AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Governments worldwide are investing billions in AI infrastructure, enhancing domestic technology, protecting national security, and creating demand for developers and chipmakers like...
The US government's export ban on Nvidia's high-end AI chips has spurred efforts in China to produce domestic AI chips to meet the burgeoning demand in the country's AI sector.
The rapid development of large language models (LLMs) in China has led to various development bottlenecks for AI, including complex computing power management, high training and inference...
Largan Precision, a leading smartphone lens manufacturer, is facing challenges due to the increasing influence of AI in the smartphone market and its impact on talent recruitment...
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Since being blacklisted by the US Department of Commerce in 2019, Huawei has not given up efforts to break out of US export control restrictions. A Chinese technology tycoon observed...
SK Hynix is reportedly converting part of its production line at its Icheon semiconductor plant in South Korea to manufacture high bandwidth memory (HBM) in response to rapidly increasing...
As the technological competition between China and the US intensifies, AI chips have become a crucial resource. The US government's export ban on Nvidia's high-end AI chips has prompted...
According to sources in the server supply chain, Nvidia will soon begin shipping its new B100 and B200 chips. Mass production of servers equipped with these Blackwell architecture...
After two failed attempts at entering the discrete GPU market, Intel attempted another comeback in 2017 by recruiting Raja Koduri from AMD to head a development team, which led to...
Tightening control in China's capital market is bringing an end to an era of unrestrained growth for Chinese semiconductor companies, while simultaneously forcing many to delist or...
The global AI surge has cast an unexpected spotlight on Taiwan's hardware industry. On July 1, the Project TAME (TAiwan Mixture of Experts) initiative was launched, aiming to establish...
