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...
Nvidia CEO Jensen Huang surprised the audience by disclosing its next-generation platform's name "Rubin." Since Nvidia has been naming its products and platforms after famous scientists,...
Nvidia CEO Jensen Huang disclosed a list of major Taiwanese supply chain partners in a keynote speech delivered before COMPUTEX 2024. The list extended beyond industry giants like...
Confidently taking the stage at Computex Taiwan 2024, "the heartland of the ecosystem," Intel CEO Pat Gelsinger took a famous quote from Gordon Moore and added onto it by telling...
SK Hynix is swiftly advancing in the High-Bandwidth Memory (HBM) arena, aiming to develop next-generation HBM that incorporates computing, communication, and other advanced functions...
While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific...
As AI continues to sweep through the semiconductor supply chain, IC distributors are experiencing strong pull-through demand for data center product lines.
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
In the first quarter of 2024, AMD's data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses...
