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AMD benefited from AI demand last quarter (January to March), with revenue of USD 5.47 billion, surpassing Wall Street expectations and turning a profit compared to the same period last year. However, this quarter's fiscal forecast and market outlook are not as expected. AMD achieved a net profit...
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The demand for AI computing power is skyrocketing, with advanced packaging capacity becoming key. As per a report from Commercial Times citing industry sources, it has pointed out that TSMC is focusing on the growth potential of advanced packaging. Southern Taiwan Science Park, Central Taiwan Sci...
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In a bid to catch up with leading players like TSMC, the South Korean government is said to have approved a national-level initiative aimed at actively promoting the development of advanced chip packaging technologies, according to a report from South Korean media outlet TheElec. Citing anonymou...
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According to a report from Economic Daily News, Luxshare, a crucial player in the Chinese Apple supply chain, is said to be entering NVIDIA's supply chain for the GB200, as it has announced the development of various components tailored for NVIDIA's GB200 AI servers. These components encompass co...
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The recent rapid downturn in the black market prices of AI servers equipped with NVIDIA's highest-tier AI chip, the H100, in China, has attracted attention, as per a report from Economic Daily News. This fluctuation, triggered by US sanctions, has reportedly prompted concerns about its impact on ove...