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Wednesday 3 July 2024
Nvidia's new headache: How to downsize AI dominance amidst antitrust probes
Nvidia's AI market dominance may be significantly challenged by multi-country antitrust investigations.
Friday 28 June 2024
Samsung leads chip market amid surging AI memory demand, but foundry gap with TSMC widens
Samsung Electronics emerged as the leader in the global semiconductor market (excluding foundry) in the first quarter of 2024, capturing an 11% market share by sales value, according...
Friday 28 June 2024
Samsung in talks to join UALink alliance and bolster competition against Nvidia
The Ultra Accelerator Link (UALink) alliance, which saw the gathering of many IT giants, is committed to challenging the NVLink ecosystem, an AI chip accelerator interconnect technology...
Thursday 27 June 2024
Ibiden scales up AI chip substrate capacity for Nvidia supply chain
Ibiden, the Japanese electronic component supplier, used to be seen as an Intel supply chain partner.
Wednesday 26 June 2024
Malaysia fast becoming semiconductor hub
Malaysia is fast becoming a semiconductor hub in Southeast Asia, with efforts being devoted particularly to expanding its advanced packaging, IC design, and AI sectors.
Tuesday 25 June 2024
Taiwan OSATs to see sales growth in 2H24
Taiwan-based backend houses have seen demand for advanced packaging and testing services growing from the AI chip segment, which is expected to fuel sales growth in the second half...
Monday 24 June 2024
ByteDance and Broadcom in talks to develop advanced AI chip
ByteDance Ltd. and Broadcom Inc. have discussed a potential collaboration on an AI processor to help bolster the TikTok parent's development of that technology.
Friday 21 June 2024
China's solution to AI chip sanction: 'One Cloud, Multiple Cores'
Since the beginning of May, several well-known Large Language Model (LLM) enterprises in China have announced price reductions, including Aliyun, Baidu, KU Xiaofei, Tencent Cloud,...
Friday 21 June 2024
Weikeng upbeat about automotive, AI chips
IC distributor Weikeng Industrial has expressed optimism about the mid-to-long-term demand for automotive and AI device applications, estimating that supply chain inventory correction...
Thursday 20 June 2024
Samsung Foundry raises HPC-related sales target by 2028
Samsung Electronics recently disclosed its foundry technology roadmap at the Samsung Foundry Forum 2024 in Silicon Valley.
Tuesday 18 June 2024
Order visibility for HBM memory extended till 1Q26
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
Monday 17 June 2024
Samsung prioritizes improving existing advanced processes and explores IDM advantage
Leapfrogging is no longer on Samsung's agenda at least temporarily.
Friday 14 June 2024
Beijing municipal government fund invests in AI chip developer Kunlunxin
Kunlunxin, a spin-off of Baidu's chip and architecture department, has just received investments from Beijing's Municipal AI Industry Investment Fund. It is the sixth AI-related investment...
Friday 14 June 2024
AI chip vendors approach OSATs for possible FOPLP support
Fan-out panel-level (FOPLP) packaging is gaining attention from semiconductor firms seeking extra capacity support, and two AI chip companies are in talks with OSATs about potential...
Thursday 13 June 2024
Rapidus anticipates achieving a US$6.4 bln revenue target by 2030
Rapidus chairman Tetsuro Higashi said the Japanese pure-play foundry that aims to mass-produce 2nm chips could achieve its revenue target 10 years earlier than planned, as the AI...