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Tuesday 5 March 2024
Can Huawei fill the gap in the Chinese AI Chip market left by Nividia amid US restrictions?
With Nvidia restricted from exporting high-end artificial intelligence (AI) processors to China, all eyes turn to Huawei to see if it can fill the market gap. While Huawei's latest...
Tuesday 27 February 2024
Micron starts volume production of HBM3E memory for Nvidia GPUs
Micron Technology has begun volume production of its HBM3E memory. Nvidia H200 Tensor Core GPUs, which will begin shipping in the second calendar quarter of 2024, will include Micron's...
Tuesday 27 February 2024
Global server shipment forecast, 2024 and beyond

Introduction

Monday 26 February 2024
SK Hynix reportedly to mass produce HBM3E in March, seizes opportunity to supply Nvidia
SK Hynix is reported to commence mass production of the fifth-generation High Bandwidth Memory (HBM) HBM3E in March 2024, once again leaping ahead of competitors Samsung Electronics...
Monday 26 February 2024
Strong GPU demand sees Taiwan’s uPI Semi shoot for the moon
uPI Semi CEO Daniel Huang is bullish about the company's potential profit margins.
Thursday 22 February 2024
Air cooling solutions for datacenter servers

Introduction

Tuesday 20 February 2024
Softbank's Arm isn't the AI play you think it is
Are AI stocks the new meme stocks? It certainly looks that way from the href="https://www.bloomberg.com/news/articles/2024-02-12/arm-holdings-shares-extend-blistering-rally-in-wake-of-earnings"...
Tuesday 20 February 2024
As 2024 forecasts remain bleak, notebook industry pins hope for 2025
After seeing less-than-stellar results in the traditional peak season in 2022, followed by an even bleaker off-peak season in 2023, the notebook supply chain is afraid of a repeat...
Thursday 15 February 2024
The roast of Sam Altman: Nvidia CEO Jensen Huang's trillion dollar burn
Jensen Huang has thrown shade on Sam Altman's semiconductor ambitions.
Wednesday 7 February 2024
AMD to bet on AI PCs, said AMD president Victor Peng
With the AI competition heating up, US chip giant AMD is betting on AI PCs and diving head-on into a race with Nvidia and Intel.
Thursday 1 February 2024
No off-season in 2024 for server makers as AI bolsters growth
Leading US server brand Supermicro has been among the first companies to release its financial report for the preceding quarter, and its optimistic forecast for the current season...
Wednesday 31 January 2024
China seeks to train LLM without GPU, developing alternatives to Transformer
With the emergence of AI smartphones and AI PCs triggering a wave of terminal AI applications in 2024, Chinese companies, mindful of the high demands on computational power, memory,...
Wednesday 31 January 2024
Nvidia GTC to bring together renowned AI industry leaders
Jensen Huang, Nvidia's founder and CEO, will make a keynote address at the forthcoming GPU Technology Conference (GTC) in mid-March 2024. Given its high level of sponsorship, the...
Thursday 25 January 2024
Chiplets market to ride on a strong 42.5% CAGR
The global chiplets market is forecast to be worth around US$107 billion by 2033, up from US$3.1 billion in 2023, with a CAGR of 42.5% between 2024 and 2033. It is projected to be...
Friday 19 January 2024
Feeling vulnerable: Apple Silicon, AMD, Qualcomm suffer GPU security flaw
Apple has confirmed the presence of a security vulnerability in some Apple Silicon GPUs, providing hackers with the opportunity to access confidential data.
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research