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NEWS TAGGED AI CHIPS
Monday 28 August 2023
Samsung and SK Hynix hitch ride with AI semiconductors as Nvidia's performance soar
Seeing Nvidia's excellent revenue performance in the second quarter of 2023 and the reported plan to expand the production of AI chips like H100, South Korean memory makers like Samsung...
Friday 25 August 2023
ASE, KYEC brace for revenue decreases in 2023
OSATs ASE Technology and King Yuan Electronics (KYEC), both of which reportedly are in the supply chain for Nvidia's AI chips, are likely to experience revenue declines in 2023 despite...
Wednesday 23 August 2023
ZTE to develop AI servers and AI Chips for servicing computing power
Since the first half of 2023, ZTE has been signaling an aggressive transformation as a company offering computing services.
Wednesday 23 August 2023
Chinese startup Momenta reportedly recruits Oppo's disbanded chip design team to develop sef-driving ICs
China's autonomous driving startup Momenta reportedly has recruited the Oppo-disbanded Zeku chip design team to support its in-house chip development, and has also partnered with...
Tuesday 22 August 2023
Japanese semiconductor equipment firms invest in future growth related to AI
According to Dempa and Nikkei reports, most semiconductor equipment-related vendors' April to June results declined from a year ago. However, those vendors remain...
Monday 21 August 2023
UK is in talks with tech giants on AI chips, Telegraph reports
UK government officials have held discussions with tech giants Nvidia Corp., Advanced Micro Devices Inc. and Intel Corp. about procuring equipment for national artificial intelligence...
Thursday 17 August 2023
Quanta sees AI as future growth driver
Quanta Computer expects its future operation and profitability to be majorly driven by the AI business and in addition to servers and automotive AI chips, the company has also been...
Tuesday 15 August 2023
Heterogeneous integration for automotive AI chips reportedly driving IC analysis demand
AI chips reportedly being developed by Tesla using heterogeneous integration are driving up demand for IC verification analysis services, according to industry sources.
Monday 14 August 2023
Asus to compete for AI servers; not concerned about GPU shortage
Compared to the impressive performance of its gaming notebooks and boards, Asus's server business tends to not receive much attention from the market with a revenue share in the low...
Tuesday 8 August 2023
Server ODMs see bleak prospects for general-purpose server shipments in 2H23
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
Tuesday 8 August 2023
Backend houses to see output for new AMD AI chips ramp up in 2024
Backend houses will see their output for AMD's new AI chips increase significantly in 2024, according to industry sources.
Friday 4 August 2023
AMD's Lisa Su: AI production capacity has received sufficient assurance
AMD CEO Lisa Su's Asia tour in July to secure its supply chain became the focal point for analysts during the company's 2Q23 financial earnings call. In particular, discussions on...
Friday 28 July 2023
With fragmented development, China's AI chips face rough road ahead
China's AI chip corporations are facing a golden development opportunity, with pulling power from the domestic demand market and pushing power from the Biden Administration's export...
Friday 28 July 2023
Analysis lab iST eyes record profit in 2024 amid strong AI chip demand
Analysis and verification lab Integrated Service Technology (iST) is optimistic about its business in 2023 and 2024. The company could possibly record profits next year, thanks to...
Thursday 20 July 2023
Cloud service providers perceive AMD's AI chip as alternative to Nvidia, say sources
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...