The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the...
Nvidia's high-end RTX 50 series launch, originally set for January 2025, has been postponed to March, according to notebook supply chain sources. This delay also impacts the mid-range...
OSAT leader ASE expects to enjoy a particularly strong first quarter of 2025, thanks to an influx of urgent orders for AI and PC applications. Advanced packaging is expected to drive...
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously...
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Geely Auto (Geely) recently introduced the DeepSeek large language model, set to enable significant leaps in human-machine interface (HMI) upgrades for its vehicles in the future...
Microsoft Corp. is under investigation from the French antitrust authority amid concerns the US tech giant is degrading the quality of results when smaller rivals pay to use Bing...
The strengthening alliance between MediaTek and Nvidia has drawn intense industry attention, particularly regarding their joint development of AI PC platforms. While MediaTek has...
China has opened an antitrust investigation into Google, in what analysts view as a retaliatory move against heightened US tariffs. While Google's presence in China is minimal, industry...
Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK Hynix and Samsung Electronics' positions as key suppliers...
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny,...
