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Friday 22 November 2024
Taiwan evaluates potential impact of Trump's proposed China trade status revocation
President-elect Donald Trump has announced his plan to name Howard Lutnick, a prominent China critic, as Secretary of Commerce. Lutnick will oversee the management of US tariffs and...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Thursday 21 November 2024
Xi highlights AI risks, warns against US-China decoupling
At the 2024 World Internet Conference (WIC), Chinese President Xi Jinping emphasized that while AI empowers humanity to better understand and reshape the world, it also presents unpredictable...
Thursday 21 November 2024
Government subsidies drive 4Q24 TV sales with risks of overdrawing future demand
The newest round of subsidies for trade-in programs made by China's government targeting TVs and consumer electronics has effectively boosted LCD TV demand in the fourth quarter,...
Thursday 21 November 2024
SSD sales to outperform DRAM module sales in 2024
SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales...
Thursday 21 November 2024
Taiwan govt to leverage semiconductor and AI advantages for US tariff exemption talks
President-elect Donald Trump's proposed 10–20% tariff on all US imports, including those from Japan, South Korea, and Taiwan, has prompted Taiwan's government to prepare negotiations...
Thursday 21 November 2024
China PC sales expected to slump in 1Q25 after trade-in rush
The Chinese PC market is expected to experience particularly weak sales during the first quarter of 2025, following a surge in replacement demand driven by government trade-in subsidies,...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Thursday 21 November 2024
China's influence wanes in global supercomputing rankings amid US restrictions
China's presence in the world of supercomputing has diminished significantly, according to the latest Top500 list. The number of Chinese systems on the prestigious ranking dropped...
Wednesday 20 November 2024
Indian antitrust regulator fines Meta for anti-competitive practices
The Competition Commission of India (CCI) imposed a substantial fine of INR2.13 billion (approx. US$25.3 million) on Meta, the parent company of WhatsApp, citing the abuse of its...
Wednesday 20 November 2024
LG Electronics reportedly establishing third plant in India
LG Electronics is reportedly planning to establish a third plant in India, continuing its recent production expansions in the country. The move aligns with the company's potential...