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Tuesday 9 July 2024
TSMC may raise sales growth forecast for 2024
TSMC may revise its 2024 sales growth projection in US dollar terms at its upcoming investors conference, according to industry sources. This adjustment is expected in response to...
Friday 5 July 2024
Intel unveils new 4nm flagship GPU made by TSMC
After two failed attempts at entering the discrete GPU market, Intel attempted another comeback in 2017 by recruiting Raja Koduri from AMD to head a development team, which led to...
Wednesday 3 July 2024
Nvidia's new headache: How to downsize AI dominance amidst antitrust probes
Nvidia's AI market dominance may be significantly challenged by multi-country antitrust investigations.
Friday 28 June 2024
Nvidia defends AI chip dominance
The Ultra Accelerator Link (UALink) is an open industry standard supported by major Cloud Service Providers (CSP) and processor vendors in competition against Nvidia. Nevertheless,...
Thursday 27 June 2024
AI PC chipmakers risk overselling specs amid performance discrepancies
To maintain a competitive edge in the expanding AI PC market, industry leaders including Intel, AMD, Qualcomm, and Apple, leveraging their integrated software and hardware capabilities,...
Wednesday 26 June 2024
SK Hynix thrives in HBM market while Samsung awaits Nvidia certification
SK Hynix's performance outlook in the High Bandwidth Memory (HBM) market has garnered optimism from South Korea's securities industry, driven by major customer orders from NVIDIA,...
Thursday 20 June 2024
Server AI accelerator market and technology

Introduction

Thursday 20 June 2024
AI PCs threaten Intel chip dominance
As AI PCs make their way into the mainstream, Intel's upcoming Lunar Lake AI processors are now said to be delayed, with shipments beginning in September instead of June as originally...
Tuesday 18 June 2024
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors...
Wednesday 12 June 2024
Supply chains await replacements spurred by Apple's long-awaited AI system
Apple introduced Apple Intelligence along with the latest macOS at the 2024 Worldwide Developers Conference (WWDC24). With the launch of the AI system in the second half of the year,...
Tuesday 11 June 2024
AI PCs and architectures

Introduction

Tuesday 11 June 2024
AMD CEO: AI will dominate and Taiwan will matter
On June 7, AMD chairperson and CEO Lisa Su engaged in a dialogue on Artificial Intelligence (AI), accompanied by Acer chairman and CEO Jason Chen. Su talked about the importance of...
Tuesday 11 June 2024
Nvidia's market cap soars over US$3 trillion, surpassing Apple to take no.2 spot globally
At the closing of the NASDAQ on June 5, Nvidia's stock price surged by 5.16%, reaching a historic high of US$1,224.4, pushing the company's total market cap past the US$3 trillion...
Friday 7 June 2024
Micron samples next-gen graphics memory for gaming and AI
Micron Technology has announced the sampling of its next-generation GDDR7 graphics memory, which it says boasts the industry's highest bit density for AI, gaming, and high-performance...
Thursday 6 June 2024
How hard to snatch 2nm foundry orders from TSMC?
Semiconductor foundry companies have started to compete in the 2nm process shortly after their 3nm production lines started humming to mass produce for customers. There is something...