Subject


Semiconductors


2024-10-17

[News] GPU Frenzy: Memory Giants Battle for HBM3e

The AI wave continues to fuel surging demand for AI chips. Following reports of HBM sellouts and manufacturers ramping up production to meet demand, recent news reveals that Nvidia's Blackwell architecture GPUs are also in short supply.   Nvidia's Blackwell GPUs Sold Out for the Next 12 M...

2024-10-16

[News] AMD and Intel Collaborate to Strengthen x86 System Against Arm’s Challenge

On October 15th, Intel and AMD announced the formation of an x86 Ecosystem Advisory Group. According to the press release, these two tech giants established this group to enhance architectural interoperability and simplify software development for the x86 system. Other members of this x86 Ecosyst...

2024-10-16

[News] Qualcomm Rumored to Decide Its Next Move Regarding Potential Intel Acquisition after US Election

In September, Qualcomm was rumored to be investigating the possibility of acquiring parts of Intel's design business to enhance its product portfolio, as it is reportedly interested in Intel’s PC business. Now a latest report by Bloomberg indicates that the smartphone chip giant might wait until a...

2024-10-16

[News] ASML Reports Disappointing Q3 Bookings while Lowering 2025 Forecast, Raising Concerns in Chip Sector

As ASML accidentally released its financial report nearly a day ahead of its schedule due to a “technical error,” the Dutch semiconductor giant’s Q3 performance and its forecast for 2025 have also startled all by reporting orders at half of what the market predicted, raising concerns on the la...

2024-10-16

[News] PC Chip Rush Orders Spark Excitement Among IC Design Firms

According to reports from the Commercial Times, the PC chip supply chain has seen a surge in activity as government subsidies in mainland China have expanded to cover major cities. This has prompted brands to increase their orders, boosting short-term demand for the current quarter. Related IC desig...

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