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Wednesday 19 June 2024
Huawei ramping up Kirin chip output for smart wearables
After bearing the brunt of multiple rounds of sanctions in recent years, Huawei is now eyeing a resurgence thanks to the Kirin chips produced by its subsidiary HiSilicon.
Tuesday 18 June 2024
AI-equipped underwater drones helping US Navy scan for threats
The US Navy is boosting its deployment of artificial intelligence that automatically detects targets after successfully testing it on underwater drones, according to defense offici...
Tuesday 18 June 2024
Big tech wants nuclear power but doesn't see role as investor
Big technology companies including Microsoft Corp. and Google are eager to see more nuclear energy feeding their power-hungry data centers but are far less willing to provide the...
Tuesday 18 June 2024
India to see surging compute investments thanks to sovereign AI
India is expected to see surging infrastructure investments from global companies in the AI supply chain, as Microsoft, Amazon, and Nvidia are eyeing the opportunities brought by...
Tuesday 18 June 2024
Global PMX to improve 2H24 operation thanks to new energy vehicles, AI
Taiwan-based automotive power and safety parts manufacturer Global PMX disclosed its plans for EVs, hybrid vehicles, and fuel-cell EVs at a recent shareholders' meeting. The company...
Tuesday 18 June 2024
GDDR7 in growing demand for AI-powered notebooks, memory vendors ready for mass production in 2H24
As AI applications expand to portable devices such as notebooks, demand for the latest generation of graphics memory, GDDR7, is gaining momentum, especially after AI chip leader Nvidia...
Tuesday 18 June 2024
US and India announce initiatives to boost cooperation in semiconductors and AI, aiming to reduce reliance on China
The US and India announced fresh initiatives to enhance cooperation in semiconductors, AI, critical minerals, advanced telecommunications, and defense space, as the US is leading...
Tuesday 18 June 2024
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors...
Tuesday 18 June 2024
Order visibility for HBM memory extended till 1Q26
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
Tuesday 18 June 2024
Automotive, AI servers to drive at least 20% growth for LemTech
LemTech Holdings is projecting growth in both revenue and profit for 2024, driven by its automotive and AI server product lineup.
Tuesday 18 June 2024
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
Tuesday 18 June 2024
Advanced foundry process quotes to rise in 2025
TSMC may launch a new round of price negotiations in the second half of 2024, with advanced foundry quotes expected to rise as early as 2025.
Tuesday 18 June 2024
Foxconn holds key advantages in expanding AI server sales
The AI server industry is set to become the first to benefit from the AI computational arms race, with the recent Computex 2024 serving as an AI server cabinet showground for key...
Tuesday 18 June 2024
MSI and ASRock catch up in the AI server race
Jensen Huang, CEO of NVIDIA, paid a two-week visit to Taiwan at the end of May, hyping up the AI craze all over again.
Tuesday 18 June 2024
Intel invests in Luxshare subsidiary in China
Intel invested in China-based Dongguan Luxshare Technology, a subsidiary of Luxshare Precision, amid deepening Intel-Luxshare ties as demands for high-speed interconnect products...