The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...
Recent news reports suggest that the generative AI trend may be losing momentum, and Microsoft has initiated a reduction in its orders for Nvidia's H100 AI chips. However, rather...
AI GPU demand remains strong and the chip shortage has yet to have a significant impact on Amazon Web Services (AWS), according to Robert Wang, managing director of AWS in Taiwan...
Advanced packaging and testing have become the hottest topics in the semiconductor industry in 2023, with TSMC's CoWoS packaging technology experiencing extremely high demand due...
If there's one company and one person that has garnered the attention of the entire tech sector in 2023, it's undoubtedly Nvidia and its CEO Jensen Huang. Back in February, Huang...
The rising AI trend is heating up the competition between major computing companies, while Chinese companies, in particular, also have to face various challenges. In addition to the...
British IP giant Arm recently made the big move of submitting an IPO application. However, the previously rumored high-profile anchor investors such as Apple, Intel, Nvidia, Amazon,...
Only a few Taiwanese IC design firms are reaping the benefits from the current cloud AI trend driven by the rise of generative AI, according to industry sources.
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
Since ChatGPT ignited a race among competitors to develop their generative AI system in early 2023, the high-computing power demand has pushed up the sales of AI GPUs.
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Recognizing the strategic importance of semiconductor packaging technology, the South Korean government is reportedly initiating a major packaging technology R&D project aimed...
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...
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
