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Thursday 3 October 2024
Quanta purchases additional fuel cell systems to accommodate AI burn-in tests
Quanta Computer's (Quanta) US subsidiary, QMN, has announced the purchase of three fuel cell microgrid systems for US$79.75 million. The company stated that these additional systems...
Thursday 3 October 2024
Chinese HPC processors struggle to compete as Nvidia maintains edge in local AI market
China's domestically produced HPC processors have advanced; yet, they still struggle to be the preferred option for local cloud and AI companies, according to industry sources.
Thursday 3 October 2024
TSMC and G42 connection: Cerebras faces supply chain and geopolitical risks under scrutiny amid IPO
Cerebras Systems, a leading competitor in the AI processor market dominated by Nvidia, is preparing for an initial public offering (IPO) on Nasdaq. The company's S-1 filing reveals...
Thursday 3 October 2024
AI demands significant power, prompting server ODMs to use green energy
With AI server power consumption on the rise and ESG trends, server ODMs are utilizing more green power.
Thursday 3 October 2024
TSMC's backend equipment suppliers benefit from AI chip demand
Strong AI chip demand has led to full utilization of TSMC's fab capacity, benefiting related suppliers such as Siliconware Precision Industries (SPIL) and equipment manufacturers...
Wednesday 2 October 2024
Passive component makers seize AI opportunities and join Nvidia GB200 supply chain
As the fourth quarter approaches, Nvidia's GB200 is emerging as a key focus in the passive components industry. Companies are increasingly targeting the growth potential fueled by...
Wednesday 2 October 2024
Foxconn to kick off shipments for new-gen AI servers in 4Q24
Hon Hai Technology Group (Foxconn) reaffirmed on October 1 that its next-generation AI servers will begin shipping in the fourth quarter of 2024, with production models on display...
Wednesday 2 October 2024
Cerebras IPO signals growing challenge to Nvidia's AI chip dominance
As the largest beneficiary of the generative AI surge, Nvidia's dominance has attracted a wave of challengers. The recent initial public offering (IPO) filing by Cerebras signals...
Tuesday 1 October 2024
SiPh and glass substrates seen as new areas of focus for TSMC and Nvidia
The next technologies tasked with breaking through the bottleneck of Moore's Law will be silicon photonics (SiPh) and co-packaged optics (CPO). Additionally, TSMC has resumed its...
Tuesday 1 October 2024
SK Hynix's debut at TSMC OIP forum showcases HBM3E, H200 breakthrough, boosts Nvidia partnership
SK Hynix recently spotlighted its high-bandwidth memory (HBM) technologies with great emphasis on its collaboration with Nvidia during its participation in TSMC's Open Innovation...
Tuesday 1 October 2024
Huawei debuts Ascend 910C samples amid China's bid to topple Nvidia's AI lead
The Chinese government is reportedly intensifying efforts to discourage domestic companies from buying Nvidia AI processors, aiming to boost local suppliers like Huawei. According...
Tuesday 1 October 2024
Systems manufacturers prepping for Blackwell shipments in late 4Q24
AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...
Tuesday 1 October 2024
Foxconn to continue growth in 4Q24, buoyed by iPhones, AI servers
Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple's iPhone 16 and strong demand for AI servers.
Tuesday 1 October 2024
Strong AI chip demand to boost TSMC market share
TSMC is expected to see its global market share top 70% by 2026, thanks to strong AI chip demand, according to industry sources.
Monday 30 September 2024
China urges local companies to stay away from Nvidia's chips
Beijing is stepping up pressure on Chinese companies to buy locally produced artificial intelligence chips instead of Nvidia Corp. products, part of the nation's effort to expand...