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Wednesday 18 October 2023
US processor vendors brace for escalation of ban against Chinese chipmakers
Nvidia, AMD, and Intel are all bracing for the effects of the new US chip bans on their Chinese customers, according to industry sources.
Tuesday 17 October 2023
Renesas deepens edge AI deployment with strategic investment in EdgeCortix
Renesas Electronics is strengthening its collaboration with the Japanese IC design startup EdgeCortix through a strategic investment to develop edge artificial intelligence (AI) solutions,...
Tuesday 17 October 2023
Nvidia B100 high-end test to begin in 2H24, benefiting OSAT players
AI server supply chain sources reveal that companies such as Foxconn subsidiary Ingrasys are currently experiencing an excessive amount of orders. Their factory workers are working...
Tuesday 17 October 2023
Suppliers plan ahead amid potential US ban on more AI chips
The US reportedly may impose stricter restrictions on Chinese chipmakers and Nvidia's downgraded AI H800 processors. In light of this, Taiwanese testing companies and probe card providers...
Thursday 5 October 2023
Is Huawei using enigmatic strategy to drive the US into a dilemma?
Huawei unconventionally releasing its Mate 60 Pro 5G smartphone in late August witout prior notice garnered global attention, but during the subsequent official product launch event...
Wednesday 4 October 2023
AMD's Lisa Su: 'Economic moat' does not apply to AI industry
Previously, at the Code Conference held in California, AMD CEO Lisa Su discussed topics covering the AI industry, expansion of domestic semiconductor production in the US, Huawei's...
Tuesday 3 October 2023
Tenstorrent selects Samsung Foundry to manufacture AI chips
Tenstorrent, a startup that sells AI processors and licenses AI and RISC-V IP, has announced that Samsung Foundry has been chosen to deliver Tenstorrent's next generation of AI chiplets...
Monday 2 October 2023
Huawei's SoC layout and hidden efforts: examined through the lens of 'chip peace'
After Huawei's Mate 60 Pro, featuring the 7nm Kirin 9000S processor produced by SMIC, caused a stir, Dr. Burn-Jeng Lin, dean of the College of Semiconductor Research under Taiwan's...
Wednesday 27 September 2023
Intel CEO talks about company resilience, competitiveness
During a Q&A session with the press at Intel Innovation 2023, Intel CEO Pat Gelsinger discussed the company's current focus and strategy in light of intensifying competition among...
Friday 22 September 2023
Broadcom falls on report of Google weighing making AI chips
Broadcom Inc. shares fell following a report that Alphabet Inc.'s Google is considering dropping the company as a supplier of artificial intelligence chips as soon as 2027.
Friday 22 September 2023
AI GPU demand remains strong, says AWS
AI GPU demand remains strong and the chip shortage has yet to have a significant impact on Amazon Web Services (AWS), according to Robert Wang, managing director of AWS in Taiwan...
Thursday 21 September 2023
AI may encourage PC replacement
With Intel offering AI chips for PCs while OEMs such as Lenovo, Acer, and Asustek Computer actively invest in new AI PC projects, the PC industry may experience a wave of replacement...
Thursday 21 September 2023
AI bubble? Speculation arises about Microsoft cutting AI chip orders
Speculation has emerged that Microsoft has scaled down its orders for Nvidia's H100 AI chips, which some industry sources believe could help other companies get their hands on more...
Tuesday 19 September 2023
Packaging material distributors see stable demand for automotive, advanced packaging
Semiconductor material distributors, such as Niching Industrial, Chang Wah Technology (CWTC), Topco Scientific, and Wahlee Industrial, continue to observe relatively stable demand...
Friday 8 September 2023
ODMs see general-purpose server demand remain sluggish
General-purpose server demand remains sluggish despite strong demand for AI servers, according to sources at ODMs.