Subject


Semiconductors


2024-10-31

[News] Datacenter GPUs May Have an Astonishingly Short Lifespan of Only 1 to 3 Years

According to a report from Tom’s Hardware, while major tech companies are investing heavily in datacenter GPUs, the lifespan of these GPUs may only be 1 to 3 years, depending on their utilization rates. The report, citing a general architect at Alphabet, noted that because GPUs are under heavy ...

2024-10-31

[News] Intel CEO’s Missteps Reportedly offended TSMC, Leading to a Canceled 40% Discount

Ahead of Intel’s upcoming Q3 financial announcement on October 31st, the market has speculated that it may suffer another quarter of revenue decline, while the company might reportedly incur a loss over USD 3 billion this year. However, the struggling giant might have made a significant misstep...

2024-10-30

[Insights] Memory Spot Price Update: DDR5 Remains Stable; DDR4 Prices Unlikely to Rebound Anytime Soon

According to TrendForce's latest memory spot price trend report, regarding DRAM, price trends for DDR5 and DDR4 in the spot market will diverge, and DDR4 is unlikely to experience a price rebound anytime soon. As for NAND flash, Samsung’s recent notification of EOL (End of Life) for MLC products h...

2024-10-30

[News] Intel’s Third-Quarter Revenue Set for Largest Decline in Five Quarters

According to a report from MoneyDJ, citing the Reuters, Intel’s share price has plummeted this year as the company falls behind in the AI race and faces substantial losses in its foundry business. Intel is set to release its third quarter 2024 earnings report after the U.S. stock market closes ...

2024-10-30

[News] Innolux Denies Plant Sale Plans in Southern Taiwan amid TSMC’s Purchase Rumors

The AI boom has boosted the semiconductor industry, increasing the demand for advanced packaging production capacity. According to a report in Economic Daily News, TSMC is rumored to be considering the acquisition of another Innolux plant, particularly its 7th plant in the Southern Taiwan Science Pa...

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