AI


2024-06-18

[News] Foxconn Rumored to Secure Exclusive NVIDIA GB200 AI Deal

Following Foxconn's substantial order for the assembly of NVIDIA's GB200 AI servers, according to a report from Economic Daily News, Foxconn has now exclusively secured a major order for the NVLink Switch, a key component of the GB200 renowned for enhancing computing power. The volume of this order ...

2024-06-17

[News] Venturing into AI, Innolux Reportedly Partners with Memory Giants, While Its 4th Plant in Tainan to Focus on Packaging Applications

Taiwanese panel company Innolux have said to be involving in collaborating with leading global memory manufacturers. According to a report from the Economic Daily News, plans are underway to repurpose its 4th Plant in Tainan (5.5-generation LCD panel plant) for AI-related semiconductor applicatio...

2024-06-17

[News] CoWoS Booming, TSMC Price Hikes Reportedly Imminent

Taiwan's semiconductor giant, TSMC, faces overwhelming demand for its 3nm technology, with major clients like Apple and NVIDIA fully allocate its production capacity. According to a report from Commercial Times, orders are expected to be filled through 2026. Reportedly, TSMC is planning to raise ...

2024-06-06

[News] US Government Reportedly Investigating Microsoft, NVIDIA, and OpenAI for AI Industry Monopolization

The New York Times reported on June 5th that the U.S. Department of Justice (DOJ) and the Federal Trade Commission (FTC) have reached an agreement, led by senior officials of both agencies, over the past week. The DOJ will investigate whether NVIDIA has violated antitrust laws, while the FTC will ex...

2024-06-06

[News] NVIDIA CEO Jensen Huang Supports C.C. Wei’s Theory and Backs for TSMC to Increase Price

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...

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