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Thursday 17 October 2024
Rivals turn allies: Intel, AMD unite to counter Arm
Intel and AMD's surprise alliance has stirred industry discussions, given their history of rivalry.
Thursday 17 October 2024
Lite-On preparing for next-gen AI chip platform in advance
As Nvidia Blackwell GB200 chips near the mass production and shipment stage, supply chain players are already making initial preparations for the next-generation Rubin AI platform...
Thursday 17 October 2024
ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains
ASML, a leader in producing the world's most advanced chipmaking tools like High-NA EUV machines, unexpectedly released its latest financial report early. The report revealed a weaker-than-expected...
Thursday 17 October 2024
ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research
ASML's latest financial report reveals a significant year-over-year decline in net bookings, exceeding 50% sequentially. The company has also revised its 2025 revenue guidance downward...
Wednesday 16 October 2024
Intel, AMD form x86 ecosystem advisory group to drive innovation for developers and customers
Luminaries Linus Torvalds and Tim Sweeney join founding members Broadcom, Dell, Google, Hewlett Packard Enterprise, HP Inc., Lenovo, Meta, Microsoft, Oracle, and Red Hat.
Wednesday 16 October 2024
ASML's order plunge suggests Intel and Samsung pullback, potentially benefiting TSMC
ASML's latest financial results revealed that some chipmakers have slowed their investments. Analysts speculate that Intel and Samsung may be the ones cutting back, potentially easing...
Monday 14 October 2024
Habana concludes interim AI battle as Intel's Falcon Shores takes center stage
Despite challenges on multiple fronts, Intel remains committed to investing in the AI race. As part of its "next phase transformation," the company's upcoming Falcon Shores GPU is...
Friday 11 October 2024
AMD debuts 3nm EPYC chips as Lisa Su announces record 34% global server market share
In 2017, AMD's data center platform market share was nearly zero. By the second quarter of 2024, it has climbed to a record high of 34%.
Wednesday 9 October 2024
TSMC's September revenue hits second-highest; annual US$ revenue set to exceed target
TSMC's September 2024 revenue reached NT$251.873 billion (around US$7.75 billion), fueled by high demand for next-generation smartphone, AI, and PC chips from key clients such as...
Wednesday 9 October 2024
CHIPS Act waives environmental reviews, but power challenges persist
On October 2, 2024, US President Joe Biden signed new legislation allowing semiconductor fabs funded under the CHIPS and Science Act to bypass federal environmental review requirements...
Wednesday 9 October 2024
Intel's geopolitical significance dampens acquisition rumors
Pat Gelsinger, Intel's CEO, maintains composure amid speculation about a potential Qualcomm takeover of Intel. While the media has not obtained any direct response from Gelsinger,...
Monday 7 October 2024
Intel execs visit Vietnam, commit to including more Vietnamese companies in ecosystem
Intel has announced plans to include more Vietnamese companies in its ecosystem and provide the Vietnamese government with additional industry-related advice.
Monday 7 October 2024
Weekly news roundup: Samsung delays fabs construction amid semiconductor slowdown
These are the most-read DIGITIMES Asia stories in the week of September 30 - October 6.
Friday 4 October 2024
Penang outlines semiconductor cluster: Focus on PCB, backend
A semiconductor industry cluster is emerging in Penang, Malaysia, with an emphasis on the PCB and backend supply chains.
Friday 4 October 2024
Intel embraces TSMC 3nm to safeguard PC dominance
After five years of development, Intel's Core Ultra 200V processor family, codenamed Lunar Lake, has been confirmed for manufacturing on TSMC's 3nm process, ushering in a shift in...