News
In the intense battle of AI chips between NVIDIA and AMD this year, AMD's MI300 has entered mass production and shipment 1H24, gaining positive adoption from clients. In response, NVIDIA is gearing up to launch upgraded AI chips. TSMC emerges as the big winner by securing orders from both NVIDIA and...
News
AMD has long aspired to gain more favor for its AI chips, aiming to break into Nvidia's stronghold in the AI chip market. Key players like Meta, OpenAI, and Microsoft, who are major buyers of AI chips, also desire a diversified market with multiple AI chip suppliers to avoid vendor lock-in issues an...
News
According to the South Korean media The Korea Economic Daily's report, Samsung Electronics has established a new business unit dedicated to developing next-generation chip processing technology. The aim is to secure a leading position in the field of AI chips and foundry services. The report in...
Insights
MediaTek announced a collaboration with Meta to develop its next-generation smart glasses chip. Since Meta has previously used Qualcomm chips for its two generations of smart glasses products, it is speculated that Meta's expansion of chip suppliers is aimed at maintaining supply chain flexibility a...
News
According to TechNews' report, during a recent financial conference, Samsung revealed its plans to diversify its sales structure by expanding its clientele in the fields of artificial intelligence semiconductors and automotive, moving away from its previous heavy reliance on the mobile sector. As...