Nvidia faces growing competition from ASIC chip developers, as Broadcom, Google, and AWS advance their development efforts in AI chips, according to industry sources.
Broadcom's stellar performance and outlook have energized the ASIC market, prompting numerous companies to enter the AI chip arena. The industry sentiment has shifted from overwhelming...
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...
FuriosaAI, a Seoul-based AI chip startup founded in 2017, is making waves in the AI hardware market with its innovative accelerator chips aimed at hyperscale data centers and enterprises...
According to the Information, Apple is reportedly developing a custom AI chip, codenamed Baltra, to power its AI services and devices. The tech giant is partnering with Broadcom...
China's antitrust probe into Nvidia may be followed by similar actions against other firms, as Beijing ups the ante in retaliation for the latest US trade restrictions.
While competitors Samsung Electronics (Samsung) and Intel are struggling in their foundry businesses, TSMC is set to continue dominating large orders below 7nm through 2025, securing...
Fujifilm is expanding its chemical-mechanical planarization (CMP) polishing agent production in Japan to meet the rising demand for AI chips in Asia. This expansion will increase...
Arm CEO Rene Haas has openly expressed his aspirations for AI, envisioning that all future AI applications will run on Arm technology in some form. This strategic shift suggests that...
South Korean AI chip startup DeepX is in the final stages of preparation for its first mass-produced chips. Through Samsung Electronics' foundry division, the company has achieved...
Market speculation suggests that the US may impose stricter restrictions on China. On November 28, it is anticipated that 200 Chinese semiconductor companies will be added to a trade...
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
On November 8, news broke that China's 7nm chip manufacturing supply was cut off, prompting major foundries like TSMC and Samsung Foundry to remain silent. However, recent reports...
South Korea's struggle to obtain AI chips has stalled its national supercomputer project, raising concerns about its ability to stay competitive in global scientific and technological...