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Thursday 29 June 2023
HBM memory demand to boom
Due to the bandwidth limitations of DDR SDRAM in high-speed computation, high bandwidth memory (HBM) is rapidly gaining popularity as a means to circumvent memory transmission speed...
Thursday 29 June 2023
Samsung, SK Hynix to score positive results in 2H23 from memory output cuts
Samsung Electronics and SK Hynix are expected to see their memory production cuts significantly generate positive results in the second half of 2023, after experiencing a slowdown...
Wednesday 28 June 2023
US to consider additional sanctions on AI chip exports to China

With the rise of generative AI applications like ChatGPT and AI's increasing importance, the US is considering additional sanctions on exports...

Tuesday 27 June 2023
Baidu claims its Ernie Bot now beats ChatGPT on key measures
Baidu Inc.'s ChatGPT-style service has outperformed OpenAI's seminal product on several measures, China's search leader said on Tuesday.
Tuesday 27 June 2023
The next battlefield of the US-China tech war: generative AI
From semiconductors to AI, what industry will the Biden Administration target next for its technology export restrictions on China?
Tuesday 27 June 2023
ChatGPT and Vision Pro come together to bring PCs to new era
The widespread popularity of ChatGPT has turned almost all of the world's attention to AI. Even Apple, which has typically been at the forefront of tech trends, was unable to shift...
Monday 19 June 2023
How productization elevated GPT to ChatGPT: the evolution of language models
ChatGPT, the chatbot that uses the GPT language model developed by OpenAI, has become the fastest-growing consumer application in history, according to a UBS study. Since its release...
Monday 19 June 2023
Datacenter server shipments to decline on two conflicting forces
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
Thursday 15 June 2023
AI business opportunities go beyond servers
The emergence of ChatGPT has made generative AI a focal point of the market. However, when people are still focused on the computing power providers behind generative AI, namely AI...
Wednesday 14 June 2023
Delta gearing up for AI server boom
ChatGPT sparked market growth and refocused attention on AI servers and related components, including power supply and cooling solutions. Delta Electronics, which has been engaged...
Tuesday 13 June 2023
Inventec is the only Taiwanese company in OpenAI supply chain
Given that Inventec is the sole provider of motherboards for ChatGPT servers, the company's 2019 investment in server systems integrator (SI) ZT has become the primary driver for...
Monday 12 June 2023
TSMC on track to double CoWoS capacity for AI GPU/HPC chips
With its crucial CoWoS (chip on wafer on substrate) backend technology in high demand for AI GPU chips, TSMC's long-established "one-stop-shop" advantage for advanced chips manufacturing...
Wednesday 7 June 2023
Advent of new AI era can't be taken lightly
Microsoft invited 12 global media outlets to its headquarters in May 2023 for a two-day visit, with the itinerary focusing on topics related to artificial intelligence (AI), from...
Monday 5 June 2023
More than just a chip: Q&A wth Nvidia CEO Jensen Huang
"We are at the beginning of a new computing era: accelerated computing and generative AI," said Nvidia CEO Jensen Huang in a press Q&A at Computex 2023. Huang discussed Nvidia's...
Thursday 1 June 2023
The world is evolving faster than we imagined
ChatGPT has swept across the world with roaring momentum, accumulating a million users in just five days. For comparison, Facebook and Netflix took 10 months and 41 months respectively...