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Thursday 27 July 2023
Will HMB add new variable to US-China semiconductor rivalry?
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...
Friday 21 July 2023
Chinese IC designers keen to develop homegrown smart cockpit SoCs
Along with cars moving toward electrification and intelligence, the smart cockpit market is gradually gaining prominence. Currently, many Chinese carmakers adopt intelligent cockpit...
Thursday 20 July 2023
Memory and data strategies key to China's AI supremacy
At the press conference for 2023 China Computing Power Conference, held on July 17, the director-general of China's Information and Communication Development Department, Xie Cun,...
Wednesday 19 July 2023
China-based GPU suppliers eyeing AI opportunities
As the AI age comes, leading to high demand for computing power, GPU suppliers have experienced a boom. China-based GPU startups are trying to catch up and seek expansion to capitalize...
Monday 17 July 2023
Nvidia H800 under spotlight as A800 shipment to China rumored to be reduced
As Washington plans to strengthen control over the export of Nvidia A800 to China, Chinese media reported that Nvidia plans to reduce A800 production and allocate the capacity to...
Monday 17 July 2023
Intel Gaudi 2 not compelling enough for Chinese AI companies at the moment
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...
Monday 17 July 2023
Intel AI chip sales in China to face market, time tests
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...
Friday 14 July 2023
Hit by GPU restrictions? China's leading AI server provider sees possible loss for 1H23
China's leading AI server provider, Inspur Information, has recently partnered with Intel to announce the new generation AI server NF5698G7, equipped with the Gaudi 2 accelerator...
Friday 14 July 2023
Intel keen to address AI computing power gap in China with customized Gaudi 2 chips
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...
Thursday 13 July 2023
China AI players eyeing integrated systems as GPU replacement
Under the influence of geopolitical factors, China's AI-related industry is facing the challenge that high-end GPU chips supply is being controlled by overseas supplier. In response,...
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Wednesday 5 July 2023
Nvidia reportedly mulls outsourcing partial AI GPU production to Samsung
Nvidia is reportedly mulling outsourcing a portion of its AI GPUs to Samsung Electronics for fabrication amid increasingly tight capacity supply from TSMC. Industry observers noted...
Monday 3 July 2023
TSMC sees robust AI chip orders from Nvidia, Broadcom, AMD through 2024
TSMC is expected to see a significant revenue rebound in the second half of the year, which will be driven by not only the launch of new iPhones but also strong demand for AI chips...
Monday 3 July 2023
Arm unveils next-generation GPU architecture, propelling visual experiences of mobile computing to new heights
As smartphones become the primary devices for streaming media and with the rise of augmented reality (AR), 3D gaming, and increasingly sophisticated generative AI technologies, consumers'...
Monday 3 July 2023
ZTE sees generative AI drive new growth
ZTE exhibited its new computer infrastructure at the just-concluded MWC Shanghai 2023 in response to the rise of generative artificial intelligence (AI). As one of China's top two...
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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