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Tuesday 25 February 2025
Nvidia indirectly fuels US-China GenAI rivalry as Grok 3 creates new waves
The emergence of China's DeepSeek has shocked the US market and impacted Nvidia's market value. Now, with the official launch of Grok 3 by xAI, a company founded by Tesla CEO Elon...
Monday 24 February 2025
AI boom sends HBM demand soaring as Samsung eyes ASIC market shift
The global AI boom is set to keep high bandwidth memory (HBM) in short supply through 2025, as demand surges across AI and data-intensive applications, according to experts at SEMICON...
Monday 24 February 2025
Asus and Gigabyte secure major AI server orders from Nvidia, advancing US manufacturing initiatives
Supply chain operators state that due to tariffs and a surge in orders, server manufacturers are accelerating their plans to establish factories overseas, including in the US. In...
Friday 21 February 2025
BizLink optimistic about production relocation opportunities in 2025
Cable and connector maker BizLink expects steady demand for high-performance computing (HPC) and semiconductor production equipment (SPE) to drive growth in 2025, with chairman Roger...
Thursday 20 February 2025
Retailers hoard RTX 5090, betting on crypto boom revival; Asus, MSI see profits surge
Nvidia's RTX 5090 and RTX 5080 launched on January 30, but demand has far outstripped supply. The limited initial stock, a common trend for high-end Nvidia GPUs, quickly vanished...
Thursday 20 February 2025
Taiwan AI supply chain gears up for next boom as Nvidia GPU demand surges
The advent of DeepSeek and other factors are contributing to the current shortage of Nvidia's GPUs, as Taiwan's AI industry supply chain is on the brink of entering its third wave...
Wednesday 19 February 2025
ASICs struggle to challenge Nvidia's GPU dominance
The increasing adoption of application-specific integrated circuits (ASICs) for artificial intelligence (AI) has sparked discussions about potential competition to Nvidia's GPU market...
Wednesday 19 February 2025
ASE and PTI step up FOPLP investments to tap AI boom
ASE Technology Holdings (ASE) and Powertech Technology (PTI) are ramping up investments in fan-out panel-level packaging (FOPLP) to capitalize on surging artificial intelligence (AI)...
Wednesday 19 February 2025
Samsung semiconductor chief reportedly meets with Nvidia CEO as HBM3E race heats up
Samsung Electronics' semiconductor head Young-Hyun Jun reportedly met with Nvidia CEO Jensen Huang in the US, fueling speculation that Samsung is advancing its bid to supply HBM3E...
Monday 17 February 2025
IBM Japan VP outlines quantum opportunities for Taiwanese firms
While quantum computing has become a major topic in the tech industry in recent years, with leading figures such as Nvidia CEO Jensen Huang and Microsoft founder Bill Gates weighing...
Monday 17 February 2025
Micron plans 12-layer HBM3E production for Nvidia, challenging Samsung's position
Recent industry reports reveal that Micron is preparing to begin mass production of its 12-layer HBM3E memory for Nvidia, potentially creating significant pressure on Samsung Electronics...
Monday 17 February 2025
APMIC partners with CKmates to launch edge AI server rack leasing service
Taiwanese AI startup APMIC has partnered with cloud service provider CKmates to introduce an innovative rack leasing solution for AI servers, complemented by a model training framework...
Monday 17 February 2025
Chinese AI chipmakers eye DeepSeek model for inference market shift
The focus of AI is pivoting from training to inference, according to TechInsights. As AI companies like DeepSeek-R1 highlight the growing need for inference computational power, Nvidia's...
Friday 14 February 2025
Quantum computing is already here, experts say
Quantum expert Ching-Ray Chang, a distinguished professor of physics at National Taiwan University (NTU), believes that quantum computing is already here, refuting a previous statement...
Friday 14 February 2025
Meta in talks to acquire FuriosaAI as in-house AI chip competition intensifies
Meta is reportedly in talks to acquire South Korea-based startup FuriosaAI, as major tech companies are increasingly developing and advancing their own AI chips to reduce reliance...