future operational strategy
With the current boom of generative AI, British AI chip unicorn Graphcore should've enjoyed the dividends from AI. Instead, it found itself struggling.
Tuesday 16 July 2024
SK Hynix reportedly partners with Amkor in supplying interposers
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer...
Tuesday 16 July 2024
TSMC to see 2H24 revenue boost from 3nm chip orders
A ramp-up in 3nm chip orders from Intel may serve as a significant catalyst for TSMC's revenue growth in the latter half of 2024, according to industry sources.
Monday 15 July 2024
Sovereign AI global race: can Tsinghua Unigroup secure China's supremacy?
Ever since Nvidia CEO Jensen Huang championed the "Sovereign AI" strategy at the 2024 World Government Summit, global governments have been in a rush to establish their own AI infrastructure...
Monday 15 July 2024
Weekly news roundup: Chinese brands dominate domestic smartphone and TV markets; Taiwan fab toolmakers grab major orders
These are the most-read DIGITIMES Asia stories in the week of July 8 – July 12.
Holtek
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