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Tuesday 21 November 2023
Board manufacturers' planning for servers finally paid off as Gigabyte and Asus reap results
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Tuesday 21 November 2023
Generative AI is all the rage, who can monetize from the trend?
Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and...
Tuesday 21 November 2023
The future of hardware and software development for artificial intelligence
Reflecting on the history of the computer industry, it all began with a small transistor, evolving into integrated circuits and eventually transforming into powerful CPUs capable...
Tuesday 21 November 2023
Nvidia to see fiscal 3Q24 revenue beat guidance
Nvidia will soon provide financial figures for the third quarter of its fiscal 2024, which concluded in October 2023. According to market sources, the processor vendor's fiscal third-quarter...
Monday 20 November 2023
TSMC capacity utilization may rebound to 80% in 1H24 on rising demand for advanced processes
TSMC's capacity utilization rate is estimated to pick up slowly through the end of 2023 and rebound to 80% in the first half of 2024, and its US dollar revenue performance this year...
Monday 20 November 2023
Weekly news roundup: Samsung reportedly to produce 4nm chips for AMD and other top stories
These are the most-read stories during the week of November 13-17:
Friday 17 November 2023
Ingrasys exhibits advanced cooling architecture and server solutions at SC23
To showcase its prowess in hardware technology amid the upcoming demand for highspeed computing, Foxconn Group subsidiary Ingrasys exhibited several cutting-edge technologies and...
Thursday 16 November 2023
Rapidus to set foot in Silicon Valley to enhance cooperation with Nvidia, AMD and Tenstorrent
Rapidus, the advanced-node Japanese foundry service provider targeting cutting-edge processes at 2nm and below, revealed at a business luncheon participated by industry leaders that...
Thursday 16 November 2023
Nvidia boosts enterprise AI with new foundry service
Nvidia has introduced a new Artificial Intelligence foundry service designed to strengthen the development and customization of generative AI applications for enterprises and startups...
Thursday 16 November 2023
Nvidia joins forces with AMD to build world's most powerful AI workstation
To allow professionals worldwide to build and run AI applications on their desktop PCs, Nvidia has joined forces with AMD to introduce what is touted as the world's most powerful...
Thursday 16 November 2023
Tencent claims to have enough Nvidia H800 stockpile to sustain AI model development
In the aftermath of the October 17 sanction updates against China that saw US export controls extending into downgraded versions of Nvidia AI GPUs tailored for the Chinese market,...
Thursday 16 November 2023
For thermal solution provider Auras, future profits lie in liquid cooling
The emergence of AI has transformed thermal management, says Lin Yu-Sheng, chairman of thermal solution provider Auras. Intel and AMD would keep cooling requirements for their chips...
Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Wednesday 15 November 2023
Nvidia establishes joint innovation center with NTHU, paving way for AI advancements and talent development
National Tsing Hua University (NTHU) has inked a significant agreement with Nvidia, unveiling the collaborative establishment of the "Tsing Hua-Nvidia Joint Innovation Center." This...
Wednesday 15 November 2023
Horizon Robotics calls next-gen self-driving chip revolutionary
Beijing-headquartered Horizon Robotics expects to launch the next generation of its in-house developed self-driving chip, the Journey 6, which it calls a revolutionary new product,...
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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