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Tuesday 19 March 2024
Foxconn, Quanta, and Wistron have high hopes for AI servers
Taiwan-based ODMs and contract device manufacturers including Hon Hai Technology Group (Foxconn), Quanta Computer, and Wistron have high expectations for AI server sales this year.
Wednesday 13 March 2024
What does ZLUDA's comeback mean for the global GPU race?
In the continuously evolving field of GPU, a project called "ZLUDA" has successfully made Nvidia's CUDA compatible with AMD GPUs, thus challenging the exclusivity of Nvidia and providing...
Friday 8 March 2024
Nvidia's latest restrictions on CUDA stirs Chinese AI community
Nvidia has taken further actions targeting the Chinese market to maintain its dominance in the GPU market, attempting to block third-party GPU companies from seamlessly using CUDA...
Thursday 7 March 2024
Nvidia restricts CUDA usage on third-party GPUs, highlighting Chinese reliance on foreign technologies
Nvidia recently warned developers against using its CUDA on non-Nvidia GPUs, a move where the company tries to fend off other competitors. It also highlights another challenge in...
Tuesday 5 March 2024
China tech leaders propose AI policy advice amid mounting pressure on economic growth
For the first time in three decades, the press conference of China's Premier after the "Two Sessions" was scrapped, reflecting unspeakable pressure to face grilling questions regarding...
Tuesday 5 March 2024
Can Huawei fill the gap in the Chinese AI Chip market left by Nividia amid US restrictions?
With Nvidia restricted from exporting high-end artificial intelligence (AI) processors to China, all eyes turn to Huawei to see if it can fill the market gap. While Huawei's latest...
Tuesday 27 February 2024
Micron starts volume production of HBM3E memory for Nvidia GPUs
Micron Technology has begun volume production of its HBM3E memory. Nvidia H200 Tensor Core GPUs, which will begin shipping in the second calendar quarter of 2024, will include Micron's...
Tuesday 27 February 2024
Global server shipment forecast, 2024 and beyond

Introduction

Monday 26 February 2024
SK Hynix reportedly to mass produce HBM3E in March, seizes opportunity to supply Nvidia
SK Hynix is reported to commence mass production of the fifth-generation High Bandwidth Memory (HBM) HBM3E in March 2024, once again leaping ahead of competitors Samsung Electronics...
Monday 26 February 2024
Strong GPU demand sees Taiwan’s uPI Semi shoot for the moon
uPI Semi CEO Daniel Huang is bullish about the company's potential profit margins.
Thursday 22 February 2024
Air cooling solutions for datacenter servers

Introduction

Tuesday 20 February 2024
Softbank's Arm isn't the AI play you think it is
Are AI stocks the new meme stocks? It certainly looks that way from the href="https://www.bloomberg.com/news/articles/2024-02-12/arm-holdings-shares-extend-blistering-rally-in-wake-of-earnings"...
Tuesday 20 February 2024
As 2024 forecasts remain bleak, notebook industry pins hope for 2025
After seeing less-than-stellar results in the traditional peak season in 2022, followed by an even bleaker off-peak season in 2023, the notebook supply chain is afraid of a repeat...
Thursday 15 February 2024
The roast of Sam Altman: Nvidia CEO Jensen Huang's trillion dollar burn
Jensen Huang has thrown shade on Sam Altman's semiconductor ambitions.
Wednesday 7 February 2024
AMD to bet on AI PCs, said AMD president Victor Peng
With the AI competition heating up, US chip giant AMD is betting on AI PCs and diving head-on into a race with Nvidia and Intel.
Veeam Software
Summary of Tech Supply Chain News!
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales
Server air cooling turning to 3D VC solutions for better efficiency, says DIGITIMES Research