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Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Monday 29 May 2023
New Nvidia generative AI chip employs TSMC CoWoS
Nvidia has announced the launch of a new class of large-memory AI supercomputer, the Nvidia DGX, powered by Nvidia's GH200 Grace Hopper superchips and the Nvidia NVLink Switch System,...
Monday 29 May 2023
Wiwynn strives to bring AI server sales to 50% of revenue in 2024
Emily Hong, the Vice Chairwoman and CEO of server original design manufacturer (ODM) Wiwynn Corp., stated that they currently have AI-related projects with major clients in progress...
Monday 29 May 2023
Chinese vendors made over one-third of top supercomputers in US
According to the latest ranking of global supercomputers, the US and China topped the list, accounting for more than half of the fastest supercomputers worldwide, while China-based...
Monday 29 May 2023
Nvidia AI GPU dominance to bolster key supply partners TSMC, Foxconn
Nvidia has almost monopolized the hottest AI GPU market as the largest beneficiary of the ongoing global generative boom sparked by ChatGPT, which will significantly benefit its manufacturing...
Friday 26 May 2023
AWS discusses data center conditions; emphasizes water saving and low energy consumption
Amazon Web Services (AWS) stated that when considering whether or not to build a data center at a certain site, they would evaluate conditions such as local client demand, networking...
Friday 26 May 2023
BCG sees the world at the brink of an AI industrial revolution, even disrupting chip design
The Boston Consulting Group (BCG)'s recent announcement of a strategic collaboration with Intel to deliver "enterprise-grade, secure AI" is an example of how industry leaders have...
Friday 26 May 2023
Inventory situation to normalize by year-end, says IPC maker Advantech
Industrial computer (IPC) and solution provider Advantech believes inventory levels will return to normal by the end of this year.
Friday 26 May 2023
AI chip boom to drive TSMC revenue growth in 2023
A boost in demand for AI chips may help TSMC sustain its annual revenue increase this year, according to market observers.
Friday 26 May 2023
Nvidia rush orders lifting TSMC 5nm fab utilization
An influx of Nvidia orders requiring super hot runs (SHR) have shored up capacity utilization rates for TSMC's 5nm process platform to almost full, according to industry sources.
Thursday 25 May 2023
LLMs to pave way for direct human interaction to enter into home-use robot market, says DIGITIMES Research
The methods for humans to interact with and operate robots are gradually being simplified and the keen development of large language models (LLM) is expected to drive up the popularization...
Thursday 25 May 2023
Nvidia expects strong 2Q23 performance thanks to surging AI demand
Despite the sharp fall in consumer-related business, thanks to the AI hype, Nvidia reported strong sequential growth in its data center business and is highly optimistic about the...
Thursday 25 May 2023
EU carbon tariff presents lucrative expansion prospects for cloud infrastructure providers
The Taiwan-based cloud infrastructure provider eCloudvalley Digital Technology has revealed its strategic roadmap, aiming to further expand its global presence. The firm plans to...
Thursday 25 May 2023
AI server boom to stimulate cooling fan demand
AI server cooling fans use more electricity than conventional fans and have higher average selling prices, enabling new growth opportunities for cooling fan suppliers, according to...
Wednesday 24 May 2023
Intel and Microsoft collaborate to advance AI for Windows 11 PCs
Intel has announced that it is working with Microsoft to drive the development of artificial intelligence (AI) on personal computing (PC).
Wednesday 24 May 2023
Quit the geopolitical conspiracy theory on Oppo's chip design flop
Chinese smartphone maker Oppo disbanded its chip design house Zeku in May, stimulating commentary on Zeku being the latest victim of the US-China chip war among the media in China...