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Monday 27 May 2024
Nvidia's new AI chip pace down to one year; Blackwell's successor already on its way
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...
Thursday 23 May 2024
Applied Brain Research brings brain-inspired AI to the edge
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...
Wednesday 22 May 2024
Generative AI at reasonable prices: Tenstorrent's strategy according to Chief CPU Architect Wei-han Lien
With Generative AI and other High-Performance Computing (HPC) demands surging, the costs for AI hardware, infrastructure, and energy consumption are also on the rise. Many companies...
Wednesday 15 May 2024
Broadcom's AI chip revenue to more than double in 2024 despite China market challenges
Broadcom anticipates that AI chip revenue will contribute 35% to its semiconductor revenue in 2024, up sharply from 15% in 2023. The AI revenue for the year is estimated to soar past...
Monday 13 May 2024
TSMC places rush orders for CoWoS-related fab tools to meet global AI demand
The explosive growth in Generative AI (GenAI) business opportunities spurred by ChatGPT drives the demand for hardware and software related to the GenAI supply chain. TSMC, the sole...
Wednesday 8 May 2024
SoftBank is said in talks to buy troubled AI chip firm Graphcore
SoftBank Group Corp. is in talks to acquire Graphcore Ltd., a struggling British semiconductor startup once valued at $2.8 billion, according to people familiar with the deals.
Tuesday 7 May 2024
Apple reported developing in-house AI chip for data centers
According to sources cited by the Wall Street Journal (WSJ), Apple is said to be working on a chip designed specifically for running artificial intelligence software on data...
Friday 3 May 2024
What made AMD give a conservative projection for its 2024 outlook?
AMD challenges Nvidia's dominance in the AI market with its Instinct MI300 accelerator which has been well-received by the market. However, since Nvidia's next-generation Blackwell...
Friday 3 May 2024
Japan takes ambitious action on advanced packaging technology to capture Chiplet and AI chip opportunities
The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly...
Thursday 2 May 2024
AMD slides after AI chip forecast misses lofty estimates
Advanced Micro Devices Inc. shares declined as much as 8.1% after the chipmaker gave a disappointing forecast for artificial intelligence processors, a lucrative market now dominated...
Thursday 2 May 2024
PSMC Tongluo fab receives interposer order to fulfill AI demand
PSMC, a Taiwan-based semiconductor foundry service provider, inaugurates its first 12-inch wafer fab in Miaoli, Taiwan on May 2. At the ceremony venue, PSMC chairman Frank Huang said...
Thursday 2 May 2024
In-house AI chip R&D of US, China major CSPs

Introduction

Monday 29 April 2024
US probe into China's RISC-V role casts shadow on Samsung's AI chip ambitions and foundry biz expansion
Samsung Electronics has been actively promoting the open-source instruction set architecture, RISC-V, as a crucial technology for developing next-generation AI chips. However, the...
Tuesday 23 April 2024
Himax expects edge AI chip sales to climb
Taiwanese Display Driver IC (DDI) manufacturer Himax Technologies expects the proportion of revenue from its WiseEye series of edge AI chips to climb to more than 10% in 3-5 years.
Friday 19 April 2024
Beat Nvidia with RISC-V? Samsung expands its AI chip unit in Silicon Valley
Samsung Electronics is reportedly expanding its artificial intelligence (AI) chip design research organization in Silicon Valley to challenge Nvidia, the current leader in the AI...
Research Report Database
Summary of Tech Supply Chain News!
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