CONNECT WITH US
Monday 3 June 2024
Microsoft makes US$3.2 billion AI bet on Swedish data centers
Microsoft Corp plans to invest $3.2 billion in artificial intelligence and cloud facilities in Sweden, its largest-ever infrastructure bet in the Nordic country drawing on the region's rich supply of green energy.
Monday 3 June 2024
MediaTek announces new products for Computex, with Chromebook and new TV platform leading the way
MediaTek vice chairman & CEO Rick Tsai is set to discuss how MediaTek is driving the ubiquitous AI era during Computex 2024. Additionally, MediaTek will unveil two new chipsets: the Kompanio for high-end Chromebooks and the Pentonic 800 for 4K high-end smart TVs and displays. They will offer superior performance and AI computing capabilities in different application domains.
Monday 3 June 2024
Foxconn AI server revenue set to surge 40% in 2024, top NT$1 trillion in 2025
Foxconn Technology is set to experience a robust 40% growth in AI server revenue for 2024.
Monday 3 June 2024
AMD intros new Instinct, Ryzen, and EPYC processors for data centers and PCs
Lisa Su, CEO of AMD, unveiled today (June 3) at the Computex 2024 opening keynote address new leadership CPU, NPU, and GPU architectures that will enable end-to-end AI infrastructure spanning from the data center to PCs.
Monday 3 June 2024
Mass exodus of AI leaders from Chinese tech giants spurs new AI unicorns striving to be China's OpenAI
Chinese tech giants are experiencing a wave of departures among their AI experts.
Monday 3 June 2024
Driven by AI, Foxconn looks to set new sales record in 2025
Foxconn has held a shareholders' meeting on May 31. Chairman Young Liu expressed optimism about the overall development of the AI market, stating that the revenue from the AI server business will soon surpass the trillion New Taiwan Dollar (NTD) mark. Subsequently, Liu expected that the AI server business will exceed the trillion NTD mark in 2025, which will also drive Foxconn's overall revenue to surpass NT$7 trillion.
Monday 3 June 2024
How is Huawei's Ascend 910B outperforming Nvidia's H20 despite lower specs and higher prices?
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain sources later confirmed to Chinese media that the weak demand and price cuts for the H20 series were indeed true.
Monday 3 June 2024
Huawei's Ascend AI GPU series gaining traction, Nvidia facing uphill battle in China market
While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific H20 AI GPU technology. It is unusually lowering sales prices in the Chinese market to counter increasing rivalry from Chinese players, particularly Huawei, which is reportedly set to launch a new comparable 5nm AI GPU in 2025.
Monday 3 June 2024
Weekly news roundup: Russia to begin production of 350nm chips using self-developed EUV lithography machines in 2024
These are the most-read DIGITIMES Asia stories in the week of May 27 – May 31.
Monday 3 June 2024
PCB maker Unimicron expects to benefit from 5G AI, and HPC in 2H24
Leading Taiwanese PCB manufacturer Unimicron held its shareholders' meeting.
Monday 3 June 2024
Apple's large user base will be biggest advantage for its upcoming AI applications
Apple's WWDC developers conference is set to begin on June 10, and CEO Tim Cook has repeatedly hinted that more AI news will be released at the event. However, with other tech companies already embarked on the journey of generative AI, what Apple "doesn't do" might be more important than what it "does do."
Monday 3 June 2024
Nvidia dominates AI-driven data center processor market, Google rises to third place with custom TPUs
Driven by the generative AI boom, Nvidia has solidified its dominance, capturing over half of the data center processor market. Its market share sits between 58% and 70%, depending on the calculation method used for revenues or shipment volumes.
Monday 3 June 2024
Nvidia's Jensen Huang discloses next-gen Ruben platform and physical AI vision at NTU keynote
Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jensen Huang is determined to flex his muscles to steal the spotlight from competitors by announcing a new platform and AI PC wins ahead of the big event.
