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Friday 23 February 2024
As Nvidia's downgraded AI chips go unwanted in China, who is the biggest beneficiary?
Recently, DIGITIMES has had several reports and comments regarding Nvidia's launch of the 2-gen downgraded AI chip H20 designed exclusively for China, but a lack of interest from...
Friday 23 February 2024
Major Chinese CSPs to participate in upcoming Nvidia event
Nvidia will hold a special China AI Day for the Chinese market at its GTC conference in March, inviting cloud computing and large language models (LLM) leaders from Baidu, Alibaba...
Thursday 22 February 2024
Nvidia's FY2025 revenue likely to exceed US$100 billion as AI boosts growth
With the surge in demand for generative AI training over the past few quarters, Nvidia's performance has shown a significant leap, benefiting various supply chain players and emerging...
Thursday 22 February 2024
Nvidia surges after company proclaims AI has hit 'tipping point'
Nvidia Corp. surged in late trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world's most valuable chipm...
Thursday 22 February 2024
Unimicron poised to regain ABF substrate shipment growth amid AI chip boom
Following a significant drop in sales of BT substrates and midrange ABF substrates in 2023 amid sluggish post-pandemic consumer electronics demand, Taiwan's Unimicron Technology is...
Thursday 22 February 2024
Nvidia reports 580% growth in profits, becomes the second-largest chip firm after TSMC
Nvidia, an indicator and beneficiary of the generative AI trend, achieved remarkable performance with a surge in sales and profits, boasting over 200-800% growth rates. Nvidia has...
Wednesday 21 February 2024
Tech giants reshuffle amid AI surge: insights from former Microsoft Research Asia VP
The tech industry's resurgence and restructuring driven by the AI wave have led to a reshuffling of market value rankings among major players like Microsoft, Apple, Nvidia, and Google,...
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
Sayonara Nvidia: The Japanese AI unicorn taking on titans
The CEO of the Japanese AI startup success story, Preferred Networks (PFN), said Nvidia is the company's main rival.
Tuesday 20 February 2024
Arm, OpenAI, and Softbank showing interest in buying Graphcore
British AI chip startup Graphcore is rumored to be for sale, with the asking price estimated at US$500 million. Arm, SoftBank, and OpenAI are said to be among potential buyers.
Monday 19 February 2024
Weekly news roundup: Nvidia's likely expansion to ASIC service and other top stories
These are the most-read DIGITIMES Asia stories from February 15-18:
Friday 16 February 2024
SK Hynix reportedly plans AI chip alliance with TSMC
SK Hynix is rumored to be establishing an Artificial Intelligence (AI) semiconductor alliance with TSMC, investing in the development of next-generation high-bandwidth memory (HBM)...
Friday 16 February 2024
Nvidia is reportedly considering ASIC services
Nvidia is reportedly considering offering ASIC services, a development that could potentially affect Broadcom and Marvell, among others, according to industry sources in Taiwan.
Thursday 15 February 2024
TSMC gains US$42 Billion to pass Visa as investors bet on AI boom
Taiwan Semiconductor Manufacturing Co. gained about US$42 billion in market value after investors bet the chipmaker to Nvidia Corp. and Apple Inc. will become one of the biggest winners...
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.