Four major cloud service providers (CSPs) including Google, Microsoft, Amazon, and Meta, sequentially released their first-quarter financial performance for the year 2024 (January 2024 to March 2024) at the end of April. Each company has achieved double-digit growth of the revenue, with increased...

The demand for AI computing power is skyrocketing, with advanced packaging capacity becoming key. As per a report from Commercial Times citing industry sources, it has pointed out that TSMC is focusing on the growth potential of advanced packaging. Southern Taiwan Science Park, Central Taiwan Sci...

According to a report from Economic Daily News, Luxshare, a crucial player in the Chinese Apple supply chain, is said to be entering NVIDIA's supply chain for the GB200, as it has announced the development of various components tailored for NVIDIA's GB200 AI servers. These components encompass co...

Driven by AI-driven demand for optical communication and ASICs, Marvell, a major network IC design company, is accelerating its AI-related business. According to a report from Commercial Times, the revenue from this segment is expected to grow from USD 200 million in fiscal year 2023 to USD 550 mill...

The sweeping AI wave not only keeps AI chips in the market spotlight but also ushers in a new round of opportunities for the memory market. Recently, Citibank announced that SSD will replace HDD in the AI field, citing SSD's faster speed, which are more suitable for AI training. It is reported that ...