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Tuesday 23 July 2024
Nvidia reportedly developing China-compliant AI chip, partnering with Inspur
Nvidia is reportedly developing a flagship AI chip specifically for the Chinese market to comply with US restrictions on the export of advanced semiconductors. According to sources,...
Friday 19 July 2024
OpenAI reportedly talks with Broadcom for chip development amid growing GPU-ASIC competition
OpenAI has reportedly engaged in talks with Broadcom to develop chips that could compete with Nvidia for AI chips and HBM supply, according to The Information. This move...
Wednesday 17 July 2024
Room for more than Nvidia: Jim Keller rejects costly HBM, pushes for affordable AI chip designs
Chip guru Jim Keller has expressed confidence that more companies will emerge to fill gaps in the AI market, as even Nvidia cannot meet all the demand.
Tuesday 16 July 2024
Granted one more chance by SoftBank, focus is now on Graphcore's future operational strategy
With the current boom of generative AI, British AI chip unicorn Graphcore should've enjoyed the dividends from AI. Instead, it found itself struggling.
Tuesday 16 July 2024
SK Hynix reportedly partners with Amkor in supplying interposers
Amid the competition among SK Hynix and Samsung Electronics regarding HBMs, SK Hynix reportedly plans to team with Amkor to enter the interposer market to alleviate the interposer...
Monday 15 July 2024
WAIC 2024 participants expect Chinese domestic AI inference chips to flourish
The 2024 World Artificial Intelligence Conference (WAIC) held in early July reflects a deep conviction of participants in the power of change brought by the Large Language Model (LLM)...
Friday 12 July 2024
Samsung scores 2nm PFN orders, as TSMC preps GAA for iPhone 17 launch 2025
Samsung's recent announcement of securing a 2nm chip order from Japan's AI accelerator developer Preferred Networks (PFN) has sparked discussions about the actual production progress...
Thursday 11 July 2024
Chinese AI models show strength and resilience amid US sanctions
Chinese AI companies showcased resilience and innovation at the 2024 World AI Conference (WAIC 2024) amid the US's tightening AI chip export sanctions.
Wednesday 10 July 2024
Alternative to Nvidia: expert highlights gaps in China's domestic AI chip ecosystem
The US government's export ban on Nvidia's high-end AI chips has spurred efforts in China to produce domestic AI chips to meet the burgeoning demand in the country's AI sector.
Monday 8 July 2024
Upcoming TSMC earnings: AI demand, pricing hikes to draw attention
TSMC's quarterly investors conference is scheduled for July 18, with market attention focused on topics such as AI chip demand, the foundry's expected price increase, and capital...
Monday 8 July 2024
Samsung plans to adjust automotive chip business to focus on AI chips
To concentrate more on its AI chip business, Samsung Electronics has reportedly decided to adjust the development pace of its "Exynos Auto" automotive chip project, which has been...
Friday 5 July 2024
Samsung pivots to AI chip development amid major semiconductor division reorganization and talent acquisition drive
Samsung Electronics is reportedly shifting its focus from automotive chip development to AI chips amid plans for significant business reorganization. This strategic pivot comes as...
Thursday 4 July 2024
Speculation arises about Apple developing cloud AI chips
As Apple touts its emphasis on privacy in cloud computing for its upcoming Apple Intelligence, market watchers expect a surge in demand for cloud AI chips since Apple will need to...
Wednesday 3 July 2024
Nvidia's new headache: How to downsize AI dominance amidst antitrust probes
Nvidia's AI market dominance may be significantly challenged by multi-country antitrust investigations.
Friday 28 June 2024
Samsung leads chip market amid surging AI memory demand, but foundry gap with TSMC widens
Samsung Electronics emerged as the leader in the global semiconductor market (excluding foundry) in the first quarter of 2024, capturing an 11% market share by sales value, according...