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Tuesday 21 November 2023
Nvidia to see fiscal 3Q24 revenue beat guidance
Nvidia will soon provide financial figures for the third quarter of its fiscal 2024, which concluded in October 2023. According to market sources, the processor vendor's fiscal third-quarter...
Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Monday 13 November 2023
Can Nvidia and Intel's new China-only GPU versions circumvent US government scrutiny?
Despite the heightened chip ban on China imposed by the US in October 2023 making it more difficult for American chipmakers to find ways to evade export controls, recent news reports...
Thursday 9 November 2023
GPU-rich cloud gaming players may become new force in GenAI innovation
Generative AI is rapidly gaining traction, attracting many aspiring entrants into the field. However, the lack of computing resources and the difficulty of data collection pose significant...
Tuesday 7 November 2023
Chinese GPU startup Moore Threads reportedly to cut jobs
The Chinese GPU startup, Moore Threads Technology Co., which was previously added to the Entity List by the US Department of Commerce, has recently sent a letter to all its employees...
Thursday 2 November 2023
Intel's new end-of-year product could face increased pressure with Arm PC competition heating up
As the competition between Apple and Qualcomm in the Arm PC market intensified, the Arm PC camp has seen its momentum rise alongside this rivalry. This has put significant pressure...
Thursday 2 November 2023
AMD: MI300 can co-exist with ASICs, GPUs in the AI chip market
AMD's MI300 can co-exist with ASICs and GPU solutions in the AI chip market, CEO Lisa Su has said recently, stressing that its latest AI chip is very powerful and gaining market traction...
Thursday 2 November 2023
Rebound in HPC chip market for 2H23 anticipated, according to DIGITIMES Research
Despite the semiconductor industry's current downturn, competition in the HPC chip sector remains fierce. According to findings from DIGITIMES Research, the first half of 2023 saw...
Wednesday 1 November 2023
Apple's M3 chip: Memory bandwidth shrinks, but capacity upgrades soar
Apple's latest M3 chip is a 3nm marvel that promises to further enhance processing speed, efficiency, and endurance. However, one notable change is the decrease in memory bandwidth,...
Wednesday 1 November 2023
Naver, Intel team up to replace Nvidia GPUs with CPUs for AI inference
Naver, a well-known South Korean AI company, has reportedly teamed up with Intel to develop solutions that can replace Nvidia's AI accelerators, which are essential components for...
Wednesday 1 November 2023
Apple fully commits to 3nm with announcement of M3 chip
During an unexpected impromptu event, Apple officially announced its latest PC processor chip series, the M3. Paired with the previously launched A17 Pro processor, this marks Apple's...
Tuesday 31 October 2023
Global semiconductor market to recover in 2024; Taiwan to benefit
Despite the influences from the negative economic factors and geopolitics in 2023, the global semiconductor market is expected to enjoy a recovery in 2024 as the worst is expected...
Monday 30 October 2023
TSMC CoWoS capacity crucial to the AI GPU race between AMD and Nvidia
The ban on exports to China has been upgraded, not only expanding the range of AI chip specifications but also not giving Chinese companies time to stock up. It is worth noting that...
Thursday 26 October 2023
HPC chip suppliers expected to see sales grow in 2H23, says DIGITIMES Research
The three primary high-performance computing (HPC) chip suppliers, Intel, AMD, and Nvidia, will likely see their sales strengthen quarter by quarter in the second half of 2023, buoyed...
Wednesday 25 October 2023
Andrew Ng: GPU procurements need to be converted into revenue
AI expert Andrew Ng visited Taiwan at the end of September for a 4-day trip. Before leaving, he sat down for an interview with DIGITIMES and discussed his views on US tech giants,...
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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