As AI giant NVIDIA is said to delay its upcoming Blackwell series chips for months, which are now expected to hit the market around early 2025, the related semiconductor supply chain is experiencing a reshuffle. According to a report by the Korea Economic Daily, Samsung Electronics, which is eager t...

According to a report from Commercial Times, despite ongoing turbulence in the semiconductor industry, including Intel's capital expenditure cuts and reported bottlenecks in NVIDIA's B-series GPU, TSMC's leading position in the industry may remain unshaken. The sources cited in the report note...

NVIDIA's next-generation Blackwell architecture AI superchip is about to ship. According to a report from Commercial Times, on July 29 during the SIGGRAPH conference in Denver, USA, NVIDIA announced a series of software updates and revealed that samples of the new AI chip architecture Blackwell have...

On July 30, AMD announced its second-quarter financial results (ending June 29), with profits exceeding Wall Street expectations. According to a report from TechNews, the most notable highlight is that nearly half of AMD's sales now come from data center products, rather than from PC chips, gaming c...

According to a report from Wccftech, it's indicated that with soaring market demand, the shipment volume of NVIDIA's Blackwell architecture GB200 AI servers has also significantly increased. As NVIDIA claims, the Blackwell series is expected to be its most successful product. Industry sources c...