AI


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...

2024-06-03

[News] A Recap of NVIDIA’s Four Major Application Areas of New Technology from Jensen Huang

During NVIDIA founder and CEO Jensen Huang's keynote speech on June 2, he shared insights on how the AI era is driving the development of a new global industrial revolution. According to a report from TechNews, he covered various technologies and application areas, including advancements in accel...

2024-05-31

[News] UMC Optimistic About Second Half Business Outlook, While AI Could Capture 10-20% Market Share

According to a report from Liberty Times, Taiwanese foundry UMC stated yesterday that the company’s operations in the second quarter would see a slight increase compared to the first quarter, and the second half of the year would be better than the first half. With UMC’s technology and proces...

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