Despite NVIDIA's strong Q4 earnings and upbeat Q1 outlook, supply chain sources suggest renewed concerns over potential CoWoS order cuts, with reports indicating a reduction in advanced packaging orders at foundries. According to Commercial Times, as NVIDIA’s Hopper GPU approaches the end of it...

The global AI frenzy continues to soar, with tech giants making massive investments in AI hardware infrastructure and AI application models. Recently, Alibaba announced a RMB 380 billion (approximately $53 billion) investment in cloud and AI hardware infrastructure, while Elon Musk’s xAI is pla...

On February 20, STMicroelectronics (ST) announced the launch of a new computer chip targeting the rapidly growing AI data center equipment market. The chip was developed in collaboration with Amazon Web Services (AWS). As part of the "Stargate" initiative, top U.S. software companies plan to inve...

As indicated by Korean Economic Daily, South Korean memory giant SK hynix, amid potential U.S. restrictions, is conducting an urgent review of Chinese EDA software, a move Samsung may likely follow suit. However, industry experts cited by ijiwei warn that as U.S. EDA costs twice as much as Chines...

While NVIDIA may not be afraid of the bubbling of AI frenzy, the U.S. chip giant is highly alert about another emerging competitor. According to a company filing cited by CNBC, the company listed Huawei as one of its current competitors for the second year. NVIDIA now lists Huawei as a competitor...