ASIC


2023-10-13

[News] TSMC’s Investor Meeting on the 19th with Market’s Attention on Five Key Topics

TSMC is set to conduct an investor meeting on the 19th, with Morgan Stanley, UBS, and Bank of America Securities releasing their latest reports ahead of the event. These reports highlight five main areas of interest: 1. Q4 Operational Outlook 2. Future Gross Margin Trends 3. Potential Adjustmen...

2023-06-29

AI and HPC Demand Set to Boost HBM Volume by Almost 60% in 2023, Says TrendForce

High Bandwidth Memory (HBM) is emerging as the preferred solution for overcoming memory transfer speed restrictions due to the bandwidth limitations of DDR SDRAM in high-speed computation. HBM is recognized for its revolutionary transmission efficiency and plays a pivotal role in allowing core compu...

2023-06-14

AI Servers: The Savior of the Supply Chain, Examining Key Industries

NVIDIA's robust financial report reveals the true impact of AI on the technology industry, particularly in the AI server supply chain. ......

2023-05-22

Beyond the SoC Paradigm: Where Are Next-Gen Mobile AI Chips Going to Land?

The excitement surrounding ChatGPT has sparked a new era in generative AI. This fresh technological whirlwind is revolutionizing everything, from cloud-based AI servers all the way down to edge-computing in smartphones. Given that generative AI has enormous potential to foster new applications an...

2023-05-08

China’s Pivot: Tech Giants Seek Self-Sufficiency Amid US Chip Ban

The US ban on Chinese industries has left China struggling with a seemingly severe shortage of chips. However, China’s tech giants refuse to surrender; instead, they’re pivoting quickly to survive the game. Since 2019, the US Department of Commerce has added Chinese leading companies like Hua...

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