In light of the severe shortage of CoWoS (chip-on-wafer-on-substrate) packaging capacity for AI GPUs now in hot demand, the US and Japan reportedly are aggressively re-inviting TSMC...
With the rapidly rising popularity of generative AI, high bandwidth memory (HBM) and graphics processing units (GPU) have become highly sought-after components. However, as the semiconductor...
The emergence of ChatGPT in late 2022 and early 2023 has promoted a new wave of AI trends. The semiconductor sector has received some of the most attention amidst this trend. This...
Japanese semiconductor equipment maker Tokyo Electron (TEL) pointed out that the trend of generative AI like ChatGPT has already driven the demand for semiconductor equipment. Despite...
As the market's attention is focusing on AMD's confirmation on having TSMC produce its latest Instinct MI300 series generative AI accelerator to be released in the fourth quarter...
Despite Intel's keen moves in promoting its latest AI solution, the Gaudi 2, in China recently, many Chinese AI companies are reportedly hesitant to switch their AI models onto Intel's...
With widespread speculation about the US government considering further restrictions on the export of Nvidia's A800 and H800 GPUs to China, Intel has chosen this opportune moment...
It appears that Intel strategically announced the launch of its customized AI processor, Habana Gaudi 2, for the Chinese market at a press conference held July 11 in Beijing, shortly...
Semiconductor demand is expected to enter a recovery phase in the second half of 2023 while inventory adjustments will remain the key for progress, Toshiki Kawai, president of Japan's...
TSMC has stepped up its pace of orders with backend equipment suppliers, as the foundry commences its chip-on-wafer-on-substrate (CoWoS) packaging capacity expansion plan, according...
NHK and Nikkei reported that SoftBank, the telecom subsidiary under SoftBank Group, planned to invest JPY20 billion (US$140 million) and use Nvidia's GPU to build...
A survey by the International Data Corporation (IDC) showed that generative AI technology is still in its early stages of development. Globally, only 24% of corporations plan to invest...
It is reported that ByteDance, the China-headquartered parent company of popular video-sharing app TikTok, is developing robots, hoping to explore the possibility of LLM integration...
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
TSMC is expected to see a significant revenue rebound in the second half of the year, which will be driven by not only the launch of new iPhones but also strong demand for AI chips...
