Korean media reports said Samsung Electronics's 4-generation high bandwidth memory product (HBM3) has been validated and has started mass production. However, industry sources only...
Nvidia is reportedly developing a flagship AI chip specifically for the Chinese market to comply with US restrictions on the export of advanced semiconductors. According to sources,...
OpenAI has reportedly engaged in talks with Broadcom to develop chips that could compete with Nvidia for AI chips and HBM supply, according to The Information. This move...
In vying for Nvidia's next-generation memory orders, SK Hynix is prioritizing cost reduction through a more radical approach: eliminating silicon interposers entirely from HBM4 production,...
Major Copper Clad Laminate (CCL) makers EMC, Iteq, and Taiwan Union Technology Corporation (TUC) are forecasting a bumper year, as demand for AI servers continues to trend high leading...
Chip guru Jim Keller has expressed confidence that more companies will emerge to fill gaps in the AI market, as even Nvidia cannot meet all the demand.
Nvidia continues to introduce downgraded versions of its AI and gaming GPUs for the Chinese market, which remains important to the US chip vendor, according to industry sources. New...
With the current boom of generative AI, British AI chip unicorn Graphcore should've enjoyed the dividends from AI. Instead, it found itself struggling.
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer...
A ramp-up in 3nm chip orders from Intel may serve as a significant catalyst for TSMC's revenue growth in the latter half of 2024, according to industry sources.
Ever since Nvidia CEO Jensen Huang championed the "Sovereign AI" strategy at the 2024 World Government Summit, global governments have been in a rush to establish their own AI infrastructure...
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...