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Monthly Archives: August 2024
[News] Foxconn Confirms Shipment of NVIDIA’s GB200 to Start in Q4 as Planned
At its earnings call on August 14th, Taiwanese tech giant Foxconn addressed the progress of the highly anticipated launch of NVIDIA’s next-generation AI server, the GB200. According to a report by Commercial Times, Foxconn confirmed that the development of the server cabinets is on …
[News] Nanya Tech’s Operations to Resume in 2-3 Days After Power Outage, Estimated a NTD 300-500 Million Loss
According to a report from TechNews, in response to the temporary power outage caused by a severe thunderstorm on the afternoon of August 13th, memory manufacturer Nanya Technology announced on the evening of August 14th that the outage led to a …
Posted in Semiconductors
Tagged memory, Micron, Nanya Technology, semiconductor, Taiwan
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[News] Multiple Semiconductor Manufacturing Projects Delayed in the U.S.
Recently, the Financial Times reported that despite over USD 400 billion in tax incentives, loans, and subsidies provided by the U.S. under the Inflation Reduction Act and the CHIPS and Science Act to boost local clean energy technology and semiconductor …
[News] Samsung Likely Emerges as the Pacemaker for the AI Market if It Secures HBM3e Supply to NVIDIA
Samsung Electronics, which has been struggling at the final stage of its HBM3e qualification with NVIDIA, may unexpectedly emerge as the pacemaker for the AI ecosystem, as the company may somehow ease the cost pressure for building AI servers by …
[News] U.S. CPI Slows to 2.9% in July, Marking the Smallest Increase Since March 2021
The U.S. Bureau of Labor Statistics released the CPI data on August 14th, showing a year-over-year increase of 2.9% in July, slightly below the data in the previous month and market expectations of 3.0%. The core CPI, which excludes food …