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Tuesday 5 November 2024
x86 Alliance takes shape as Intel and AMD join forces in AI era
In a bid to counter the rising influence of Arm in the PC and server processor markets, Intel and AMD have joined forces to establish the x86 Ecosystem Advisory Group. Announced at...
Friday 1 November 2024
Intel secures two design wins for 18A, but 0.4 defect density unfit for mass production
Intel's third-quarter results exceeded expectations amid ongoing cost reduction efforts. Intel secured two design wins from customers and shared its partnerships with AMD and TSMC.
Thursday 31 October 2024
OCP Summit highlights rise of AI hardware demand, Intel-AMD x86 alliance
The Open Compute Project (OCP) Summit, held in San Jose on October 14, drew record crowds of over 7,000 attendees and more than 100 exhibitors, along with over 200 specialized presentations...
Thursday 31 October 2024
Nvidia plans ARM-based PC platform to rival Intel, AMD
The surge in generative AI applications is fueling fresh demand for AI servers, while simultaneously revitalizing end-user devices like PCs and smartphones. More than a year ago,...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
Wednesday 30 October 2024
AMD doubles data center sales, but outlook disappoints
AMD released its latest financial results for the third quarter of 2024. Its revenue rose 18% compared to the same period last year to US$6.82 billion, surpassing the consensus estimate...
Friday 25 October 2024
Qualcomm touts superior battery performance despite no new PC chips
Despite not announcing any new PC chips at this year's Snapdragon Summit, Qualcomm addressed performance claims made by Intel and AMD while sharing specifications for upcoming developments...
Thursday 24 October 2024
SK Hynix maintains edge in HBM3E, but HBM4 certification and Samsung's pursuit pose risks
SK Hynix will announce its financial results for the third quarter of 2024 on October 24. During its previous earnings call, the company indicated that shipments of its HBM3E products...
Thursday 24 October 2024
Arm and Qualcomm's friction give x86 camp an edge
In 2021, Qualcomm acquired Nuvia, which received the Arm licenses in 2019. This acquisition ignited the dispute between Qualcomm and Arm. Industry sources in Taiwan indicate that...
Tuesday 22 October 2024
AMD targets Nvidia with HBM-powered AI accelerator as Samsung's HBM business eyes revival
Samsung Electronics' high-bandwidth memory (HBM) division, which has been struggling to regain competitiveness, is now glimpsing a potential revival. With AMD's latest AI accelerator...
Monday 21 October 2024
Intel CEO sets the stage: Will wafer foundry opportunities open up through Lisa Su?
Although ASML, the top Dutch semiconductor equipment supplier, reported a sharp decline in new orders, leading AI chipmakers continue to launch innovative products and strengthen...
Monday 21 October 2024
Intel, AMD forge x86 alliance to set industry standards amid rivalry
Intel and AMD have established a joint advisory group to accelerate the growth of the x86 ecosystem. While maintaining their competitive stance, both companies are committed to collaborating...
Friday 18 October 2024
Beyond Arm: Who are Intel and AMD banding together against?
At Lenovo Tech World 2024, Intel and AMD announced an unexpected alliance to protect the future of the x86 architecture. This rare partnership highlights how even long-time rivals...
Thursday 17 October 2024
Lenovo Tech World event features CEOs from the three leading AI chip vendors
Lenovo showcased its latest AI technologies and solutions at its annual Tech World event, demonstrating its strong position in the global technology industry with the presence of...
Thursday 17 October 2024
Rivals turn allies: Intel, AMD unite to counter Arm
Intel and AMD's surprise alliance has stirred industry discussions, given their history of rivalry.
CPC
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