News
According to a news report from IJIWEI, sources have revealed that NVIDIA has placed urgent orders with TSMC for the production of AI GPU destined for China. These orders fall under the category of "Super Hot Run" (SHR), with plans to commence fulfillment in the first quarter of 2024. Respond to ...
News
Nvidia CEO Jensen Huang announced on the 11th the company's intention to deepen collaboration with high-tech companies in Vietnam, with a focus on fostering local expertise in AI and digital infrastructure development. Huang revealed plans to establish a chip center in Vietnam, as reported by Reuter...
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Nvidia CFO, Colette Kress, recently hinted again that the next-gen chips might be outsourced to Intel Corp. During the call with semiconductor analyst Tim Arcuri at the UBS Global Technology Conference on November 28th, she was asked whether Intel would be considered as a foundry partner for the nex...
Insights
On November 22, 2023, NVIDIA released its financial report for the third quarter of 2023 (FY3Q24: August 2023 to October 2023), with a revenue of USD 18.1 billion. This represents a quarterly increase of 34% and a yearly increase of 206%. NVIDIA also provided a revenue guidance for the fourth qua...
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The AI landscape witnesses a robust surge with the consecutive launches of AMD's "Instinct MI300" series AI chips and NVIDIA's upcoming "B100" GPU structure. This wave of innovation propels a flourishing demand for AI-related Outsourced Semiconductor Assembly And Test Services (OSAT), surpassing in...