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Tuesday 5 March 2024
2024 Industry Outlook (4): Automobile production migration from advanced to emerging countries
The market is looking forward to the business opportunities of electric vehicles; however, the demand has been impacted by the weaker-than-expected macroeconomic growth.
Tuesday 5 March 2024
UMC and PSMC cut into supply chain for AI chips
Pure-play foundries United Microelectronics (UMC) and Powerchip Semiconductor Manufacturing (PSMC) have received orders for Si interposers, allowing them to enter the supply chain...
Monday 4 March 2024
HBM technology and capacity deployment

Introduction

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
D-Matrix eyes India as a crucial market, aims for 30% workforce share
AI chip startup d-Matrix has revealed plans to expand its presence in India, highlighting India's significance as an R&D hub and a key market. The company aims to boost its Indian...
Thursday 29 February 2024
AI wave to boost high-end probe card demand
The AI boom is injecting momentum into various industries, including the semiconductor testing solutions sector, where suppliers see strong demand for wafer probe cards and IC test...
Tuesday 27 February 2024
Apple and Tesla veterans aim to help Japan design AI chips
The Japan government-backed research group...
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
Arm Total Design ecosystem expands
The Arm Total Design ecosystem has attracted international heavyweight partners. Arm Taiwan president CK Tseng pointed out that the existing infrastructure is no longer sufficient...
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...
Thursday 22 February 2024
Unimicron poised to regain ABF substrate shipment growth amid AI chip boom
Following a significant drop in sales of BT substrates and midrange ABF substrates in 2023 amid sluggish post-pandemic consumer electronics demand, Taiwan's Unimicron Technology is...
Thursday 22 February 2024
Want to beat TSMC? Colley Hwang: competitors must get three wins
At a forum held during the Taipei International Book Exhibition 2024, DIGITIMES President Colley Hwang, a senior semiconductor industry expert, imparted a million-dollar information...
Wednesday 21 February 2024
AI chips should prioritize quality or quantity? Perspectives differ among software and hardware giants
It was previously reported that OpenAI CEO Sam Altman aims to raise US$5-7 trillion to fortify the AI chip supply chain. The venture includes establishing a global network of fabrication...