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Tuesday 21 January 2025
Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
Samsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed...
Tuesday 21 January 2025
Understanding the AI diffusion rule left by Biden: Nvidia's pushback and European concerns
Jensen Huang, the CEO of Nvidia, conducted a whirlwind visit to Taiwan last week. Departing from its previous low-profile stance, Nvidia has taken a bold approach this time, criticizing...
Tuesday 21 January 2025
Nvidia, MediaTek unite to advance AI PCs; major launch expected in September 2025
Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Monday 20 January 2025
Jensen Huang's 55-hour visit to Taiwan: key meetings and their significance
Nvidia CEO Jensen Huang wrapped up a fast-paced 55-hour visit to Taiwan, underscoring the country's role in the global AI and semiconductor industries. During his stay from January...
Monday 20 January 2025
Wistron optimistic about 2025 AI growth amid US-Sino policy shifts
At Wistron's year-end party in Taiwan on January 17, Nvidia CEO Jensen Huang emphasized the early stage of AI development and the crucial role of partners like Wistron in the supply...
Monday 20 January 2025
Weekly news roundup: Europe's chip ambitions falter; TSMC maintains CoWoS equipment orders
These are the most-read DIGITIMES Asia stories in the week of January 13 – January 17.
Friday 17 January 2025
Strong demand persists for Nvidia GB200 despite market concerns
Strong AI-related demand will drive TSMC's 20% compound annual growth rate in revenue over the next five years, according to chairman C.C. Wei during the company's latest earnings...
Friday 17 January 2025
TSMC and Nvidia confirm no order cuts; continue to thrive in AI boom
TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.
Friday 17 January 2025
CoWoS-L production capacity gradually increasing, confirms Nvidia CEO
During the inauguration ceremony of SPIL on January 16, Nvidia founder and CEO Jensen Huang stated that the Blackwell system has now fully entered production, which will gradually...
Thursday 16 January 2025
Google TPUs lead liquid cooling innovation as Trillium TPU adoption grows in Taiwan
The surge in AI demand has propelled the popularity of liquid-cooled servers, with numerous companies planning to integrate liquid cooling into their infrastructure. According to...
Thursday 16 January 2025
Aetina partners with Nvidia and Qualcomm to enhance edge AI applications
Aetina, a subsidiary of Innodisk, has announced comprehensive support for the super mode feature introduced by Nvidia's Jetson Orin NX and Jetson Orin Nano modules. The company also...
Thursday 16 January 2025
Nvidia hit by US AI rules; is ASIC next big winner?
The Biden administration has introduced new AI computing power regulations as it prepares to leave office. This move is perceived by many as a form of "total control" over global...
Thursday 16 January 2025
Nvidia's visit to SPIL highlights its emphasis on advanced packaging
Nvidia CEO Jensen Huang's visit to Siliconware Precision Industries (SPIL) on his current trip to Taiwan has garnered market attention to the company's emphasis on advanced packagi...