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Thursday 13 June 2024
HBM competition (2): The choice of HBM's next steps?
It is important to know how individual memory companies choose to develop their High Bandwidth Memory (HBM) technology for future competitions.
Thursday 13 June 2024
Network communication chip battlefield for cloud AI emerges
Cloud AI not only received major attention at Computex 2024 but the network communication chip business opportunities arising from cloud AI data centers were also further pushed to...
Thursday 13 June 2024
Taiwan data center expansions heap pressure on electricity supply
Taiwan is expected to witness a significant surge in the number of data centers and supercomputers in the next few years, which will result in high electricity consumption.
Thursday 13 June 2024
Network device makers venture into AI server market
Network device companies including Accton Technology and Senao Networks are optimistic about computing demand and have expanded into the AI server market.
Thursday 13 June 2024
AI and HPC brings recovery, Zenitron remains prudent for 2H24
The AI wave is propelling the semiconductor industry towards new growth momentum. Besides companies directly supplying and manufacturing AI PCs and AI servers, IC distributors are...
Thursday 13 June 2024
Strong AI revenue growth offsets weakness of Broadcom
Thanks to a 280% growth in AI revenue, Broadcom announced robust financial results for its second quarter of fiscal 2024, prompting an upward revision of its fiscal year 2024 guida...
Thursday 13 June 2024
AI PCs still in warm-up mode
The AI PC market is still in its early stages, with killer products unlikely to debut until 2025, according to industry sources.
Thursday 13 June 2024
Taiwan CSPs upbeat about implications of AWS establishing data center operations in Taiwan
Amazon Web Services (AWS) has announced plans to build regional data center operations in Taiwan, making Taiwanese Cloud Service Providers (CSPs) optimistic about the long-term imp...
Thursday 13 June 2024
AI PCs to boost retimer chip demand, says Parade
High-speed transmission chip specialist Parade Technologies expects AI PCs to drive upcoming opportunities for growth as demand for high-end retimer chips increases, says chairman...
Thursday 13 June 2024
MediaTek quietly developing AI PC chips
The still-valid exclusive deal between Microsoft and Qualcomm for the supply of Arm chips for Windows PCs has prompted MediaTek to remain mute on the development of its AI PC chips,...
Wednesday 12 June 2024
US weighs more limits on China's access to chips needed for AI
The Biden administration is considering further restrictions on China's access to chip technology used for artificial intelligence, targeting new hardware that's only now making its...
Wednesday 12 June 2024
AWS to launch new infrastructure region in Taiwan
Amazon Web Services (AWS), an Amazon.com company, has announced it will open an AWS infrastructure region in Taiwan by early 2025.
Wednesday 12 June 2024
Apple's satellite ambitions: a slow burn compared to AI's rapid rise
While the recent surge in AI's influence on mobile devices has been swift and pervasive, Apple...
Wednesday 12 June 2024
Samsung reportedly halts anniversary activities for new management initiative amid operation crisis
The Samsung group reportedly has internally decided to skip all commemorative events for the anniversary of the launch of the new management initiative in 2024, which could be linked...
Wednesday 12 June 2024
Linker Vision pioneers new computer vision era with large vision models driving widespread AI adoption
AI technologies being used for image recognition is one of the disciplines seeing rapid developments today. AI image recognition is adopted in wide-ranging applications including...