Nvidia has almost monopolized the hottest AI GPU market as the largest beneficiary of the ongoing global generative boom sparked by ChatGPT, which will significantly benefit its manufacturing...
I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service...
According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising.
New data from Synergy Research Group shows that first-quarter 2023 enterprise spending on cloud infrastructure services exceeded US$63 billion worldwide, up by well over US$10 billion...
The trend of generative AI has continued to spread, but will this trend run the risk of turning into a bubble, like the previous hot topic of the metaverse? In an interview, Microsoft...
Nvidia can be said dominate the lifeblood of the AI industry, and its newly launched AI supercomputing service DGX Cloud will incur 'coopetition' with leading cloud service providers...
The efforts of system device vendors to develop new chips in-house have been stalled since the third quarter of 2022, but they have recently resumed their "acceleration track," according...
As ChatGPT embraces the speech-to-text capability and incorporates Whisper APIs, the semiconductor supply chain and terminal electronics devices associated with speech recognition...
Microsoft has reportedly approached TSMC and its ecosystem partners about using the foundry's CoWoS packaging for its own AI chip, according to industry sources.
Askey, a member of ASUSTek Computer Inc., today announced a collaboration to provide cloud-based end-to-end 5G private network solution that adopts Askey's All-in-One 5G small cell...
Many major fabless chipmakers including Novatek Microelectronics, Realtek Semiconductor, Aspeed Technology and Nvidia have seen earlier than expected orders from clients, which, in...
Demand for custom-built chips from system vendors remains promising for OSATs that offer high-end backend services, such as ASE Technology (ASEH), Amkor Technology and Powertech Technology...
Chip orders for servers from top cloud service providers have dropped dramatically, casting a shadow over server demand prospects for 2023, according to industry sources.
Taiwan-based server ODMs have expressed caution about their sales prospects for the first quarter of 2023, citing significant adjustments in customer orders, according to industry...