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Tuesday 3 September 2024
Broadcom's VMware acquisition: a strategic expansion with long-term synergy potential
Following Broadcom's acquisition of VMware, there has been significant interest in how the two companies will evolve and whether the merger will generate any notable synergy for the...
Tuesday 3 September 2024
At SEMICON Taiwan 2024, the AI focus turns to memory and network chipmakers
After more than a year of insight into AI models and hardware, the market has a better understanding of the upcoming bottlenecks facing cloud-based generative AI: high bandwidth memory...
Monday 2 September 2024
Jensen Huang's three assurances temporarily calm cooling factories
Nvidia's founder and CEO, Jensen Huang, revealed that the Blackwell chip will be mass-produced and delivered to clients in the last quarter of 2024. He also states that demands for...
Monday 2 September 2024
Peak season fails to boost 3Q24 memory spot pricing
Even though the third quarter is the traditional peak season for consumer electronics and other end-market applications, DRAM and NAND flash memory spot prices have decreased almost...
Monday 2 September 2024
Intel Gaudi 3 welcomes first major cloud customer with adoption from IBM Cloud
Starting in early 2025, IBM Cloud will allow customers to use Intel's latest Gaudi 3 AI accelerators. This marks the first publically known, major cloud industry customer for Gaudi...
Monday 2 September 2024
New opportunities of hardware and application by generative AI: Seizing the US$1.5 trillion market
AI research emerged in the 1940s and made breakthroughs in areas like expert systems, natural language processing, and machine learning from the 1960s to the 1980s. Essential milestones...
Monday 2 September 2024
Chinese GPU startup, potential Nvidia rival, denies bankruptcy despite organizational adjustment
Reports indicate that Xiangdixian, a China-based GPU design house considered a potential rival to Nvidia, has declared bankruptcy due to cash flow issues and has laid off nearly 400...
Monday 2 September 2024
Future of GenAI is clouded; Industry structure requires change, says VCs
Whether the benefits of Generative AI (GenAI) can be expanded from infrastructure to platforms and break the current situation, where the market is dominated by a few companies like...
Friday 30 August 2024
AI chip startups led by Cerebras aim to challenge Nvidia with sleeker, more efficient designs
Many chip design startups are striving to develop more affordable AI solutions tailored for specific applications.
Friday 30 August 2024
VMware expands key partnerships post-Broadcom acquisition amid shift to subscription model
Following its acquisition by Broadcom, cloud software giant VMware has faced questions regarding its future direction, particularly regarding changes to its pricing structure.
Friday 30 August 2024
Timely Blackwell shipments ease HBM supplier concerns
After Nvidia confirmed the on-schedule shipment of its latest Blackwell GPUs, high-bandwidth memory (HBM) providers, including SK Hynix and Samsung Electronics, expressed relief as...
Friday 30 August 2024
Nvidia beats expectations again, as market raises the bar higher than ever
Nvidia's widely anticipated financial statement for the second quarter of fiscal year 2025 (up until July 28) has been announced. Its revenue has once again exceeded the financial...
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.