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Thursday 15 February 2024
TSMC gains US$42 Billion to pass Visa as investors bet on AI boom
Taiwan Semiconductor Manufacturing Co. gained about US$42 billion in market value after investors bet the chipmaker to Nvidia Corp. and Apple Inc. will become one of the biggest winners...
Thursday 15 February 2024
The roast of Sam Altman: Nvidia CEO Jensen Huang's trillion dollar burn
Jensen Huang has thrown shade on Sam Altman's semiconductor ambitions.
Thursday 15 February 2024
OpenAI's trillion-dollar chip plan can end well if right move is made
Nvidia's many customers, including Open AI CEO Sam Altman, are trying to find ways to cut dependency on its AI chips. While specialists have pointed out that Altman's lack of understanding...
Wednesday 7 February 2024
AMD to bet on AI PCs, said AMD president Victor Peng
With the AI competition heating up, US chip giant AMD is betting on AI PCs and diving head-on into a race with Nvidia and Intel.
Wednesday 7 February 2024
Nvidia teams up with Singtel to deploy AI in Southeast Asian data centers
Singapore Telecommunications Limited (Singtel) announced a partnership with Nvidia to deploy AI in its data centers across Southeast Asia, offering customers access to Nvidia AI GPU...
Tuesday 6 February 2024
Nvidia, Cisco to help companies build in-house AI computing
Nvidia Corp. and Cisco Systems Inc. are teaming up to make it easier for corporations to build their own AI computing infrastructure, an attempt to push the technology beyond the...
Monday 5 February 2024
Weekly news roundup: semiconductor industry revenue dips in 2023, Nvidia surges amid AI demand
These are the most-read DIGITIMES Asia stories in the week of January 29- February 2:
Friday 2 February 2024
Nvidia CEO says nations seeking own AI systems will raise demand
Nvidia Corp. Chief Executive Officer Jensen Huang said countries around the world aiming to build and run their own artificial intelligence infrastructure at home will drive up demand...
Friday 2 February 2024
SK Hynix's rumored Indiana HBM fab will give Nvidia onshore GPUs
SK Hynix is said to planning an advanced facility in Indiana, USA, to provide high bandwidth memories (HBM) to GPU customers.
Friday 2 February 2024
Semiconductor revenue rankings in 2023: Intel reclaims top spot, AI wave lifts Nvidia to third, and Samsung drops on memory slump
In 2023, the global semiconductor industry saw its aggregate revenue fall 8.8% from 2022 to US$521.3 billion. Despite Intel reclaiming the top spot in annual revenue, it still recorded...
Wednesday 31 January 2024
AMD's weak forecast overshadows prospects for AI chips
Advanced Micro Devices Inc. declined in late trading after giving a weak revenue forecast, even as the chipmaker predicted that new artificial intelligence processors would generate...
Wednesday 31 January 2024
Nvidia GTC to bring together renowned AI industry leaders
Jensen Huang, Nvidia's founder and CEO, will make a keynote address at the forthcoming GPU Technology Conference (GTC) in mid-March 2024. Given its high level of sponsorship, the...
Tuesday 30 January 2024
SK Hynix and Nvidia are said in HBM supply talks for 2025
Nvidia and SK Hynix are reportedly discussing the supply of High Bandwidth Memory (HBM) for the first quarter of 2025. Having been the sole supplier of HBM in 2023, SK Hynix's supplies...
Tuesday 30 January 2024
Intel stumbles in AI race as data center growth stalls, lagging behind competitors
Intel's data center business division was once a lucrative cash cow for a considerable amount of time. However, it has since witnessed a significant decline in its prominence. Despite...
Tuesday 30 January 2024
PCB demand from AI server industry to increase
With ChatGPT significantly boosting demand for AI servers, related supply chain players have seen orders for Copper Clad Laminate (CCL), PCB, and ABF substrates increase, according...
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