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Monday 4 December 2023
Taiwanese CCL makers show resilience against PCB market headwinds, bolstered by booming AI applications
Despite global inflation, rising interest rates, and challenges in the Chinese economy impacting the PCB industry Taiwan's three major copper-clad laminate (CCL) suppliers –...
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...
Thursday 30 November 2023
Chinese LLM developers seek alternatives as Nvidia upcoming compliant chip reportedly fall short in performance
Nvidia intends to introduce a specialized AI chip for the Chinese market, potentially as early as the first quarter of 2024. Reports from Chinese media indicate that Nvidia's Chinese...
Wednesday 29 November 2023
AWS and Nvidia unveil Project Ceiba and bring GH200 into Cloud
Nvidia co-founder and CEO Jensen Huang showed up at the AWS re:Invent conference and announced a strategic collaboration between the two companies. AWS will become the first cloud...
Wednesday 29 November 2023
Chinese AI chip startups forge ahead amid US export curbs and domestic support
Following the US tightening its controls on exports of high-end AI GPUs to China in October 2023, Chinese companies are turning to homegrown AI chips to build their computational...
Tuesday 28 November 2023
EV Watch 4Q 2023: Review of Hon Hai Tech Day 23

Introduction

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
SK Hynix sees DRAM market share hit 35% in 3Q23
As a result of robust sales of its high bandwidth memory (HBM), SK Hynix's DRAM market share surged to a new peak of 35% in the third quarter of 2023, according to research firm Omdia,...
Tuesday 28 November 2023
IC distributors find their niche as US targets China's AI chip industry
US export restrictions aimed at curbing China's development in advanced semiconductors have hit the field of AI. With huge untapped potential in the AI market, distributors in the...
Tuesday 28 November 2023
Intel aims to defend position with new AI PC processors
Intel's Meteor Lake "Core Ultra" CPUs, the first AI PC processing platform, are set to hit the market on December 14, with related supply chains anticipating a new rise in PC replacement...
Monday 27 November 2023
Semiconductors headed toward strong 2024
The global semiconductor industry will grow 3% sequentially in the fourth quarter, bringing the annual growth to 6% in the fourth quarter of 2023 and laying the foundation for the...
Friday 24 November 2023
Foxconn set to benefit from Nvidia's new venture into AI factories
In addition to its strong financial results, Nvidia is also actively exploring new business models such as AI factories or AI manufacturing to enhance profitability further. Once...
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...
Wednesday 22 November 2023
Nvidia sees growth in other markets to offset sales slump in China in near term
Nvidia posted impressive growth in its latest financial results and expects another explosive growth in the current quarter. The updated export curbs by the White House have yet to...
COMPUTEX Microsite
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research