CONNECT WITH US
LED lighting
Sponsored
NEWS TAGGED MICROSOFT
Thursday 2 November 2023
AMD: MI300 can co-exist with ASICs, GPUs in the AI chip market
AMD's MI300 can co-exist with ASICs and GPU solutions in the AI chip market, CEO Lisa Su has said recently, stressing that its latest AI chip is very powerful and gaining market traction...
Monday 30 October 2023
Microsoft: AI is seeing Edison Moment, needs infrastructure upgrade
Microsoft's top executives have heralded the present era as the "Edison moment for AI" during their high-profile appearance at the annual summit of the Taiwan Semiconductor Industry...
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Wednesday 25 October 2023
Microsoft sees growth across the board fueld by AI and stabilizing PC market
Microsoft achieved its most robust sales growth in the past six quarters, driven by the resurgence of cloud computing, the increasing demand for new artificial intelligence products,...
Monday 23 October 2023
Realtek cautious about 4Q23 prospects
Realtek Semiconductor remains cautious about its sales prospects for the fourth quarter of 2023, as unfavorable macro conditions continue to weigh on end-market demand, according...
Thursday 19 October 2023
PC demand picking up, says Acer chairman
PC demand is rebounding, but the supply chain should remain cautious about the possibility of black swan events, according to Acer chairman and CEO Jason Chen.
Tuesday 17 October 2023
Samsung, SK Hynix keen on CXL DRAM development to unlock new opportunities beyond HBM
In the rapidly evolving semiconductor industry, the emergence of CXL (Compute Express Link) as an interconnect specification has captured the spotlight. Samsung Electronics and SK...
Tuesday 17 October 2023
Microsoft ignites new competition in gaming industry with leaks on competitors and acquisition of Activision Blizzard
From the perspective of the component and end-device market, 2023 has not been a very good year for the tech industry, However, for software giant Microsoft, the emergence of AI has...
Friday 13 October 2023
Generative AI to drive silicon photonics CPO penetration in next-gen data center solutions
Generative AI has driven the demand for high-performance computing (HPC) and high-speed transmission, which in turn is adding development momentum to silicon photonics optical communication...
Wednesday 27 September 2023
Generative AI scale to double in 3 years, says expert Andrew Ng
The scale of generative AI is estimated to double in three years, but its widespread adoption must still rely on developers creating more customized applications, according to Andrew...
Thursday 21 September 2023
AI bubble? Speculation arises about Microsoft cutting AI chip orders
Speculation has emerged that Microsoft has scaled down its orders for Nvidia's H100 AI chips, which some industry sources believe could help other companies get their hands on more...
Friday 8 September 2023
ODMs see general-purpose server demand remain sluggish
General-purpose server demand remains sluggish despite strong demand for AI servers, according to sources at ODMs.
Thursday 7 September 2023
AI may revive PCs
AI may be the catalyst for PC resurgence and return Microsoft to a key position to lead PC growth, according to sources at notebook ODMs.
Friday 25 August 2023
IC design houses to see PC replacement drive demand in 2024
Taiwan-based IC design houses are optimistic about demand from a new surge of PC replacements anticipated for 2024, driven by replacements for PCs bought during the pandemic and Microsoft's...
Tuesday 22 August 2023
Advanced packaging capacity to surge 30–40% in 2024, says TrendForce
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Veeam Software
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research