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NEWS TAGGED AI GPU
Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Wednesday 8 November 2023
Huawei starts to encroach on Nvidia market share in China
As US export control pressure on advanced AI chips mounts, Chinese Large-Language Model (LLM) operators start to turn to domestic options to secure hardware supplies. Huawei, as expected,...
Wednesday 1 November 2023
Naver, Intel team up to replace Nvidia GPUs with CPUs for AI inference
Naver, a well-known South Korean AI company, has reportedly teamed up with Intel to develop solutions that can replace Nvidia's AI accelerators, which are essential components for...
Monday 30 October 2023
TSMC CoWoS capacity crucial to the AI GPU race between AMD and Nvidia
The ban on exports to China has been upgraded, not only expanding the range of AI chip specifications but also not giving Chinese companies time to stock up. It is worth noting that...
Wednesday 25 October 2023
Andrew Ng: GPU procurements need to be converted into revenue
AI expert Andrew Ng visited Taiwan at the end of September for a 4-day trip. Before leaving, he sat down for an interview with DIGITIMES and discussed his views on US tech giants,...
Thursday 19 October 2023
New Chinese firms placed on the Entity List, but US semiconductor players are not happy about it
In a new wave of updated semiconductor regulations, Chinese GPU companies Shanghai Biren Intelligent Technology and Moore Threads Technology are added to the Entity List, which will...
Wednesday 18 October 2023
How Taiwan's server and chip suppliers perceive the new round of AI GPU restrictions
The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...
Friday 6 October 2023
DIGITIMES Research highlights the market currents of AI servers and bottlenecks within the supply chain
Recent news reports suggest that the generative AI trend may be losing momentum, and Microsoft has initiated a reduction in its orders for Nvidia's H100 AI chips. However, rather...
Friday 22 September 2023
AI GPU demand remains strong, says AWS
AI GPU demand remains strong and the chip shortage has yet to have a significant impact on Amazon Web Services (AWS), according to Robert Wang, managing director of AWS in Taiwan...
Monday 11 September 2023
3D chiplets to steer the next advanced packaging trend
Advanced packaging and testing have become the hottest topics in the semiconductor industry in 2023, with TSMC's CoWoS packaging technology experiencing extremely high demand due...
Monday 28 August 2023
Tools selling well in advance of AI gold rush: Why Nvidia's H100 is worth so much
If there's one company and one person that has garnered the attention of the entire tech sector in 2023, it's undoubtedly Nvidia and its CEO Jensen Huang. Back in February, Huang...
Monday 28 August 2023
Chinese companies see computing power and storage challenges in AI competition
The rising AI trend is heating up the competition between major computing companies, while Chinese companies, in particular, also have to face various challenges. In addition to the...
Friday 25 August 2023
Arm hopes to rely on AI for its IPO
British IP giant Arm recently made the big move of submitting an IPO application. However, the previously rumored high-profile anchor investors such as Apple, Intel, Nvidia, Amazon,...
Friday 25 August 2023
Few Taiwanese IC design firms currently benefit from cloud AI trend
Only a few Taiwanese IC design firms are reaping the benefits from the current cloud AI trend driven by the rise of generative AI, according to industry sources.
Tuesday 22 August 2023
Is AI server bandwagon loaded with hitchhikers?
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...