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Monday 29 January 2024
AI chip advancements fuel surge in Japanese semiconductor backend process materials
Amidst the rapid advancement in AI chip development, emerging technologies like chiplets are making semiconductor backend processes more intricate. As a result, the prices and profit...
Thursday 25 January 2024
OpenAI refuses to queue for AI chips; will build its fab faster to get them?
OpenAI CEO Sam Altman's plan to build...
Thursday 25 January 2024
Chinese AI processor developers face challenges
Chinese AI chip developers, including Biren Technology and Cambricon Technologies, are having tough times that could burst the AI bubble in China.
Tuesday 23 January 2024
OpenAI's wishlist: billions, freedom from Nvidia, in-house AI chip production
OpenAI is exploring potential self-development and production.
Tuesday 23 January 2024
Rapidus to focus on specialized AI chips and not compete with TSMC
Rapidus, a Japanese company building a semiconductor factory in Chitose City, Hokkaido, Japan, said the construction progress is going smoothly despite the tight schedule. The company...
Friday 19 January 2024
Backend houses bullish about advanced packaging demand
Long-term prospects are bright for advanced packaging technology, thanks to robust demand for AI and HPC chips, according to sources at backend houses.
Monday 15 January 2024
China mulls great AI chip leap as Nvidia disappoints
Unimpressed by Nvidia's reduced performance GPU chips, Chinese cloud titans Alibaba and Tencent look to homegrown replacements.
Friday 5 January 2024
Memory suppliers eye AI PC boom
Memory suppliers and other supply chain companies are looking to capitalize on the AI PC trend in 2024, according to industry sources.
Thursday 4 January 2024
Kai-Fu Lee predicts overhaul of China's AI industry amid preparation to adopt domestic AI chips
Lee's startup 01.AI reached the US$1 billion unicorn mark last year after receiving investment during its latest funding round from China's Alibaba and Lee's Beijing-based company...
Wednesday 3 January 2024
IC backend firms put focus on AI chips, CPO
Semiconductor demand is improving gradually, with IC packaging and testing houses expressing optimism about market prospects for 2024 and focusing on AI chips and Co-Packaged Optics...
Wednesday 3 January 2024
Nvidia still leads the way for supply chain manufacturers in 2024
After being the focus of 2023, Nvidia will continue to be a pillar behind the PC and server industries in 2024. The company's upcoming product launches at CES 2024 are rumored to...
Tuesday 2 January 2024
With Intel and AMD joining AI chip race, Nvidia takes one step ahead
With the rapid development of generative AI and large language model (LLM) applications, the data center AI chip market size will also leap upward in 2023. While competitors AMD and...
Thursday 28 December 2023
AI chip rivalry heats up: Micron and Intel challenge Samsung, SK Hynix and Nvidia dominance

As the artificial intelligence (AI) chip market gains momentum, major players are strategically exploring new avenues to capitalize on the growing opportunities. Companies...

Thursday 21 December 2023
China customers complain about having to wait 1 year to get Nvidia GPUs
Under the US export restriction of AI chips, Large Language Model (LLM) computing service providers in China noted that they must wait over 1 year to lay their hands on Nvidia's AI...
Tuesday 19 December 2023
AI PCs to boost semiconductor demand but beware China's legacy chip flood
The semiconductor industry went through a year-long correction over the past year. With smartphone and PC inventory correction finally ending, new hopes are emerging on the horizon...