Friday 1 December 2023
Samsung ramps up 2.5D packaging capacity, eyeing Nvidia AI GPU orders
Samsung Electronics is not only investing actively in the R&D and capacity expansion of high-bandwidth memory (HBM) technology, but also looking to broaden its market reach through...
Tuesday 28 November 2023
GPU antitrust to challenge Nvidia
Nvidia should have been prepared for antitrust action concerning AI GPUs, according to sources at motherboard manufacturers.
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Friday 24 November 2023
Supply chain hopes upcoming AMD MI300 GPU can challenge Nvidia's dominance
The supply chain hopes that the forthcoming AMD MI300 GPU can pose some challenge to Nvidia, preventing it from having excessive control in the AI sector, according to industry sou...
Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Tuesday 21 November 2023
Board manufacturers' planning for servers finally paid off as Gigabyte and Asus reap results
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Tuesday 21 November 2023
The future of hardware and software development for artificial intelligence
Reflecting on the history of the computer industry, it all began with a small transistor, evolving into integrated circuits and eventually transforming into powerful CPUs capable...
Tuesday 21 November 2023
Nvidia to see fiscal 3Q24 revenue beat guidance
Nvidia will soon provide financial figures for the third quarter of its fiscal 2024, which concluded in October 2023. According to market sources, the processor vendor's fiscal third-quarter...
Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Monday 13 November 2023
Can Nvidia and Intel's new China-only GPU versions circumvent US government scrutiny?
Despite the heightened chip ban on China imposed by the US in October 2023 making it more difficult for American chipmakers to find ways to evade export controls, recent news reports...
Thursday 9 November 2023
GPU-rich cloud gaming players may become new force in GenAI innovation
Generative AI is rapidly gaining traction, attracting many aspiring entrants into the field. However, the lack of computing resources and the difficulty of data collection pose significant...
Tuesday 7 November 2023
Chinese GPU startup Moore Threads reportedly to cut jobs
The Chinese GPU startup, Moore Threads Technology Co., which was previously added to the Entity List by the US Department of Commerce, has recently sent a letter to all its employees...
Thursday 2 November 2023
Intel's new end-of-year product could face increased pressure with Arm PC competition heating up
As the competition between Apple and Qualcomm in the Arm PC market intensified, the Arm PC camp has seen its momentum rise alongside this rivalry. This has put significant pressure...
Thursday 2 November 2023
AMD: MI300 can co-exist with ASICs, GPUs in the AI chip market
AMD's MI300 can co-exist with ASICs and GPU solutions in the AI chip market, CEO Lisa Su has said recently, stressing that its latest AI chip is very powerful and gaining market traction...
Thursday 2 November 2023
Rebound in HPC chip market for 2H23 anticipated, according to DIGITIMES Research
Despite the semiconductor industry's current downturn, competition in the HPC chip sector remains fierce. According to findings from DIGITIMES Research, the first half of 2023 saw...
Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24