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2023-09-01

[News] With US Expanding AI Chip Control, the Next Chip Buying Frenzy Looms

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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 controls won't have an immediate impact on its perfor...

2023-08-28

[News] Taiwanese Computer Brand Manufacturers Rush into the AI Server Market

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According to a report by Taiwan's Economic Daily, a trend is taking shape as computer brand manufacturers venture into the AI server market. Notably swift on this path are Taiwan's ASUS, Gigabyte, MSI, and MITAC. All four companies hold a positive outlook on the potential of AI server-related busine...

2023-08-28

How Are Autotech Giants Revving Up Their R&D Game Amid the Downturn?

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In the face of adversities within the autonomous vehicle market, car manufacturers are not hitting the brakes. Rather, they’re zeroing in, adopting more focused and streamlined strategies, deeply rooted in core technologies. Eager to expedite the mass-scale rollout of Robotaxis, Tesla recently ...

2023-08-25

TrendForce Dives into NVIDIA’s Product Positioning and Supply Chain Shifts Post Earnings Release

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NVIDIA’s latest financial report for FY2Q24 reveals that its data center business reached US$10.32 billion—a QoQ growth of 141% and YoY increase of 171%. The company remains optimistic about its future growth. TrendForce believes that the primary driver behind NVIDIA’s robust revenue growth st...

2023-08-24

[News] Foxconn Rumored to Secure Significant Orders for NVIDIA’s New GH200, L40S Module

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According to a report by Taiwan's Economic Daily, the latest GH200 module released by NVIDIA has seen its assembly orders exclusively undertaken by Foxconn, while the assembly orders for L40S are also entirely managed by Foxconn. Foxconn has traditionally refrained from commenting on individual b...

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