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Recent Posts
- [News] Qualcomm’s Snapdragon 8 Elite 2 to Use TSMC’s N3P as Samsung Reportedly Lost Order
- [News] NVIDIA Supplier Advantest: AI Phones May Sustain Chip Industry amid Declining Data Center Investment
- [News] TSMC Sets Key Milestone in Japan as Kumamoto Fab Begins Mass Production
- [News] Xiaomi to Scale AI Capabilities with New 10,000-GPU Cluster Investment
- [News] Why Are AR Glasses Reportedly Outselling Apple’s Vision Pro in China, with 284K Units Sold in 2024?
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Monthly Archives: September 2023
[News] Wistron Secures Both NVIDIA and AMD AI Server Orders
According to a report by Taiwan’s Commercial Times, Wistron AI server orders are surging. Following their successful acquisition of orders for NVIDIA’s next-generation DGX/HGX H100 series AI server GPU baseboards, there are industry sources suggesting that Wistron has secured orders …
[News] BOE Expects 4Q Price Fluctuations, Stronger 2024 Demand
According to a report from Taiwan’s TechNews, despite running at a loss in the first half of the year, BOE believes that its target of shipping 120 million OLED panels still has a chance of being achieved. As the industry …
[News] Inventec’s AI Strategy Will Boost Both NVIDIA’s and AMD’s AI Server Chips to Grow
According to Liberty Times Net, Inventec, a prominent player in the realm of digital technology, is making significant strides in research and development across various domains, including artificial intelligence, automotive electronics, 5G, and the metaverse. The company has recently introduced a …
Posted in Semiconductors, server
Tagged AI chip, AI server, AMD, GPGPU, Inventec, Nvidia, Server GPU
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[News] Rumored AI Chip Demand Spurs Price Hikes at TSMC, UMC, ASE
TSMC’s CoWoS advanced packaging capacity shortage is causing limitations in NVIDIA’s AI chip output. Reports are emerging that NVIDIA is willing to pay a premium for alternative manufacturing capacity outside of TSMC, setting off a surge in massive overflow orders. …
Posted in IC Manufacturing, Package&Test, Semiconductors, server
Tagged advanced packaging, ASE, CoWoS, interposer, TSMC, UMC
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[News] With US Expanding AI Chip Control, the Next Chip Buying Frenzy Looms
According to a report by Taiwan’s Commercial Times, NVIDIA is facing repercussions from the US chip restriction, leading to controls on the export of high-end AI GPU chips to certain countries in the Middle East. Although NVIDIA claims that these …