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Thursday 15 August 2024
Cloud GPU growth to stabilize in 2025 after rapid increase
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
Thursday 15 August 2024
Notebook replacement unlikely until 2025
According to sources in the notebook industry, customer orders have not experienced a significant increase, suggesting a potentially sluggish second half of this year. Nevertheless,...
Thursday 15 August 2024
Foxconn confirms timely delivery of Nvidia's GB200 AI servers
Amid recent rumors stating Nvidia's GB200 is facing shipment delays, Foxconn, as a primary supplier, clarified that the development of GB200 is on track and that the company will...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Wednesday 14 August 2024
Nvidia H100/H200's supply surge to boost Asus, Gigabyte, ASRock 2H24 growth forecasts
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Tuesday 13 August 2024
SK Hynix to face challenges for US fab despite subsidies
SK Hynix is anticipated to expedite the development of its high-bandwidth memory (HBM) manufacturing and R&D fab in Indiana, with government incentives under the US CHIPS and...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Companies weigh building AI models vs. using API solutions
Companies are currently navigating the challenge of integrating generative AI, weighing whether to build their own models or tap into external resources.
Monday 12 August 2024
Intel's market value nears OpenAI's following series of missed AI investment opportunities
Intel, a tech giant already struggling in the AI race, has seen its recent operational performance falter and its market value plummet to a level startlingly close to that of OpenAI...
Friday 9 August 2024
TSMC shatters records with July surge fueled by Apple, Intel, and Nvidia orders
TSMC demonstrated strong growth momentum in July 2024 amidst the slow recovery of the semiconductor market.
Friday 9 August 2024
Supermicro targets revenue surge to US$30 billion in 2025
Supermicro's fiscal year revenue surged 110% by the end of June 2024, hitting nearly US$15 billion.
Friday 9 August 2024
Nvidia's ecosystem ambition
SIGGRAPH 2024 felt especially like a celebration party hosted by Nvidia, which has been sponsoring SIGGRAPH every year since 2020. Nvidia's presence was everywhere at this annual...
Friday 9 August 2024
Heat spreader manufacturer Jentech unfazed by Blackwell delay
With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.
Thursday 8 August 2024
TSMC to break ground on German plant amid talent crunch
TSMC Chairman C.C. Wei is set to lead the groundbreaking ceremony for the European Semiconductor Manufacturing Company (ESMC) in Dresden, Germany, on August 20, 2024.
Thursday 8 August 2024
Issues with Blackwell have yet to deter big tech from investing in Nvidia AI chips
Nvidia has encountered engineering obstacles in developing two next-gen advanced chips, slowing down the product release pace that would expand its leading position in the AI computing...