Sony's semiconductor business division, primarily focused on CMOS Image Sensors (CIS), plans to reduce its equipment investment amount in the next three fiscal years from 2024 to 2026 (April 2024 to March 2027) by about 30% compared to the previous three-year mid-term plan.
Qisda is expanding its plans for AI and robots, with chairman Peter Chen noting that the tide has come at just the right time since new talent in Taiwan has been increasingly leaning toward the semiconductor industry. With AI industry leaders converging at Computex 2024, Chen is pleased to see Taiwan grabbing the spotlight attention in addition to its success in the semiconductor industry.
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally have a chance to flex their muscles.
The robotics industry is on the cusp of significant transformation, driven by two major trends: human-robot collaboration and the emergence of humanoid robots. Once thought to be a decade away, humanoid robots could now become a reality within the next three to five years, according to industry experts.
Nvidia's GB200 Superchips are about to be shipped. Liteon Technology has sent its AI server liquid cooling solution specifically designed for Nvidia GB200's 19-inch OCP racks for testing and certifying. The company estimates that the liquid cooling system may start contributing revenues in 2024.
Computex 2024 is set to be the leading showcase for the latest advancements in AI technology, as the field continues to heat up with Nvidia's next-gen GB200 chip scheduled to launch in the second half of 2024.
Foxlink Group has announced an investment of NT$2 billion (US$62 million) in an AI computing center in Tucheng, New Taipei City, in a bid to position Taiwan as a leader in the upcoming AI revolution.
Liquid cooling technology is projected to double the cooling market's compound annual growth rate (CAGR) by 2025. However, the substantial capital and sophisticated technology required will likely lead to the first wave of eliminations in the cooling industry, according to Lin Yu-shen, chairman of Taiwan's thermal solutions provider Auras Technology.
Apple's first OLED-screen tablet, the iPad Pro, reportedly has a shipment target of over 9 million units. This is noteworthy given the recent downturn in the overall IT device market.
Benefiting from the global surge in AI chip adoption, Nvidia's net profit for the first quarter of the fiscal year 2025 (ending April 28, 2024) soared to US$14.9 billion, an increase of over six times year-on-year. Nvidia CEO Jensen Huang stated that NVIDIA will design a new AI chip every year instead of every two years.
In a bold display of military might, China initiated extensive drills encircling Taiwan on May 23, a clear signal to the newly inaugurated Taiwanese president, Lai Ching-te. The exercises, involving China's army, navy, air force, and rocket force, were described as a rehearsal for sea and air patrols, battlefield control, and precision strikes.
Cheng-wen Wu, Minister of the National Science and Technology Council (NSTC), said that Taiwan would be happy to share and transfer the experience of science park management to other friendly countries. However, Wu stressed the importance of reciprocity for mutual prosperity.
In the ever-evolving landscape of Artificial Intelligence (AI) integration, Canada-based startup Applied Brain Research (ABR) develops technology that mimics how the brain processes information efficiently.
IEEE INEC, which stands for IEEE International Nanoelectronics Conference, was initiated in 2006 when the field of nanoelectronics was emerging and will host its 2025 conference in Taipei on Jan 3-6.
In the vast and intricate realm of the energy sector, where reliability and efficiency are paramount, Canadian startup Power HV emerges as a notable player with its innovative approach to transformer monitoring. Founded and led by Sizwe Dhlamini, the company is making strides in reshaping how utilities manage their electrical grids through advanced condition monitoring solutions.
Microsoft has announced the first wave of its Copilot+ PCs, which includes products from five brand-name partners along with the company's own Surface line, all equipped with Qualcomm processors.
Sony's semiconductor business, namely the Imaging & Sensing Solutions Segment primarily driven by CMOS Image Sensors (CIS), is expected to experience significant growth in the fiscal year 2024 despite a decline in operating profits in the fiscal year 2023 (April 2023 to March 2024).
Just over two months after announcing that they are jointly developing an extended reality (XR) headset device, it has been reported that the partnership between Meta and LG has fallen through.
In the upcoming wave of the AI PC boom, many believe that the biggest winners will be the processor vendors. In addition to Intel and AMD, companies from the Arm camp such as Qualcomm and Apple are acting fast eyeing AI opportunities.
The server supply chain is gearing up for Computex Taipei in June, with key players such as Quanta, Wiwynn, Foxconn, Inventec, Compal, and Supermicro all exhibiting their latest AI server solutions. Industry watchers will be paying keen attention to three aspects in particular: liquid cooling systems, power supplies, and cabinet designs.
China- and Taiwan-based memory module houses have been actively stockpiling in anticipation of a sustained increase in chip prices, according to industry sources. The majority of them had inventory turnover days of six to eight months at the end of the first quarter.
Apple recently announced its latest iPad products. In particular, the iPad Pro upgraded to OLED panels and featured the M4 chip, making it arguably the best iPad in recent years. As media reviews for the iPad Pro started to be published, it's easy to notice a consensus: the hardware is truly impressive, but the software leaves a lot to be desired.
Google announced the launch of the sixth generation TPU called Trillium, boasting 4.7 times the computing power of TPU v5e and a doubling of High Bandwidth Memory (HBM) performance, all while reducing energy consumption. Cloud customers can access it later in 2024, with an emphasis on utilizing liquid cooling technology.
