Major memory vendors Samsung Electronics, SK Hynix, and Micron Technology are fiercely competing to win orders for next-generation High-Bandwidth Memory (HBM) chips from Nvidia and...
From Nvidia and Microsft to Taiwan's TSMC, Quanta, Wistron, and Foxconn, companies are constantly exploring the future of their businesses with the theme of Artificial Intelligence...
In the past six months, Southeast Asia has become a focal point for CEOs of prominent tech companies such as Nvidia, Apple, and Microsoft, attracting a growing number of enterprises...
Broadcom anticipates that AI chip revenue will contribute 35% to its semiconductor revenue in 2024, up sharply from 15% in 2023. The AI revenue for the year is estimated to soar past...
In 2000, Bill Gates visited Taiwan for the World Congress of Information Technology (WCIT), and in 2009, Steve Ballmer, the second president of Microsoft, visited Taiwan only for...
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Samsung Electronics and SK Hynix are locked in fierce competition in the High-Bandwidth Memory (HBM) market, with attention turning to Nvidia, the leader in Artificial Intelligence...
US chipmaker Nvidia Corp. is investing in Wayve Technologies Ltd., joining a US$1.05 billion funding round for the UK startup that wants to get its autonomous-driving technology into...
Aiming to secure orders for Nvidia's next-generation High Bandwidth Memory (HBM) and regain its market-leading position, Samsung unprecedentedly mobilizes over 400 "semiconductor...
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
In early 2023, ChatGPT ignited a global boom in Generative AI, driving demand for related software and hardware. Nvidia's value skyrocketed and the entire supply chain, upstream and...
Counterpoint released the global foundry market share ranking for the fourth quarter of 2023, showing that TSMC maintained its leadership status with a 61% market share driven by...
AMD challenges Nvidia's dominance in the AI market with its Instinct MI300 accelerator which has been well-received by the market. However, since Nvidia's next-generation Blackwell...
