Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
After adjustments in the semiconductor sector in 2022, industry stakeholders are keenly observing when a genuine turnaround will take place. Between 4Q22 and 1H23, signs of stabilization...
Amazon.com, Inc. announced financial results for its second quarter ended June 30, 2023, which saw a stabilizing of its cloud service demand, while disclosing a major investment in...
According to a new IDC forecast, worldwide revenues for enterprise applications will reach US$483.1 billion in 2027 with a five-year compound annual growth rate (CAGR) of 9.6%. Nearly...
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...
