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Monday 4 November 2024
Weekly news roundup: TSMC under fire as Huawei chip transfer sparks US sanctions probe
Semiconductor Week in Review(Oct 27-Nov 2): TSMC's Huawei chip controversy, Intel's mixed third-quarter results, and Nvidia's bold PC market ambitions dominated headlines this week,...
Friday 1 November 2024
Israeli R&D talents reportedly forced to leave amid Intel's turmoil
Following recent layoffs at its Hillsboro, Oregon research facility, Intel is reportedly planning to cut hundreds of employees across its research centers in Israel. The company's...
Friday 1 November 2024
Microsoft and Alphabet report strong cloud earnings to ease AI monetization concerns
Cloud giants have recently released their latest financial results, with Alphabet and Microsoft reporting robust cloud performance, easing prior market concerns about the monetization...
Friday 1 November 2024
Supermicro's financial crisis unfolds, supply chain on the lookout for 2 key issues: An in-depth analysis
Supermicro faces mounting financial scrutiny following the resignation of its auditor, Ernst & Young (EY), over corporate governance and transparency concerns. While supply chain...
Friday 1 November 2024
Nvidia targets AI agents as the next growth frontier for enterprise adoption
The AI industry is experiencing sustained growth, with Nvidia CEO Jensen Huang highlighting key differences from the 2000 dot-com bubble, during which Cisco dominated the scene. This...
Thursday 31 October 2024
OCP Summit highlights rise of AI hardware demand, Intel-AMD x86 alliance
The Open Compute Project (OCP) Summit, held in San Jose on October 14, drew record crowds of over 7,000 attendees and more than 100 exhibitors, along with over 200 specialized presentations...
Thursday 31 October 2024
Nvidia plans ARM-based PC platform to rival Intel, AMD
The surge in generative AI applications is fueling fresh demand for AI servers, while simultaneously revitalizing end-user devices like PCs and smartphones. More than a year ago,...
Wednesday 30 October 2024
TSMC reportedly halts supply to two suspected Huawei proxies, challenges from China’s intermediary networks persist
According to informed sources, TSMC has suspended supplies to at least two chip developers due to suspicions that these companies are attempting to circumvent the US government's...
Wednesday 30 October 2024
Global CoWoS and CoWoS-like packaging capacity demand to surge 113% on year in 2025, says DIGITIMES Research
Global demand for Chip-on-Wafer-on-Substrate (CoWoS) and CoWoS-like packaging capacity will likely grow by 113% annually in 2025, driven by robust demand for cloud AI accelerators,...
Wednesday 30 October 2024
Cloud AI taking off in SEA; multilingualism and digital divide to drive innovation
Cloud AI development is surging in Southeast Asia (SEA), with major cloud service providers rapidly expanding their infrastructure investments in the region. The area's multilingual...
Wednesday 30 October 2024
OpenAI, Broadcom working to develop AI inference chip
OpenAI is working with Broadcom Inc. to develop a new artificial intelligence chip specifically focused on running AI models after they've been trained, according to two people familiar...
Wednesday 30 October 2024
Taiwan's official reassures green energy supply can support AI development
Taiwan can generate enough green energy to fuel AI sector growth, says Economic Affairs Minister J.W. Kuo, addressing Nvidia CEO Jensen Huang's projection of 10 billion kWh in annual...
Tuesday 29 October 2024
TSMC intends to expand AP8 by acquiring nearby facilities from Innolux, say sources
TSMC, which acquired Innolux's 5.5G LCD fab in Tainan (southern Taiwan) in August, intends to acquire additional Innolux facilities that are adjacent to the one it has already acquired,...
Monday 28 October 2024
Lenovo bets big on smart vehicles: powers up autonomous driving with advanced computing platforms
Lenovo is optimistic about the future of smart vehicles and plans to focus its resources on this growing market. The company recently established an Emerging Technology Group, led...
Monday 28 October 2024
India roundup: Nvidia pivots to India as growth engine
Nvidia CEO Jensen Huang urges India to be an AI manufacturing powerhouse as well as an exporter. Foxconn procured equipment from Apple amid global production relocation.