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Thursday 5 September 2024
Over 40% of Taiwan-based IC design houses set to adopt advanced processes
Relevant officials stated that to encourage Taiwan-based IC design houses, the MOEA has offered generous subsidies, aiming for over 40% of Taiwanese IC design houses to adopt advanced...
Thursday 5 September 2024
What is at stake in Nvidia antitrust probe?
The US Department of Justice's antitrust probe against Nvidia came as no surprise. The chip vendor has made enormous profits since early 2023 with its stock price skyrocketing, thanks...
Thursday 5 September 2024
China GPU industry braces for consolidation
Over the past two years, local GPU manufacturers in China have been on a roller coaster ride.
Wednesday 4 September 2024
Taiwanese manufacturers gain ground with Nvidia's move to liquid cooling
Nvidia's announcement that its Blackwell series will enter mass production in the fourth quarter signals a shift toward a new era in server cooling, transitioning from traditional...
Wednesday 4 September 2024
Dell's five-quarter-long order visibility for AI boosts confidence in server supply chain
Following Nvidia, Dell has also delivered an impressive financial report thanks to artificial intelligence (AI). Dell is highly optimistic about the upcoming demand for AI and revealed...
Wednesday 4 September 2024
US DOJ reportedly intensifies Nvidia antitrust probe with subpoena
Bloomberg, citing unnamed sources, reported that the US Justice Department (DOJ) has intensified its investigation into Nvidia by issuing subpoenas to the company and others...
Tuesday 3 September 2024
AI server boom to fuel PCB industry optimism in 2025
The second-quarter financial reports of tech giants have been gradually released, with Nvidia delivering results that exceeded expectations, maintaining year-over-year growth, quarter-over-quarter...
Tuesday 3 September 2024
Broadcom's VMware acquisition: a strategic expansion with long-term synergy potential
Following Broadcom's acquisition of VMware, there has been significant interest in how the two companies will evolve and whether the merger will generate any notable synergy for the...
Tuesday 3 September 2024
At SEMICON Taiwan 2024, the AI focus turns to memory and network chipmakers
After more than a year of insight into AI models and hardware, the market has a better understanding of the upcoming bottlenecks facing cloud-based generative AI: high bandwidth memory...
Monday 2 September 2024
Jensen Huang's three assurances temporarily calm cooling factories
Nvidia's founder and CEO, Jensen Huang, revealed that the Blackwell chip will be mass-produced and delivered to clients in the last quarter of 2024. He also states that demands for...
Monday 2 September 2024
Peak season fails to boost 3Q24 memory spot pricing
Even though the third quarter is the traditional peak season for consumer electronics and other end-market applications, DRAM and NAND flash memory spot prices have decreased almost...
Monday 2 September 2024
Intel Gaudi 3 welcomes first major cloud customer with adoption from IBM Cloud
Starting in early 2025, IBM Cloud will allow customers to use Intel's latest Gaudi 3 AI accelerators. This marks the first publically known, major cloud industry customer for Gaudi...
Monday 2 September 2024
New opportunities of hardware and application by generative AI: Seizing the US$1.5 trillion market
AI research emerged in the 1940s and made breakthroughs in areas like expert systems, natural language processing, and machine learning from the 1960s to the 1980s. Essential milestones...
Monday 2 September 2024
Chinese GPU startup, potential Nvidia rival, denies bankruptcy despite organizational adjustment
Reports indicate that Xiangdixian, a China-based GPU design house considered a potential rival to Nvidia, has declared bankruptcy due to cash flow issues and has laid off nearly 400...
Monday 2 September 2024
Future of GenAI is clouded; Industry structure requires change, says VCs
Whether the benefits of Generative AI (GenAI) can be expanded from infrastructure to platforms and break the current situation, where the market is dominated by a few companies like...
Colder Products Company
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research