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Friday 23 February 2024
Major Chinese CSPs to participate in upcoming Nvidia event
Nvidia will hold a special China AI Day for the Chinese market at its GTC conference in March, inviting cloud computing and large language models (LLM) leaders from Baidu, Alibaba...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Tuesday 20 February 2024
Arm, OpenAI, and Softbank showing interest in buying Graphcore
British AI chip startup Graphcore is rumored to be for sale, with the asking price estimated at US$500 million. Arm, SoftBank, and OpenAI are said to be among potential buyers.
Monday 19 February 2024
TSMC expects strong 2024 driven by AI chip manufacturing
Amid sluggish demand, order cuts, price reduction, soaring costs, and intensifying geopolitical tension, TSMC reported declining performances in 2023. The chip giant foresees rebounding...
Friday 16 February 2024
SK Hynix reportedly plans AI chip alliance with TSMC
SK Hynix is rumored to be establishing an Artificial Intelligence (AI) semiconductor alliance with TSMC, investing in the development of next-generation high-bandwidth memory (HBM)...
Friday 16 February 2024
Nvidia is reportedly considering ASIC services
Nvidia is reportedly considering offering ASIC services, a development that could potentially affect Broadcom and Marvell, among others, according to industry sources in Taiwan.
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...
Tuesday 6 February 2024
SMIC reportedly building 5nm capacities in Shanghai to produce Huawei's smartphone and AI chips
SMIC is said to have set up a new semiconductor production line in Shanghai and hopes to utilize its existing US and Dutch manufacturing facilities to mass-produce Huawei HiSilicon's...
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
AI is Samsung's best counterpunch to Intel-UMC challenge
Intel's latest moves are getting the attention of Samsung: Intel accelerated its development of the 2nm process and was the first to purchase High-NA extreme ultraviolet (EUV) lithography...
Monday 29 January 2024
AI chip advancements fuel surge in Japanese semiconductor backend process materials
Amidst the rapid advancement in AI chip development, emerging technologies like chiplets are making semiconductor backend processes more intricate. As a result, the prices and profit...
Thursday 25 January 2024
Chinese AI processor developers face challenges
Chinese AI chip developers, including Biren Technology and Cambricon Technologies, are having tough times that could burst the AI bubble in China.
Tuesday 23 January 2024
OpenAI's wishlist: billions, freedom from Nvidia, in-house AI chip production
OpenAI is exploring potential self-development and production.
Friday 19 January 2024
Backend houses bullish about advanced packaging demand
Long-term prospects are bright for advanced packaging technology, thanks to robust demand for AI and HPC chips, according to sources at backend houses.
Monday 15 January 2024
China mulls great AI chip leap as Nvidia disappoints
Unimpressed by Nvidia's reduced performance GPU chips, Chinese cloud titans Alibaba and Tencent look to homegrown replacements.
CHT
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