TSMC's impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges. Two key concerns have emerged:...
Rumors have surfaced that the U.S. Department of Commerce is investigating whether Taiwan Semiconductor Manufacturing Company (TSMC) violated U.S. export regulations by producing...
Pegatron is making significant strides in the server business, recently showcasing its latest AI solutions at the 2024 Open Compute Project (OCP) Global Summit. This includes six...
Samsung Electronics is encountering significant challenges, especially in its semiconductor business. Beyond stagnation in its foundry business, concerns about its competitiveness...
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
At the Open Compute Project (OCP) Global Summit 2024, held from October 15-17 in San Jose, California, Ingrasys Technology, a wholly owned subsidiary of Foxconn Technology Group and...
As Nvidia Blackwell GB200 chips near the mass production and shipment stage, supply chain players are already making initial preparations for the next-generation Rubin AI platform...
After a delayed start in the AI server race compared to its Taiwanese competitors, MSI has in the past six months sprung into action at full throttle, leveraging its expertise in...
According to industry speculation, Nvidia CEO Jensen Huang will return to Taiwan on or around January 17, 2025, if no unexpected events occur. Aside from attending Nvidia's annual...
A state-backed Chinese think tank recently released a report suggesting that data centers should continue using AI chips from Nvidia due to the high costs associated with switching...
Foxconn Chairman Young Liu recently coined the term "sovereign server," introducing the topic of sovereign AI into the hardware domain. This statement has been seen as another significant...
TSMC has been urging its factory engineering and equipment suppliers to expedite shipment pull-ins, enabling the contract chipmaker to raise its monthly output target for CoWoS packaging,...
