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Tuesday 5 March 2024
China tech leaders propose AI policy advice amid mounting pressure on economic growth
For the first time in three decades, the press conference of China's Premier after the "Two Sessions" was scrapped, reflecting unspeakable pressure to face grilling questions regarding...
Tuesday 5 March 2024
Can Huawei fill the gap in the Chinese AI Chip market left by Nividia amid US restrictions?
With Nvidia restricted from exporting high-end artificial intelligence (AI) processors to China, all eyes turn to Huawei to see if it can fill the market gap. While Huawei's latest...
Monday 4 March 2024
Nvidia becomes Tesla's successor as market flips from EV to AI
Nvidia Corp.'s rise is captivating the stock market and driving the S&P 500 Index to new highs. But it also raises cautionary reminders of another investor darling that soared...
Monday 4 March 2024
Nvidia, TSMC's 2nd biggest client in 2023, only behind Apple
Nvidia became TSMC's second-largest customer in 2023, trailing only Apple.
Monday 4 March 2024
Weekly news roundup: SMIC plans 5nm chip production expansion for Huawei amid US sanctions
These are the most-read DIGITIMES Asia stories from February 26 – March 1.
Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Thursday 29 February 2024
South Korean government join forces with corporations, aiming to create 'South Korea's Nvidia'
With the US, China, and Japan all actively developing semiconductors, the pressure is starting to build for South Korea. In response, the South Korean government is strengthening...
Tuesday 27 February 2024
Micron starts volume production of HBM3E memory for Nvidia GPUs
Micron Technology has begun volume production of its HBM3E memory. Nvidia H200 Tensor Core GPUs, which will begin shipping in the second calendar quarter of 2024, will include Micron's...
Monday 26 February 2024
SK Hynix reportedly to mass produce HBM3E in March, seizes opportunity to supply Nvidia
SK Hynix is reported to commence mass production of the fifth-generation High Bandwidth Memory (HBM) HBM3E in March 2024, once again leaping ahead of competitors Samsung Electronics...
Friday 23 February 2024
Nvidia frenzy widens gap between US chipmakers and Asian peers
The artificial intelligence mania sparked by Nvidia Corp.'s sterling results has given a lift to Asia's major chipmakers, but it hasn't closed the valuation gap with their US peers...
Friday 23 February 2024
Foxconn's 50th-anniversary banquet celebrates enduring Apple partnership
On February 20, Hon Hai Group (Foxconn) celebrated its 50th anniversary with a grand banquet, hosting prominent guests from major clients like Apple, suppliers, partners, government...
Friday 23 February 2024
Intel is grabbing Samsung's cheese with system-level foundry
Samsung beware: As Intel Foundry (IF) is now collaborating with TSMC to accomplish an advanced packaging mission to meet customer's needs, it is aiming for something bigger.
Friday 23 February 2024
As Nvidia's downgraded AI chips go unwanted in China, who is the biggest beneficiary?
Recently, DIGITIMES has had several reports and comments regarding Nvidia's launch of the 2-gen downgraded AI chip H20 designed exclusively for China, but a lack of interest from...
Friday 23 February 2024
Major Chinese CSPs to participate in upcoming Nvidia event
Nvidia will hold a special China AI Day for the Chinese market at its GTC conference in March, inviting cloud computing and large language models (LLM) leaders from Baidu, Alibaba...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Research Report Database
Summary of Tech Supply Chain News!
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research