Driven by the rapid growth in demand for high-bandwidth memory (HBM) fueled by artificial intelligence (AI), memory manufacturers are vying for market opportunities. According to a report from CNA, Micron has announced its target to achieve a 20% to 25% market share in HBM by 2025. Targeting the...

Amid tightening U.S. chip export controls to China, Shanghai-based AI chip companies, MetaX and Enflame, have rumored to downgrade chip designs to TSMC in late 2023 in order to comply with the U.S. export requirements, according to a report by Reuters on 5 June. Regarding this rumor, TSMC decline...

On June 5th, NVIDIA CEO Jensen Huang gave a congratulatory gift to TSMC's new chairman C.C. Wei, emphasizing that TSMC's stock price has been undervalued. He supports Wei's value theory and will back TSMC in its wafer and CoWoS pricing. As per a report from Commercial Times citing sources, it’s...

If you happen to be a technology enthusiast, June would certainly be a month to watch. NVIDIA CEO Jensen Huang, joined by AMD CEO Lisa Su, visited Taiwan to announce their product roadmaps in COMPUTEX 2024. NVIDIA unveiled its new generation Rubin architecture, indicating that the R series products ...

Qualcomm President & CEO Cristiano Amon, at COMPUTEX 2024, showcased devices powered by Snapdragon X Elite and Snapdragon X Plus processors, claiming them to be the only PCs capable of delivering Copilot+ PC experiences. Afterwards, during a media briefing, he disclosed Qualcomm’s plans on a d...