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Wednesday 1 November 2023
Naver, Intel team up to replace Nvidia GPUs with CPUs for AI inference
Naver, a well-known South Korean AI company, has reportedly teamed up with Intel to develop solutions that can replace Nvidia's AI accelerators, which are essential components for...
Wednesday 1 November 2023
M3-powered Mac products may hint at Apple's entry into AI PC field
Apple has unveiled its latest Mac products powered by self-developed M3 series processors manufactured with TSMC's 3nm node. While Apple did not say specifically the new offerings...
Tuesday 31 October 2023
CPU companies pushing into PC industry for AI opportunity
With AI expected to drive future growth in the PC industry, chip companies such as Advanced Micro Devices (AMD), Samsung Electronics, Nvidia, MediaTek, and Apple are all gearing up...
Monday 30 October 2023
AI PC, AI phone market competition to heat up as Qualcomm, Apple, MediaTek unveil new chips solutions
Qualcomm's Snapdragon Summit 2023 has ignited a new round of competition in the AI PC and AI smartphone markets, with major competitors Apple and MediaTek set to unveil their new...
Monday 30 October 2023
Intel CEO: Will work with BIS on export control but believes it will have 'plenty of opportunity in China'
The Biden Administration surprised the market by accelerating the implementation of the AI chip ban. Besides Nvidia, which in an SEC filing said that the new US export restrictions...
Friday 27 October 2023
Intel expects 4Q23 revenue to return to on-year growth
Intel is optimistic that for the first time in two years, fourth-quarter 2023 revenue will return to positive year-over-year growth, and that the PC market, which accounts for the...
Friday 27 October 2023
Samsung plans to increase GAA lead with 1.4nm mass production in 2027
It's reported that Samsung Electronics is looking to widen its lead in Gate-All-Around (GAA) platform. The plan is to increase the number of nanosheets from three to four starting...
Thursday 26 October 2023
HPC chip suppliers expected to see sales grow in 2H23, says DIGITIMES Research
The three primary high-performance computing (HPC) chip suppliers, Intel, AMD, and Nvidia, will likely see their sales strengthen quarter by quarter in the second half of 2023, buoyed...
Thursday 26 October 2023
Qualcomm eyeing bigger presence in PC processor market
Qualcomm has launched the Snapdragon X Elite platform equipped with the Qualcomm Oryon CPU for PCs, positioning itself to compete in the Arm PC processor category.
Wednesday 25 October 2023
AI to boost terminal device replacement
AI will drive demand for PC, handset, and other terminal device replacements, according to sources at chipmakers.
Tuesday 24 October 2023
Chinese SiC players rising rapidly, likely to change global market landscape
In the near future, Chinese players in the silicon carbide (SiC) sector will have the opportunity to break the current shortage of mainstream 6-inch wafers and usher in a new landscape...
Tuesday 24 October 2023
Nvidia to challenge Intel with Arm-based processors for PCs
Nvidia Corp. is using Arm Holdings Plc technology to develop chips that would challenge Intel Corp. processors in personal computers, ratcheting up competition between the two semiconductor...
Tuesday 24 October 2023
Intel CEO to attend company forum in Taiwan
Following Nvidia CEO Jensen Huang's recent visit to Taiwan, Intel CEO Pat Gelsinger will visit the country for the second time in six months, according to sources familiar with the...
Monday 23 October 2023
US chip ban on China believed to see diminishing marginal effects
The tightened chip trade ban newly imposed by the US has cast a substantial shadow over major Chinese AI chip makers, potentially blocking their access to advanced chip manufacturing...
Thursday 19 October 2023
China's AI industry grapples with mixed prospects amid escalated US chip controls
With the Biden administration's heightened export controls on semiconductor chips to China, the Chinese AI industry finds itself in a mixed picture of some rejoicing and others facing...