Monthly Archives: July 2024

[News] Taiwanese Foundries and Networking Companies to Benefit amid Escalating US-China Tech War

According to a report from Commercial Times, with expectations that tensions between the U.S. and China remain unresolved for the time being, and China’s continued production in mature process semiconductor foundries and communication equipment, the trend of decoupling from China …

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[News] NVIDIA’s H20 See Surge in Orders from Chinese CSPs as Momentum Continues in 2H

The heightened tensions between China and the U.S. are expected to escalate further. According to a report from Commercial Times, this has been reflected in the past quarter’s increased demand for AI servers among Chinese Cloud Service Providers (CSPs) and …

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[News] Global Passive Component Giants to Raise Prices by 20%, Benefiting Taiwanese Supply Chain

According to a report from Economic Daily News, benefiting from the upcoming peak season for smartphones, a recovery in the PC market, and a more than 30% surge in silver prices this year, global giants such as Murata and TDK …

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[News] Samsung’s HBM3e Rumored to be Certified by NVIDIA, Boosting DDR5 Price Increases in Q3

Though Samsung has denied the rumor that its HBM3e passed NVIDIA’s qualification tests, multiple Taiwanese companies in the supply chain reportedly learned that the product is expected to receive certification soon, and will start shipping in Q3. As memory manufacturers …

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[News] Softbank Acquired Graphcore, Hinting at a Battle between IPU and GPU

Recently, Reuters reported that SoftBank Group acquired Graphcore, a company often referred to as the “UK’s NVIDIA,” though the amount of the deal was not disclosed. Graphcore is a startup in the field of artificial intelligence (AI) that has designed …

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