Friday 31 May 2024
New economic minister: Stable power supply essential to keep semiconductor and AI sectors in Taiwan
If Taiwan does not have enough power supply, the semiconductor and Artificial Intelligence (AI) industries will not stay in Taiwan, commented Kuo Jyh-Huei, the new minister of economic affairs.
Friday 31 May 2024
Skymizer unveils 'EdgeThought' AI ASIC chip IP, enabling Llama3 and Mistral models at the edge
Skymizer, a prominent Taiwan-based AI system software provider known for its compiler optimization solutions, has announced the release of EdgeThought, its new software-hardware co-design AI ASIC IP.
Friday 31 May 2024
Nvidia CEO engages significant Taiwanese CEOs to promote local AI supply chain
Nvidia CEO Jensen Huang revealed two months ago, at a dinner party for Taiwanese partners in Silicon Valley, that he considers himself Taiwan's ambassador. Taiwan is positioned as a key player in the AI revolution, and all Taiwanese businesses must be prepared to effectively tell the "Taiwan story" to the rest of the world.
Friday 31 May 2024
With Nvidia taking lion's share of market profits, Intel's finances have struggled amidst AI boom
NVIDIA's latest financial report for the first quarter of fiscal year 2025 (February to April 2024) revealed record-breaking revenue for its data center division. Following a record-setting US$18.4 billion revenue in the previous quarter, the data center division in the first quarter of fiscal year 2024 set a new record again with US$22.6 billion in revenue.
Friday 31 May 2024
Zhen Ding prepares for advanced developments, discusses AI server opportunities
Charles Shen, Chairperson of Zhen Ding, the major PCB company, stated that the first half of 2024, as in previous years, is the off-season for operations. However, compared to the lower point in the same period of 2023, there will still be annual growth. Shen emphasized that 2024 is a year of operational recovery for Zhen Ding, and the company will continue to implement its strategy of "aiming global, aiming high."
Friday 31 May 2024
InWin eyes AI server boom with advanced cooling tech
Server system supplier InWin is capitalizing on the surging demand for AI servers, driven by the increasing need for efficient GPU cooling.
Friday 31 May 2024
AI PCs to take off in 2H24, with substantial growth in 2025
Industry leaders continue to voice their optimism for AI PCs, with Acer chairman Jason Chen drawing a comparison with the explosion of the internet in the late 1990s, and Wistron president Jeff Lin saying that AI PCs will gradually take off.
Friday 31 May 2024
OpenAI expands partnerships with accounting firms and news organizations
PricewaterhouseCoopers (PwC) and OpenAI have officially partnered, making PwC OpenAI's largest customer to date. Meanwhile, to mitigate copyright concerns related to training data, OpenAI has partnered with more news organizations, including the Germany-based World Association of News Publishers (WAN-IFRA).
Thursday 30 May 2024
Google to invest US$2 billion in Malaysia, build data center
Google committed to making $2 billion in investments in Malaysia, including developing its first data center and a cloud facility.
Thursday 30 May 2024
Groundhog Technologies eyes growth in Southeast Asia as 5G expands
Groundhog Technologies, an AI software firm specializing in the telecommunications sector, predicts that the primary growth drivers for 2024-2025 will emerge from high-population regions like Southeast Asia, as 5G adoption accelerates in Europe, the US, and various Asian markets.
Thursday 30 May 2024
Skymizer enters chip IP market with ET2 LPU and LLM system platform
AI compilers service provider, Skymizer has announced a strategic pivot by launching the ET2 LPU chip hardware IP and the Skymizer LLM System platform, entering the chip IP solutions market.
Thursday 30 May 2024
Himax announces strategic investment in Obsidian Sensors
Himax Technologies has made a strategic investment in Obsidian Sensors, a thermal imaging sensor maker based in San Diego, according to the Taiwan-based IC design house.
Arm Cortex -M0 series
Summary of Tech Supply Chain News!
Decoding Excellence: ASML's Evolution Towards Leadership and Beyond - GeoWatch
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research