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.
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.
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.
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.
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.
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.
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."
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.
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.
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.
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.
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.
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.
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."
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.
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).
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.
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.
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.
