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Tuesday 7 January 2025
Ibiden's exclusive position in AI chip substrate market rooted in deep ties with Intel
Japanese manufacturer Ibiden has established itself as a dominant player in the IC substrate market for AI chips, driven by Nvidia's strong demand for these substrates. Ibiden emphasized...
Tuesday 7 January 2025
South Korea shifts chip exports away from China as Taiwan, US market surge
South Korea's semiconductor industry is rapidly diversifying its export destinations away from China, with Taiwan and the US emerging as increasingly important markets amid ongoing...
Monday 6 January 2025
US bans to continually drive China's AI chip adaptation in 2025
Chinese AI chip development is showing signs of maturity and innovation as the industry adapts to tightened US technology restrictions. With the start of 2025, new US measures have...
Monday 6 January 2025
Pegatron unveils 5-year roadmap: AI, AR, and robotics lead the way
Pegatron is making significant strides in the AI server market through strategic partnerships with industry leaders. The company has completed client testing of its Nvidia GB200 rack-mounted...
Monday 6 January 2025
AI servers demand helps ODMs weather 1Q25 slowdown
Most server ODMs are projecting substantial growth in AI server shipments by early 2025, driven by optimism around AI-related demand and bolstered by Nvidia's upcoming Blackwell GPU...
Monday 6 January 2025
India roundup: Nvidia GPUs reportedly dominate in IndiaAI mission tender initiative
Nvidia GPUs have emerged as the primary choice among bidders for the IndiaAI Mission procurement initiative, while Foxconn plans to mimic its Chinese success in India by building...
Friday 3 January 2025
Nvidia's investment in AI startups reached US$1 billion in total funding in 2024
As artificial intelligence (AI) has been in bloom in recent years, Nvidia has achieved a remarkable milestone by surpassing a market capitalization of US$3 trillion for the first...
Friday 3 January 2025
Motherboard and graphics card makers embrace AI server boom
Taiwan's major motherboard and graphics card manufacturers are capitalizing on opportunities in the AI server sector, with projected operational growth in 2025, according to industry...
Friday 3 January 2025
Quanta gearing up for AI supercomputer shipments
Quanta Computer is positioned to maintain its leadership in the AI sector, according to Barry Lam, chairman of the Taiwan-based ODM company. Building on AI advancements, he expects...
Friday 3 January 2025
GB300 expects to launch in 2Q25, increasing demand for liquid cooling
The GB300 is anticipated to be unveiled in the second quarter of 2025, with trial production starting in the third quarter. It will reportedly have a stronger cooling requirement,...
Thursday 2 January 2025
Nvidia GPUs reportedly dominate in IndiaAI mission tender initiative
Nvidia GPUs are emerging as the dominant choice in the government's ambitious INR100.0 billion (US$1.17 billion) IndiaAI mission.
Thursday 2 January 2025
How Ayar Labs captured the backing of Nvidia, AMD, and Intel
Rival semiconductor leaders Nvidia, AMD, and Intel have aligned in their support for Ayar Labs, a groundbreaking startup revolutionizing chip technology. In December, Silicon Valley-based...
Tuesday 31 December 2024
China's calculated retaliation intensifies tensions as Trump hints at renewed tariffs
Following Donald Trump's election, the US-China trade war appeared to be entering a new phase with Trump's announcement in late November of additional tariffs on China, Mexico, and...
Tuesday 31 December 2024
AI remains main theme in semiconductors, with Nvidia and TSMC leading industry developments
In 2025, TSMC and Nvidia will continue to lead the semiconductor sector, which remains influenced by AI, according to industry sources.
Tuesday 31 December 2024
2024 review: Taiwanese ODMs thrive as top 5 brands step up for AI servers
The global AI server market is expected to expand from US$142.88 billion in 2024 to US$837.83 billion by 2030, with a CAGR of 34.3%, according to MarketsandMarkets. This growth is...