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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...
Thursday 22 February 2024
Unimicron poised to regain ABF substrate shipment growth amid AI chip boom
Following a significant drop in sales of BT substrates and midrange ABF substrates in 2023 amid sluggish post-pandemic consumer electronics demand, Taiwan's Unimicron Technology is...
Thursday 22 February 2024
Want to beat TSMC? Colley Hwang: competitors must get three wins
At a forum held during the Taipei International Book Exhibition 2024, DIGITIMES President Colley Hwang, a senior semiconductor industry expert, imparted a million-dollar information...
Wednesday 21 February 2024
AI chips should prioritize quality or quantity? Perspectives differ among software and hardware giants
It was previously reported that OpenAI CEO Sam Altman aims to raise US$5-7 trillion to fortify the AI chip supply chain. The venture includes establishing a global network of fabrication...
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.
Tuesday 20 February 2024
Memory market poised to return to growth in 2024
The memory market is expected to revive this year, with high-bandwidth memory (HBM) gaining popularity thanks to generative AI, according to industry sources.
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...
Tuesday 6 February 2024
With increased testing requirements for AI chips, probe card makers eye resurgence
As AI continues to drive attention toward developments in high-performance computing (HPC) chips and advanced packaging technologies, chip manufacturers such as Nvidia can quickly...
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
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...