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Tuesday 19 March 2024
NPUs to become new AI accelerator chip option for edge devices, says DIGITIMES Research
DIGITIMES Research believes that the neural processing unit (NPU) will bring new choices for AI accelerator chips in edge devices. Compared to general-purpose graphics processing units (GPGPU), NPU has power consumption and price/performance ratio advantage, making it suitable to handle AI computing tasks in edge computing, according to DIGITIMES Research's findings in the new AIoT report.
Tuesday 19 March 2024
Nvidia announces AI GPU B200 and Blackwell architecture to be produced with TSMC 4nm tech
Nvidia announced at GPU Technology Conference (GTC) that it will launch the Blackwell architecture B100 and B200 GPUs in the second half of 2024, and will be manufactured by TSMC's 4nm process node.
Tuesday 19 March 2024
Sam Altman looks to cooperate with Samsung and SK Hynix on AI semiconductors
OpenAI CEO Sam Altman recently expressed his hope to develop Artificial Intelligence (AI) chips with Samsung Electronics and SK Hynix.
Tuesday 19 March 2024
Patent disputes take GaN to court
The big players in the GaN technology industry are suing each other.
Tuesday 19 March 2024
Alibaba wants to expand RISC-V frontier without a sword
Alibaba's Damo Academy recently held the Xuantie RISC-V Ecological Conference 2024, announcing that the next-generation processor, C930, will be launched within the year.
Tuesday 19 March 2024
AI, auto, and industrial markets boost second-half 2023 semiconductor demand
After reaching a record total of US$574.1 billion in chip sales in 2022, the industry experienced an 8.2% decline in global revenue to US$526.9 billion in 2023 due to normal market cyclicality. However, the industry experienced consistent month-to-month and year-to-year increases in sales during the second half of last year, signaling the start of the current cycle, according to the Semiconductor Industry Association (SEMI).
Tuesday 19 March 2024
TSMC and Synopsys deploy Nvidia computational lithography platform for advanced semiconductor production
Nvidia has announced that TSMC and Synopsys will utilize its computational lithography platform.
Tuesday 19 March 2024
Samsung widens lead over SK Hynix in DRAM market share, bolstered by traditional products
Samsung Electronics significantly expanded its DRAM market share in the fourth quarter of 2023, extending its lead over SK Hynix to 14 percentage points from a quarter earlier. While SK Hynix currently takes the lead in High-Bandwidth Memory (HBM), analysts emphasized that traditional DRAM products still dominate the market with a larger share and more significant role than the recently popular HBM.
Tuesday 19 March 2024
Arm expands automotive footprint with advanced processor IP, RISC-V faces uphill battle
Arm has unveiled a significant expansion of its presence in automotive electronics, introducing server-grade automotive enhanced processor IP alongside software development platforms and computing subsystem roadmaps. This move has attracted nearly all traditional IDMs and IC design giants in the automotive field, to join Arm's automotive system IP ecosystem.
Tuesday 19 March 2024
Qualcomm steps up investment in IoT, underscores potential in Taiwan
Qualcomm recently reaffirmed its focus on the IoT field.
Tuesday 19 March 2024
HiSilicon demos chip and terminal solutions for smart homes, displays, and IoT
HiSilicon (Shanghai) Technologies showcased new chip and terminal device solutions for smart homes, displays, and the Internet of Things (IoT) at the recent Appliance & Electronics World Expo (AWE) in Shanghai.
Tuesday 19 March 2024
Qualcomm introduces new SoC for AI smartphones
Qualcomm has revealed the Snapdragon 8s Gen 3 mobile SoC for AI smartphones, which will be used by key OEMs such as Honor, iQOO, Realme, Redmi, and Xiaomi. The first handset is likely to be announced in March.
Tuesday 19 March 2024
Nvidia GTC 2024 to feature TSMC
As a proud sponsor, TSMC will be featured at Nvidia's 2024 GPU Technology Conference (GTC).
Monday 18 March 2024
Snapdragon 8 Gen 4 leaked benchmark scores reportedly outperform Apple's next chip
Just as Qualcomm is poised to unveil an updated Snapdragon 8 Gen 3, leaked benchmark scores for the Snapdragon 8 Gen 4, a 3nm flagship SoC slated for the second half of 2024, have emerged, surpassing even Apple's forthcoming SoC. This signals a rare instance of Android's mobile SoC outperforming Apple's.
Monday 18 March 2024
SiFive projects 6x growth in 2024 revenues, optimistic over RISC-V and AI demand
US RISC-V silicon IP company SiFive remains upbeat on AI server chip demand, projecting a 6x growth for its 2024 revenue from a year ago.
Monday 18 March 2024
Intel CFO admits IC design firms not placing big foundry orders for 18A
Intel CFO David Zinsner recently told investment bank analysts that Intel is still one of the big customers of TSMC and will continue to outsource chip production to TSMC in a conference hosted by Morgan Stanley.
Monday 18 March 2024
Arm rolled out its automotive processor IP and Taiwan chip makers want to ride shotgun
The UK's Arm has revealed an automotive processor.
Monday 18 March 2024
Foxconn highlights five growth pillars for 2024
Foxconn (Hon Hai) will see its revenue growth momentum for 2024 come from five main development axes – namely AI servers, three major smart platforms, Electrical Vehicles (EVs), IC design, and Low-Earth Orbit (LEO) satellites – as unveiled by chairman Young Liu at the company's recent investors conference.
Friday 15 March 2024
TSMC and Cerebras' chip cooperation across three generations embodies development of Moore's Law
US chip design startup Cerebras Systems has announced its Wafer Scale Engine 3 (WSE-3) processor, which uses TSMC's 5nm process. Compared to its predecessor, the WSE-2, the WSE-3 boasts a 54% increase in transistor count, reaching 4 trillion transistors. The CS-3 system equipped with the WSE-3 doubles the performance of the CS-2 while having the same power consumption. Cerebras CEO Andrew Feldman believes this is a true step toward realizing Moore's Law that the industry hasn't seen for a long time.
Friday 15 March 2024
Uncertainties on the macroeconomic horizon
Electronic devices account for over 40% of Taiwan's exports, but semiconductor products are shipped through air freight. Meanwhile, notebook PC and smartphone production lines have migrated to other regions, but are still highly dependent on chips produced in Taiwan. Thus the destinations of semiconductor exports may gradually shift to different locations.
Friday 15 March 2024
STB chip specialist ALi in trading halt pending announcement
IC design house ALi Tech entered a trading halt on March 14, pending the release of material information, according to a company filing with the Taiwan Stock Exchange (TWSE).
Friday 15 March 2024
Qualcomm inaugurates design center in India
Qualcomm inaugurated a new design center in India specializing in wireless connectivity solutions. The fabless semiconductor firm will help with 6G research in India.
Friday 15 March 2024
PMIC firms see DDR5 upgrades boost demand
Power Management IC (PMIC) suppliers believe that growing DDR5 upgrade demand will drive up PMIC demand.
Friday 15 March 2024
Silicon photonics advancing the optoelectronics industry
Taiwan's optoelectronics industry output value soared by 44.35% in 2023 to NT$2.0473 trillion (US$648.9 billion).
Friday 15 March 2024
DIGITIMES Insight: Nvidia's path to US$100 billion in sales
DIGITIMES Research discovered Nvidia's sales in fiscal year 2025 (February 2024 to January 2025) will exceed US$100 billion from the data center market alone.
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Summary of Tech Supply Chain News!
Geopolitics may bring dramatic shifts in semiconductor industry
NPUs to become new AI accelerator chip option for edge devices, says DIGITIMES Research
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales