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NEWS TAGGED MICROSOFT
Monday 29 May 2023
Nvidia AI GPU dominance to bolster key supply partners TSMC, Foxconn
Nvidia has almost monopolized the hottest AI GPU market as the largest beneficiary of the ongoing global generative boom sparked by ChatGPT, which will significantly benefit its manufacturing...
Wednesday 24 May 2023
Intel and Microsoft collaborate to advance AI for Windows 11 PCs
Intel has announced that it is working with Microsoft to drive the development of artificial intelligence (AI) on personal computing (PC).
Monday 22 May 2023
From "semiconductors are national power" to "AI is national power"
I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service...
Friday 5 May 2023
Server demand outlook remains promising
According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising.
Tuesday 2 May 2023
Cloud spending grows by over US$10 billion from 2022, says Synergy
New data from Synergy Research Group shows that first-quarter 2023 enterprise spending on cloud infrastructure services exceeded US$63 billion worldwide, up by well over US$10 billion...
Wednesday 29 March 2023
Microsoft Taiwan GM: generative AI is not a bubble
The trend of generative AI has continued to spread, but will this trend run the risk of turning into a bubble, like the previous hot topic of the metaverse? In an interview, Microsoft...
Thursday 23 March 2023
Nvidia to enter 'coopetition' with cloud service providers with DGX Cloud, says TiEA chair
Nvidia can be said dominate the lifeblood of the AI industry, and its newly launched AI supercomputing service DGX Cloud will incur 'coopetition' with leading cloud service providers...
Tuesday 14 March 2023
IC verification labs see demand pick up for system vendors' self-developed chips
The efforts of system device vendors to develop new chips in-house have been stalled since the third quarter of 2022, but they have recently resumed their "acceleration track," according...
Wednesday 8 March 2023
ChatGPT to drive AI CPU upgrades for PCs
As ChatGPT embraces the speech-to-text capability and incorporates Whisper APIs, the semiconductor supply chain and terminal electronics devices associated with speech recognition...
Thursday 2 March 2023
Microsoft reportedly mulls utilizing TSMC CoWoS for AI chip
Microsoft has reportedly approached TSMC and its ecosystem partners about using the foundry's CoWoS packaging for its own AI chip, according to industry sources.
Wednesday 1 March 2023
Askey collaborates with Microsoft to boost industry digital transformation with new cloud-based end-to-end 5G private network solution
Askey, a member of ASUSTek Computer Inc., today announced a collaboration to provide cloud-based end-to-end 5G private network solution that adopts Askey's All-in-One 5G small cell...
Monday 20 February 2023
IC designers see clients advance replenishment orders, benefitting foundries
Many major fabless chipmakers including Novatek Microelectronics, Realtek Semiconductor, Aspeed Technology and Nvidia have seen earlier than expected orders from clients, which, in...
Thursday 2 February 2023
OSATs see promising demand for custom-built chips
Demand for custom-built chips from system vendors remains promising for OSATs that offer high-end backend services, such as ASE Technology (ASEH), Amkor Technology and Powertech Technology...
Thursday 2 February 2023
Chipmakers see top cloud providers scale back orders
Chip orders for servers from top cloud service providers have dropped dramatically, casting a shadow over server demand prospects for 2023, according to industry sources.
Thursday 2 February 2023
Server ODMs cautious about 1Q23
Taiwan-based server ODMs have expressed caution about their sales prospects for the first quarter of 2023, citing significant adjustments in customer orders, according to industry...
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Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research