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Tuesday 26 March 2024
Samsung likely to solely supply 12-layer HBM3E to Nvidia as early as September
Reports suggest that Samsung Electronics may soon become the sole supplier of 12-layer HBM products for Nvidia.
Tuesday 26 March 2024
Supply-side resource balancing issues to plague AI server supply chain
Despite Nvidia CEO Jensen Huang's commitment to meeting all customer demands, supply-side resource balancing difficulties will pose challenges for the AI server industry supply chain,...
Monday 25 March 2024
Exclusive: Taiwan supply chain helps Micron to achieve early HBM3E mass production
Support from Taiwan's supply chain was behind US memory IDM Micron's successful mass production of its latest-generation high bandwidth memory (HBM) product – HBM3E –...
Friday 22 March 2024
South Korea targets multi-country talks for chip export controls
South Korea is tapping into a multinational framework to review export controls for sensitive products like semiconductor-related equipment, the country's trade minister said, an...
Friday 22 March 2024
Samsung's AI accelerator reportedly cost one-tenth the price of Nvidia GPU
Samsung Electronics recently announced the launch of its self-developed Artificial Intelligence (AI) accelerator, MACH-1.
Friday 22 March 2024
Nvidia's Quantum Cloud possesses unignorable development potential
Nvidia has introduced a cloud service built upon the CUDA-Q hybrid quantum computing platform, enabling users to conduct software tests for quantum computing.
Thursday 21 March 2024
Geely says no order from government to buy local auto chips
Zhejiang Geely Holding Group Co. President Andy An pushed back against the notion the Chinese government...
Thursday 21 March 2024
Nvidia's Jensen Huang takes diplomatic rain check on Samsung's wafers
Huang showcased his diplomatic flair at Nvida's AI developers' conference.
Thursday 21 March 2024
Nvidia's data center market opportunities can be as much as US$250 billion, says CEO Jensen Huang
CEO Jensen Huang stated that Nvidia does more than just design chips, it's a "data-center-scale" corporation.
Thursday 21 March 2024
Nvidia CEO reiterates solid partnership with TSMC
One key takeaway from the ongoing GTC is that Nvidia's AI empire has taken shape with strong partnerships from TSMC and other Taiwanese makers, such as those major server ODMs.
Wednesday 20 March 2024
Semiconductor system-level integration opens SLT opportunities for Taiwanese EMS providers amid AI boom
While chip design giants like Nvidia, AMD, and Intel prioritize "system-level" integration, all the six major Taiwanese EMS providers – Foxconn, Wistron, Compal, Quanta, Inventec...
Wednesday 20 March 2024
Nvidia's AI collaborations with Taiwan scholars drive clinical innovations
Nvidia, leveraging AI, has collaborated with Taiwan-based academics to develop innovative clinical solutions.
Wednesday 20 March 2024
Generative AI will bring in a decade-long golden age for Taiwanese supply chain, says DIGITIMES VP
DIGITIMES Vice President Eric Huan Huang says despite the potential for AI development to become overinflated, there are significant growth opportunities in the future for AI appli...
Wednesday 20 March 2024
Pegatron, Wiwynn demo AI server solutions at GTC 2024
Taiwan-based Pegatron and Wiwynn are showcasing their modules and other solutions for AI servers at GTC 2024.
Wednesday 20 March 2024
Nvidia's new generative AI-focused car computer gains Chinese EV adoptions
Nvidia founder and CEO Jensen Huang announced on GTC 2024 that many companies have adopted its DRIVE Thor centralized car computer to power fleets, including new energy vehicles,...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research