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Tuesday 9 July 2024
Arm focusing on four major AI applications, but competition from in-house developed ICs rising, says DIGITIMES Research
In the keynote speech at Computex 2024, Arm revealed its focus on four major AI application areas: mobile phones, PCs, automobiles, and the cloud.
Tuesday 9 July 2024
Nvidia's H20 to go head-to-head with Chinese AI chips; procurement intent from major CSPs will be key
The rapid development of large language models (LLMs) in China has led to various development bottlenecks for AI, including complex computing power management, high training and inference...
Tuesday 9 July 2024
Largan navigates AI challenges, diversifies portfolio amid shifting smartphone lens market
Largan Precision, a leading smartphone lens manufacturer, is facing challenges due to the increasing influence of AI in the smartphone market and its impact on talent recruitment...
Monday 8 July 2024
Weekly news roundup: Qualcomm, MediaTek feel pressure from Huawei comeback, Micron cautions about over-capacity
These are the most-read DIGITIMES Asia stories in the week of July 1 – July 5.
Friday 5 July 2024
Foxconn's June revenue skyrockets to record quarterly high on AI server boom
Driven by robust market demand for AI server products, Foxconn's (Hon Hai) revenue for June reached NT$490.725 billion (US$15.91 billion).
Friday 5 July 2024
China still relies heavily on Nvidia AI chips despite Huawei's best efforts
As the technological competition between China and the US intensifies, AI chips have become a crucial resource. The US government's export ban on Nvidia's high-end AI chips has prompted...
Friday 5 July 2024
Nvidia Blackwell B100/B200 deliveries imminent, air cooling remains dominant
According to sources in the server supply chain, Nvidia will soon begin shipping its new B100 and B200 chips. Mass production of servers equipped with these Blackwell architecture...
Wednesday 3 July 2024
Mobile device suppliers keen on edge AI to revitalize market
Since late 2023, the semiconductor industry has been eagerly anticipating the upcoming edge AI boom, particularly in AI smartphones and AI PCs – the two largest consumer electronics...
Wednesday 3 July 2024
Motor driver IC demand for data centers ramping up
As cooling becomes a key issue for data centers, especially with liquid cooling solutions gaining prominence, in the past few years Taiwan-based IC design firms such as Weltrend and...
Monday 1 July 2024
Taisol sees increasing trend in use of liquid cooling
Liquid cooling is widely used in newly built data centers, and L2L (liquid to liquid) architecture has been widely adopted, according to Taiwan-based cooling module maker Taisol El...
Friday 28 June 2024
PCL seeks to seize AI SiPh opportunities with CPO
Transmission speeds have become crucial as data centers see rapid growth in AI applications.
Thursday 27 June 2024
Ibiden scales up AI chip substrate capacity for Nvidia supply chain
Ibiden, the Japanese electronic component supplier, used to be seen as an Intel supply chain partner.
Thursday 27 June 2024
Chinese firms eye Malaysia to dodge rising US tariffs
Amid rising US tariffs on select Chinese products, Chinese firms are considering relocating production to Malaysia to avoid hefty taxes.
Thursday 27 June 2024
AI craze reaches Southern Taiwan Science Park, boosting record high revenue
Driven by the leading semiconductor industry, all six major industries in the Southern Taiwan Science Park (STSP) have fully recovered. From January to April 2024, the park's total...
Thursday 27 June 2024
Apple's halo shines bright in smartphone supply chain, even with consumer demand concerns
With Nvidia leading the charge in generative AI, Apple's brand image seemed to have lost a bit of its luster.
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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