Subject


Semiconductors


2024-09-02

[News] NVIDIA’s H200 vs. AMD’s MI300X: Is the Former’s High Margin Justifiable?

AI chip giants NVIDIA and AMD have been under heated competition for a couple of years. NVIDIA, though controls the lion’s share of the market for AI computing solutions, had been challenged by AMD while the latter launched Instinct MI300X GPU in late 2023, claiming the product to be the fastest A...

2024-09-02

[News] AMD Could Emerge as a Prospective Buyer for Intel’s Potential Sale of Altera

Rumors have been circulating that Intel has been working with investment bankers on options to navigate the company through difficulties, which may include selling off its Field Programmable Gate Array (FPGA) unit Altera and halt its investment project in Germany, according to the report by Reuters....

2024-09-02

[News] Kioxia’s FY24 Revenue Reportedly to Reach JPY 1.6 Trillion, Hitting Record High

Japanese NAND Flash giant Kioxia is striving for a V-shaped recovery in its performance. According to a report from Japanese news outlet 47news, benefiting from the quick rebound in the semiconductor market, Kioxia's revenue this fiscal year is reportedly set to reach an all-time high, with oper...

2024-09-02

[News] TSMC’s A16 Process Creates a Buzz Before Mass Production, as OpenAI Reportedly Secures Capacity

TSMC's angstrom-level A16 process is creating a buzz even before mass production. According to a report from the Economic Daily News, not only has major client Apple already booked the capacity for TSMC's A16, OpenAI has also joined in to secure TSMC's A16 capacity due to its long-term need for s...

2024-09-02

[News] Intel Reportedly Mulls to Sell FPGA Unit Altera and Freeze USD 32 Billion German Project amid Crisis

Last week, rumors have been circulating that Intel has been working with investment bankers on options to navigate the company through potholes. Latest update: options may include selling off its FPGA unit Altera and putting a halt to its USD 32 billion investment project in Germany, according to th...

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