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NEWS TAGGED NVIDIA
Friday 30 August 2024
Nvidia supply chain, including TSMC, has strong order visibility for AI chips
Major players in Nvidia's supply chain, such as global foundry leader TSMC, have good order visibility extending to 2026, despite stock investors' concern about the US chip vendor's...
Thursday 29 August 2024
AI surge ignites MLCC demand: passive component industry poised for growth
As AI technology continues to permeate various industries, the demand for AI servers is seeing steady growth. With Nvidia's Blackwell GB200 set to begin mass production, a surge in...
Thursday 29 August 2024
Macnica Galaxy cautiously optimistic about operations in 2H24, 2025
IC channel distributor Macnica Galaxy is cautiously optimistic about its operations in the second half of 2024 and 2025.
Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Wednesday 28 August 2024
Foxconn quells rumors, confirms on-schedule production for major client
To dispel rumors regarding the progress of new product shipments for a major client Foxconn Chairman Young Liu has assured that production lines across the company's facilities are...
Tuesday 27 August 2024
AMD's ZT Systems acquisition stirs industry concerns
AMD's acquisition of ZT Systems has sent ripples across the tech industry, drawing attention particularly from Nvidia.
Tuesday 27 August 2024
Motherboard, PC players to increase 2024 shipment target by 3-10%
Upcoming next-generation hardware releases by Intel, Advanced Micro Devices (AMD), and Nvidia, as well as the launch of China's first AAA game "Black Myth: Wukong," are expected to...
Monday 26 August 2024
ZT Systems' manufacturing up for grabs after AMD's acquisition
AMD has made a bold play in the AI computing market, announcing a US$4.9 billion acquisition of ZT Systems, a key player in hyperscale computing.
Friday 23 August 2024
Lite-On advances liquid-cooling solution shipments and AI server power supplies amid GB200 delays
Amid concerns in the AI server supply chain regarding Nvidia's delayed GB200 shipments, Lite-On Technology reports that its clients are continuing product testing, and shipments can...
Friday 23 August 2024
Repon becomes server slide provider for GB200
Repon has announced its approval as a recommended vendor for Nvidia's GB200 AI server slides. The company anticipates beginning mass production in the third quarter, with shipments...
Friday 23 August 2024
Adata partners with Advantech for autonomous robot
Taiwan-based Adata Technology has partnered with Advantech to develop an AI Autonomous Mobile Robot (AMR) using Nvidia's Nova Orin. This advanced AMR integrates upper and lower computers...
Thursday 22 August 2024
Foxconn navigates complex AI server trading models to maximize profitability
Despite rumors of shipment delays for Nvidia's new-generation AI chips, the demand for AI servers remains strong. For contract manufacturers like Foxconn, the challenge lies in maximizing...
Thursday 22 August 2024
Samsung lands short lead-time HBM orders from China CSPs
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to...
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