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2024-11-12

[News] Samsung Reportedly Starts Developing Custom HBM4 for Big CSPs, Eyeing Mass Production by 2025

As Samsung has implied earlier that it plans to collaborate with TSMC on HBM4, the memory giant seems to take a key step forward. A report by South Korean media outlet Maeli Business Newspaper discloses that the memory giant has already begun developing "Custom HBM4," a next-gen high-bandwidth memor...

2024-11-04

[News] Big Four CSPs Capital Expenditures Surge, Driving Demand for Taiwanese AI Supply Chain

The latest quarterly reports from the big four cloud service providers (CSPs) have been released in succession. According to a report from Commercial Times, not only has there been significant revenue growth, but capital expenditures for these CSPs have also surged compared to the same period last y...

2024-07-31

[News] Apple Reportedly Adopts Google’s Chips to Train its AI Models instead of NVIDIA’s GPUs

Apple's latest technical document reveals that the two main AI models behind Apple Intelligence are trained using Google's Tensor Processing Units (TPUs) instead of NVIDIA GPUs. According to a report from Commercial Times, this suggests that the demand for NVIDIA chips has outstripped supply, prompt...

2024-06-11

[News] MediaTek Reportedly Partners with Meta, Entering the Battleground of AI against Apple and Qualcomm

MediaTek is making further strides in AI applications, focusing on the integration of smartphones and AR/MR devices. According to a report from the Economic Daily News, they look to capitalize on the significant business opportunities presented by 3D imaging combined with generative AI for immersive...

2024-05-22

[COMPUTEX 2024] VR and AR Devices Undergo Further Transformation to Shape a New Vision for Virtual-Real Integration

Just as generative AI is revolutionizing industries worldwide today by creating new opportunities, the concept of the Metaverse in 2021 was similarly embraced by technology giants as a strategic goal and vision for the future of the entire tech sector. Microsoft, for instance, targeted the corpor...

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