Seeing Nvidia's excellent revenue performance in the second quarter of 2023 and the reported plan to expand the production of AI chips like H100, South Korean memory makers like Samsung...
OSATs ASE Technology and King Yuan Electronics (KYEC), both of which reportedly are in the supply chain for Nvidia's AI chips, are likely to experience revenue declines in 2023 despite...
China's autonomous driving startup Momenta reportedly has recruited the Oppo-disbanded Zeku chip design team to support its in-house chip development, and has also partnered with...
According to Dempa and Nikkei reports, most semiconductor equipment-related vendors' April to June results declined from a year ago. However, those vendors remain...
UK government officials have held discussions with tech giants Nvidia Corp., Advanced Micro Devices Inc. and Intel Corp. about procuring equipment for national artificial intelligence...
Quanta Computer expects its future operation and profitability to be majorly driven by the AI business and in addition to servers and automotive AI chips, the company has also been...
AI chips reportedly being developed by Tesla using heterogeneous integration are driving up demand for IC verification analysis services, according to industry sources.
Compared to the impressive performance of its gaming notebooks and boards, Asus's server business tends to not receive much attention from the market with a revenue share in the low...
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
AMD CEO Lisa Su's Asia tour in July to secure its supply chain became the focal point for analysts during the company's 2Q23 financial earnings call. In particular, discussions on...
China's AI chip corporations are facing a golden development opportunity, with pulling power from the domestic demand market and pushing power from the Biden Administration's export...
Analysis and verification lab Integrated Service Technology (iST) is optimistic about its business in 2023 and 2024. The company could possibly record profits next year, thanks to...
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...