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Thursday 4 January 2024
Kai-Fu Lee predicts overhaul of China's AI industry amid preparation to adopt domestic AI chips
Lee's startup 01.AI reached the US$1 billion unicorn mark last year after receiving investment during its latest funding round from China's Alibaba and Lee's Beijing-based company...
Wednesday 3 January 2024
IC backend firms put focus on AI chips, CPO
Semiconductor demand is improving gradually, with IC packaging and testing houses expressing optimism about market prospects for 2024 and focusing on AI chips and Co-Packaged Optics...
Wednesday 3 January 2024
Nvidia still leads the way for supply chain manufacturers in 2024
After being the focus of 2023, Nvidia will continue to be a pillar behind the PC and server industries in 2024. The company's upcoming product launches at CES 2024 are rumored to...
Tuesday 2 January 2024
With Intel and AMD joining AI chip race, Nvidia takes one step ahead
With the rapid development of generative AI and large language model (LLM) applications, the data center AI chip market size will also leap upward in 2023. While competitors AMD and...
Thursday 28 December 2023
AI chip rivalry heats up: Micron and Intel challenge Samsung, SK Hynix and Nvidia dominance

As the artificial intelligence (AI) chip market gains momentum, major players are strategically exploring new avenues to capitalize on the growing opportunities. Companies...

Thursday 21 December 2023
China customers complain about having to wait 1 year to get Nvidia GPUs
Under the US export restriction of AI chips, Large Language Model (LLM) computing service providers in China noted that they must wait over 1 year to lay their hands on Nvidia's AI...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...
Tuesday 19 December 2023
Why would China send GPUs to Malaysia for advanced packaging?
A Reuters report quoted three people familiar with the fact that more and more Chinese IC design houses are having their chips packaged in Malaysia, worrying that the US...
Tuesday 19 December 2023
Strong high-end packaging demand to buoy Winstek in 2024
Taiwan-based IC backend firms, including Winstek Semiconductor (formerly STATS ChipPAC Taiwan), are positioning themselves to take advantage of robust demand for high-end packaging...
Monday 18 December 2023
Rapidus aims for world's fastest fabrication services, targeting custom AI chips
Japan's chipmaking startup, Rapidus, is setting ambitious goals to mass-produce 2nm chips by 2027, aiming to provide the world's fastest chip manufacturing services, targeting clients...
Friday 15 December 2023
High-end IC inspection demand remains strong
Demand for high-end IC inspection remains robust, propelled by the expansion of AI device applications, according to industry sources.
Thursday 14 December 2023
TSMC lands rush orders for Nvidia China-bound processors
Nvidia has placed orders with TSMC for its China-bound AI processors that necessitate SHR (Super Hot Run). The commencement of fulfillment is planned for the first quarter of 2024,...
Wednesday 13 December 2023
Inventec successfully commercializes self-developed AI chip IP
Taiwan-based information communications technology (ICT) manufacturer Inventec disclosed that its self-developed VectorMesh embedded neural network processor has signed contracts...
Wednesday 13 December 2023
ASE, KYEC look to AI chips for 2024 growth
OSATs may see inventory adjustments last into the first half of 2024, longer than other semiconductor sectors, but demand for AI chips will fuel their growth next year, according...
Thursday 7 December 2023
Samsung and SK Hynix will both supply HBM3 for AWS Trainium 2
Following Nvidia and AMD's footsteps, cloud service provider AWS has started to design its proprietary artificial intelligence (AI) chips. This move is deemed beneficial for the growth...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research