Subject


GPU


2024-07-08

[News] Booming GPU and HBM Demand Pushes Japanese Chip Equipment Annual Sales to Record High

With the widespread adoption of AI, the demand for GPUs and high-bandwidth memory (HBM) is soaring. The Semiconductor Equipment Association of Japan (SEAJ) has revised its forecast for sales of Japanese-made semiconductor equipment, predicting that for the first time in history, sales will exceed J...

2024-06-18

[News] Samsung Reportedly Approves GPU Investment

Samsung Electronics' management has made a significant decision to invest in graphics processing units (GPUs). According to a report from Business Korea reported on June 18th, while the details of Samsung's GPU investment have not been disclosed, this decision is noteworthy as it differs from their ...

Huawei
2024-05-24

[News] NVIDIA Reportedly Facing Price Cut Pressure of H20 Chip in China Amid Competition with Huawei

In response to US export bans, NVIDIA, the global leader in AI chips, has commenced to sell H20, its AI chip tailored for the Chinese market earlier this year. However, an oversupply caused the chip to be priced lower than its rival, Huawei, in some cases even at an over 10% discount, according to t...

2024-05-20

[News] CoWoS Production Capacity Reportedly Falls Short of GPU Demand

The world's four major CSPs (Cloud Service Providers) – Microsoft, Google, Amazon, and META – are continuously expanding their AI infrastructure, with their combined capital expenditures projected to reach USD 170 billion this year. According to the industry sources cited in a report from Commer...

2024-05-09

[News] Rising Chinese GPU Contender Emerges? Achieving Local GPU Production in Three Years, Claims “Outperforming AMD”

The latest challenger has emerged in the battle for dominance in China's GPU and graphics card market. China's LinJoWing has unveiled its self-developed second-generation graphics processing chip, the GP201, reportedly boasting performance metrics surpassing that of AMD's E8860 embedded graphics ca...

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