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Tuesday 27 August 2024
Manz AG anticipates growth in advanced packaging amid CoWoS shortage
The semiconductor industry is experiencing a surge in demand for advanced packaging technologies, driven by the rapid growth of high-end AI servers and generative AI. This trend has...
Thursday 22 August 2024
AI server advancements propel liquid cooling innovation while fans remain essential
The emergence of AI servers is driving advancements in liquid cooling technology, yet fans remain crucial in both water and immersion cooling systems. The value of fans for NVL 72...
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Monday 19 August 2024
Huawei's Ascend 910C: a potential threat to Nvidia's dominance in China's AI chip market
Huawei's new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat...
Thursday 15 August 2024
Cloud GPU growth to stabilize in 2025 after rapid increase
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Thursday 15 August 2024
TSMC CoWoS production capacity to grow over 50% CAGR through 2028
TSMC's production capacity for CoWoS packaging is forecast to grow at a CAGR of more than 50% from 2023 to 2028, according to DIGITIMES Research.
Monday 12 August 2024
Intel unveils discrete GPU for automotive AI
Intel recently introduced its first discrete graphics processing unit (dGPU), known as the Intel Arc graphics for automotive. The product is set to be commercially deployed in vehicles...
Monday 12 August 2024
Intel's market value nears OpenAI's following series of missed AI investment opportunities
Intel, a tech giant already struggling in the AI race, has seen its recent operational performance falter and its market value plummet to a level startlingly close to that of OpenAI...
Friday 2 August 2024
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker...
Wednesday 31 July 2024
AMD MI300 quarterly revenue surpasses US$1 billion, revises upward data center GPU revenue for 2024
AMD announced that its MI300 revenue reached US$1 billion in a single quarter.
Wednesday 24 July 2024
Taiwan Digital Affairs Minister outlines comprehensive AI strategy at AWS Summit
Promoting the development of the artificial intelligence (AI) industry is one of Taiwan's key priorities, according to Yennun Huang, Minister of Digital Affairs. Relevant measures...
Tuesday 23 July 2024
Tencent Cloud develops OS for Chinese server CPUs
China's tech industry is witnessing a significant rise in locally developed Linux-based servers, driven by growing security concerns and potential supply disruptions of x86 and Arm-based...
Wednesday 17 July 2024
Ubitus eyes Japan for next big AI supercomputing center
Ubitus, a company previously known for its cloud streaming game services, has recently shifted its focus towards becoming a major player in AI computing power. The firm has partnered...
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
megawin
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