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NEWS TAGGED BLACKWELL
Thursday 31 October 2024
Microsoft reports strong cloud-driven results, aggressively acquiring Blackwell chips to stay ahead
Microsoft reported robust financial results for the first quarter of fiscal year 2025, with revenue reaching US$65.59 billion, primarily driven by its cloud business. Azure demonstrated...
Friday 25 October 2024
Micron PCIe Gen5 SSDs earn spot on Nvidia GB200 NVL72 vendor list
Micron Technology has announced that its 9550 PCIe Gen5 E1.S data center SSDs have been qualified for Nvidia's recommended vendor list (RVL) for the NVIDIA GB200 NVL72 system and...
Thursday 24 October 2024
Nvidia takes full Blackwell delay accountability, seeks to dispel tension with TSMC rumors
Days after rumors of a strained relationship between Nvidia and TSMC regarding the delayed shipment of Blackwell chips, Nvidia CEO Jensen Huang clarified that the issue was "100%...
Monday 21 October 2024
TSMC navigates rumored strained relationship with Nvidia and shipments to Huawei
TSMC's impressive third-quarter performance in 2024 has captivated the global market, but recent rumors have drawn attention to potential challenges. Two key concerns have emerged:...
Friday 18 October 2024
Pegatron unveils new server at OCP summit, targeting AI and LLM inference training
Pegatron is making significant strides in the server business, recently showcasing its latest AI solutions at the 2024 Open Compute Project (OCP) Global Summit. This includes six...
Thursday 17 October 2024
Lite-On expects strong AI-related sales growth in 2025
Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.
Thursday 17 October 2024
Lite-On preparing for next-gen AI chip platform in advance
As Nvidia Blackwell GB200 chips near the mass production and shipment stage, supply chain players are already making initial preparations for the next-generation Rubin AI platform...
Thursday 17 October 2024
MSI secures supply of Nvidia Blackwell chips
After a delayed start in the AI server race compared to its Taiwanese competitors, MSI has in the past six months sprung into action at full throttle, leveraging its expertise in...
Wednesday 16 October 2024
TSMC raises CoWoS output goal again, say sources
TSMC has been urging its factory engineering and equipment suppliers to expedite shipment pull-ins, enabling the contract chipmaker to raise its monthly output target for CoWoS packaging,...
Friday 11 October 2024
Microsoft Azure leads in adopting Nvidia's GB200 AI server chips, driving cloud innovation
Microsoft announced on social media that its Azure platform is the first cloud platform to integrate Nvidia's GB200 chip servers, and the team is optimizing every layer of its technology...
Wednesday 9 October 2024
Strong AI server demand to drive Taiwan ODMs growth in 4Q24
Increased shipments and new product launches from AI chip leaders such as Nvidia and AMD have driven a surge in September sales for AI server ODMs.
Monday 7 October 2024
Liquid cooling solutions to receive spotlight at 2024 OCP Global Summit
The AI server rack featuring Nvidia's Blackwell chip will begin mass production in the fourth quarter of 2024, which is expected to increase the percentage of liquid cooling solutions...
Tuesday 1 October 2024
Systems manufacturers prepping for Blackwell shipments in late 4Q24
AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...
Tuesday 1 October 2024
Foxconn to continue growth in 4Q24, buoyed by iPhones, AI servers
Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple's iPhone 16 and strong demand for AI servers.
Tuesday 1 October 2024
Strong AI chip demand to boost TSMC market share
TSMC is expected to see its global market share top 70% by 2026, thanks to strong AI chip demand, according to industry sources.
Holtek
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