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Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Monday 24 February 2025
AMD discusses server plant sale for up to US$4 Billion
Advanced Micro Devices Inc. is in talks with Asia-based companies over a sale of data center manufacturing plants it agreed to acquire last year, people familiar with the matter sa...
Wednesday 19 February 2025
ASE and PTI step up FOPLP investments to tap AI boom
ASE Technology Holdings (ASE) and Powertech Technology (PTI) are ramping up investments in fan-out panel-level packaging (FOPLP) to capitalize on surging artificial intelligence (AI)...
Tuesday 11 February 2025
Minds that shaped chip guru Jim Keller: Beyond Steve Jobs
Jim Keller's career has been shaped by interactions with some of the most influential figures in the semiconductor industry. As Jim Keller entered his forties, he met a figure at...
Saturday 8 February 2025
Jim Keller: How early setbacks forged a semiconductor visionary
Jim Keller, a semiconductor industry veteran, remains deeply involved in RISC-V development, working to establish a new foundation for AI-driven computing despite being years away...
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD warns of a weaker-than-expected 1Q25 data center outlook amid Nvidia's AI dominance
Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Tuesday 4 February 2025
AMD instinct MI400 spotted in patches: up to 8 XCDs on dual interposer dies with new Multimedia I/O Die
According to a February 2 report from VideoCardz, AMD is preparing to launch its next-generation Instinct MI400 AI accelerator with a revolutionary architecture. The design...
Thursday 23 January 2025
Chinese GPU makers fight for survival under rising US sanctions
Under mounting US sanctions on AI chips, Chinese domestic GPU companies are accelerating development and entering capital markets to strengthen their position. In a significant move,...
Wednesday 22 January 2025
China's GPU IPO momentum continues: MetaX prepares for A-share listing
On January 16, 2025, reports emerged that Muxi Integrated Circuit Co., Ltd. (MetaX), a Chinese GPU manufacturer, entered the IPO pipeline for the A-share market after completing its...
Tuesday 21 January 2025
Taiwan high-speed transmission interface chip vendors see growing non-Intel PC market share
The non-Intel sector is eroding Intel's market share in the PC CPU sector. Taiwanese high-speed transmission interface chip providers, like Parade and ASMedia, have emerged as beneficiaries...
Monday 13 January 2025
Nvidia's US$3.4 trillion rise: the one that got away for tech giants
Nvidia's stock price once fell below US$10 and was frequently rumored to be a target for acquisition by several large firms, yet its market capitalization has now soared to US$3.4...
Friday 10 January 2025
Microloops sets revenue records in 4Q24 on strong cooling demand
Microloops, a leading cooling module manufacturer, reached new revenue milestones driven by increased demand from Nvidia and AMD's upcoming graphics cards. The company reported revenue...
Wednesday 8 January 2025
AMD launches 1st Ryzen AI PRO-powered Dell commercial PCs
AMD has announced that AMD Ryzen AI PRO processors will power new Dell Pro devices. These new PCs will be the first Dell commercial devices shipping with AMD Ryzen AI PRO processors,...