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Thursday 11 July 2024
GlobalFoundries advances SiPh tech amid data center interconnectivity demand optimism
GlobalFoundries (GF) is optimistic that silicon photonics (SiPh) will become a key growth area for the future data center market. In a recent interview with All About Circuits, Vikas...
Wednesday 10 July 2024
AI PC popularity rising among Japanese enterprises; expect to account for over 70% of commercial PCs by 2030
AI PCs' acceptance by consumers depends on the potential of AI technology, AI chips, and suppliers like assembly providers in the end-user market. In the Japanese market, research...
Wednesday 10 July 2024
Alternative to Nvidia: expert highlights gaps in China's domestic AI chip ecosystem
The US government's export ban on Nvidia's high-end AI chips has spurred efforts in China to produce domestic AI chips to meet the burgeoning demand in the country's AI sector.
Tuesday 9 July 2024
SoftBank to acquire British AI chip designer Graphcore for US $500 million
SoftBank offered to acquire Graphcore, which designs AI chips for data centers, for US$500 million. The deal is subject to review by the UK, while SoftBank's massive stake in Arm...
Tuesday 9 July 2024
Nvidia's H20 to go head-to-head with Chinese AI chips; procurement intent from major CSPs will be key
The rapid development of large language models (LLMs) in China has led to various development bottlenecks for AI, including complex computing power management, high training and inference...
Monday 8 July 2024
Taiwan OSATs poised to rebound on robust AI, HPC chip demand
Taiwan's major outsourced semiconductor assembly and test (OSAT) service providers, including ASE Group, Powertech Technology, King Yuan Electronics (KYEC), and Sigurd Microelectronics,...
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Monday 8 July 2024
Huawei follows Nvidia's model to develop AI supply chain in China
Since being blacklisted by the US Department of Commerce in 2019, Huawei has not given up efforts to break out of US export control restrictions. A Chinese technology tycoon observed...
Monday 8 July 2024
Samsung plans to adjust automotive chip business to focus on AI chips
To concentrate more on its AI chip business, Samsung Electronics has reportedly decided to adjust the development pace of its "Exynos Auto" automotive chip project, which has been...
Friday 5 July 2024
China still relies heavily on Nvidia AI chips despite Huawei's best efforts
As the technological competition between China and the US intensifies, AI chips have become a crucial resource. The US government's export ban on Nvidia's high-end AI chips has prompted...
Friday 5 July 2024
Samsung pivots to AI chip development amid major semiconductor division reorganization and talent acquisition drive
Samsung Electronics is reportedly shifting its focus from automotive chip development to AI chips amid plans for significant business reorganization. This strategic pivot comes as...
Thursday 4 July 2024
Speculation arises about Apple developing cloud AI chips
As Apple touts its emphasis on privacy in cloud computing for its upcoming Apple Intelligence, market watchers expect a surge in demand for cloud AI chips since Apple will need to...
Wednesday 3 July 2024
China tech firms adopt 'multi-chip hybrid' strategy to enhance AI capabilities amid US curbs, diversifying beyond Huawei
Chinese tech companies are embracing a 'multi-chip hybrid' strategy to enhance their ultimate AI computing power. This approach supplements foreign offerings while avoiding sole reliance...
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.
Monday 1 July 2024
SK Hynix aims to lead HBM Market for AI Chips, invests $75 Billion by 2028
Following a two-day annual strategy meeting, SK Hynix has announced plans to invest a hefty KRW$103 trillion (USD$74.6 billion) in its chip business for the next 3 years. SK Group,...