Chip guru Jim Keller has expressed confidence that more companies will emerge to fill gaps in the AI market, as even Nvidia cannot meet all the demand.
With the current boom of generative AI, British AI chip unicorn Graphcore should've enjoyed the dividends from AI. Instead, it found itself struggling.
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer...
A ramp-up in 3nm chip orders from Intel may serve as a significant catalyst for TSMC's revenue growth in the latter half of 2024, according to industry sources.
The 2024 World Artificial Intelligence Conference (WAIC) held in early July reflects a deep conviction of participants in the power of change brought by the Large Language Model (LLM)...
Samsung's recent announcement of securing a 2nm chip order from Japan's AI accelerator developer Preferred Networks (PFN) has sparked discussions about the actual production progress...
Amid China's skyrocketing demand for computing power and a tight supply of AI chips, an industry leader has proposed a solution to leverage the nation's diverse hardware and software...
Chinese AI companies showcased resilience and innovation at the 2024 World AI Conference (WAIC 2024) amid the US's tightening AI chip export sanctions.
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...
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...
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.
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...
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...
Taiwan's major outsourced semiconductor assembly and test (OSAT) service providers, including ASE Group, Powertech Technology, King Yuan Electronics (KYEC), and Sigurd Microelectronics,...
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...