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Wednesday 16 October 2024
China's semiconductor powerhouses unite as Beijing unleashes massive stimulus push
Over the weekend of September 21, 2024, more than 300 industry leaders from renowned companies such as STMicroelectronics (STM), AMD, Huawei, SMIC, Hua Hong Semiconductor, Yangtze...
Wednesday 16 October 2024
Intel, AMD form x86 ecosystem advisory group to drive innovation for developers and customers
Luminaries Linus Torvalds and Tim Sweeney join founding members Broadcom, Dell, Google, Hewlett Packard Enterprise, HP Inc., Lenovo, Meta, Microsoft, Oracle, and Red Hat.
Friday 11 October 2024
Nvidia H200's greatest rival: AMD MI325X GPU
AMD is largely regarded as the only firm capable of challenging Nvidia's dominant position in the AI GPU market. AMD recently held its Advancing AI conference in San Francisco, where...
Friday 11 October 2024
AMD debuts 3nm EPYC chips as Lisa Su announces record 34% global server market share
In 2017, AMD's data center platform market share was nearly zero. By the second quarter of 2024, it has climbed to a record high of 34%.
Wednesday 9 October 2024
AMD set to become second largest client of TSMC's US fab; hinted at one year ago
TSMC's Fab 21 in Arizona has not yet fully commenced its first phase of mass production, but it is already producing Apple's A16 chip. Additionally, AMD may become the second major...
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.
Wednesday 2 October 2024
Inventec eyes potential new opportunities following AMD's acquisition of ZT Systems
Inventec Chairman Li-Cheng Yeh has expressed optimism about AMD's acquisition of ZT, viewing it as an opportunity for Inventec to potentially engage directly with customers in the...
Wednesday 2 October 2024
Cerebras IPO signals growing challenge to Nvidia's AI chip dominance
As the largest beneficiary of the generative AI surge, Nvidia's dominance has attracted a wave of challengers. The recent initial public offering (IPO) filing by Cerebras signals...
Monday 30 September 2024
Intel's comeback in automotive: will its bet on smart cockpit pay off in dethroning Qualcomm?
Rumors have been swirling recently about Qualcomm's potential acquisition of Intel.
Thursday 26 September 2024
AMD, Broadcom eye lucrative potential in custom chips amid early market hurdles
AMD CEO Lisa Su predicts that while GPUs currently dominate AI tasks due to their parallel processing efficiency, the future will see a broader range of chip architectures emerge...
Thursday 26 September 2024
US election outcome to impact prices for Taiwan ODMs negotiating ZT plant purchase
ODMs without US manufacturing capabilities have initiated active procurement discussions following AMD's acquisition of ZT Systems, with the upcoming US presidential election potentially...
Thursday 26 September 2024
AMD reportedly teams up with 2 Taiwan startups for SiPh R&D collaboration
AMD has teamed up with Taiwan-based BE Epitaxy Semiconductor Technology and Best Epitaxy Manufacturing for joint development of next-generation silicon photonics (SiPh) technology,...
Wednesday 25 September 2024
Likelihood of Qualcomm acquiring Intel
On September 20, news of Qualcomm's intentions to acquire Intel sent a shock wave through Silicon Valley and Wall Street.
Wednesday 25 September 2024
AMD's next-gen AI GPU to intensify competition in 4Q24
AMD will launch a new generation of MI325X chips utilizing HBM3E in October to enhance its standing in the AI GPU market, aiming to secure orders from AI server clients seeking to...
Tuesday 24 September 2024
Intel's US-backed semiconductor plans threaten Samsung and South Korea's goals
Nvidia and AMD, two prominent US clients of TSMC, have recently hinted at expanding their chip manufacturing partnerships. This development has stirred interest within South Korea's...