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Friday 15 March 2024
Research Insight: Nvidia's path to US$100 billion in sales
DIGITIMES Research discovered Nvidia's sales in fiscal year 2025 (February 2024 to January 2025) will exceed US$100 billion from the data center market alone.
Thursday 14 March 2024
Cloud's bursting: In the AI-fueled clash of the CSPs chips are the rainmakers
Artificial Intelligence (AI) is catalyzing the demand for cloud services.
Thursday 14 March 2024
MediaTek stepping up automotive deployment
MediaTek has significantly increased its investment in automotive electronics-related departments to expand its presence in the industry, according to sources familiar with the mat...
Wednesday 13 March 2024
Samsung denies rumors about applying MR-MUF to improve HBM yield
Refuting a Reuters report citing five people stating that Samsung Electronics will apply Mass Reflow Molded Underfill (MR-MUF) technology, which is the process used by SK...
Wednesday 13 March 2024
What does ZLUDA's comeback mean for the global GPU race?
In the continuously evolving field of GPU, a project called "ZLUDA" has successfully made Nvidia's CUDA compatible with AMD GPUs, thus challenging the exclusivity of Nvidia and providing...
Wednesday 13 March 2024
How deep is Nvidia's moat? CUDA may not be invincible forever
Faced with Nvidia's absolute dominance in China's AI chip market, how difficult is it for AMD to grab a share of China's AI market away from Nvidia? Experts said it will be tough...
Wednesday 13 March 2024
Nvidia AI server chips remain in high demand
Demand remains high for Nvidia AI server processors despite the transition from older to newer products, according to industry sources.
Tuesday 12 March 2024
Not just Nvidia: Intel and Qualcomm forge ahead with AI ambitions in 2024
During the 2024 Mobile World Congress (MWC), a noticeable trend emerged among US-based chip manufacturers, highlighting a heightened focus on AI integration. Companies like Qualcomm...
Tuesday 12 March 2024
Taiwan expands Aviation FTZ to expedite AI chips and server shipment
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Monday 11 March 2024
SK Hynix reported has submitted 12-layer HBM3E samples to Nvidia
Players in the memory industry are fiercely competing with each other in developing the fifth-generation High Bandwidth Memory (HBM) HBM3E due to the intense demand from AI GPUs....
Monday 11 March 2024
AMD CTO: AMD-supported gaming consoles will welcome AI upgrade
AI upgrades will be deployed in AMD-supported gaming consoles starting in 2024, including the yet-to-be-revealed PlayStation 5 Pro (PS5 Pro) and PlayStation 6 (PS6). In an interview,...
Friday 8 March 2024
Nvidia's latest restrictions on CUDA stirs Chinese AI community
Nvidia has taken further actions targeting the Chinese market to maintain its dominance in the GPU market, attempting to block third-party GPU companies from seamlessly using CUDA...
Thursday 7 March 2024
Computex Taipei 2024 to have AMD, Intel CEOs on stage
TAITRA (Taiwan External Trade Development Council) has announced that Pat Gelsinger, CEO of Intel, will be a keynote speaker at Computex 2024 on June 4. The council earlier announced...
Thursday 7 March 2024
British Nvidia's uncertain future: Graphcore weighs sale amidst financial and geopolitical woes
Amid Nvidia's historic achievement of reaching a market value of US$2 trillion, attention shifts to its rivals.