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2024-03-29

[News] Sales Decline Leads to Sharp Profit Drop for SMIC in 2023

SMIC, the leading semiconductor foundry in China, announced its financial results on March 28th. The company's revenue for 2023 was USD 6.32 billion, a decrease of 13.1% compared to the previous year. However, the net profit for the full year plummeted by a staggering 50.4%, dropping to USD 903 mill...

2024-03-28

[News] Addressing AI PC Chip Solutions, Intel and Qualcomm Reportedly Unveil Respective Strategies

With the rapid advancement of AI-powered PC chips, industry giants like Intel, AMD, and Qualcomm, alongside various brands, are optimistic about the inaugural year of AI PCs entering the market. According to a report from Commercial Times, chip manufacturers are showcasing their AI PC chip soluti...

2024-03-28

[News] AI Confronts an ‘Energy Crisis’? Electricity May Have Emerged as a Challenge

Could AI Be Heading Towards an "Energy Crisis"? Speculation suggests that a Microsoft engineer involved in the GPT-6 training cluster project has warned that deploying over 100,000 H100 GPUs in a single state might trigger a collapse of the power grid. Despite signs of OpenAI's progress in training ...

2024-03-28

[News] Memory Manufacturers Vie for HBM3e Market

Recently, South Korean media Alphabiz reported that Samsung may exclusively supply 12-layer HBM3e to NVIDIA. The report indicates NVIDIA is set to commence large-scale purchases of Samsung Electronics' 12-layer HBM3e as early as September, who will exclusively provide the 12-layer HBM3e to NVIDIA...

2024-03-27

[News] Continued Slump in iPhone Demand in China – February Shipments Reportedly Plunge by 33%

In the Chinese market, demand for Apple's iPhone continues to falter, with Bloomberg reporting a significant 33% drop in iPhone shipments in February compared to the same month last year. As per Bloomberg's report on March 26th, despite China remains Apple's most crucial overseas market, iPhone ...

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