Blackwell


2024-08-06

[News] Intel and NVIDIA’s New Platform Orders Rolling Out, TSMC Unaffected by Market Turbulence

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...

2024-08-01

[News] NVIDIA’s Blackwell Begins Sample Delivery, Boosting Taiwanese AI Supply Chain Demand

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...

2024-07-31

[News] AMD’s Q2 Results Reveal Shift Towards AI Chips, Similar to NVIDIA’s Path

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...

2024-07-26

[News] GB200 AI Servers Generate USD 210 Billion Annual Revenue, Boosting Supply Chain Growth

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...

2024-07-15

[News] TSMC Reportedly Sees Strong 4nm Demand, with NVIDIA’s Order Up by 25%

According to the industry sources cited in a report from Economic Daily News, TSMC is gearing up to start production of NVIDIA's latest Blackwell platform architecture graphics processors (GPU) on the 4nm process. In response to the strong customer demand, NVIDIA has reportedly increased its orders...

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