Subject


Nvidia


2024-06-18

[News] Foxconn Rumored to Secure Exclusive NVIDIA GB200 AI Deal

Following Foxconn's substantial order for the assembly of NVIDIA's GB200 AI servers, according to a report from Economic Daily News, Foxconn has now exclusively secured a major order for the NVLink Switch, a key component of the GB200 renowned for enhancing computing power. The volume of this order ...

2024-06-13

[News] IC Design Companies Adopting TSMC’s 3nm Process Trigger Cost-driven Price Hikes

With the United States expected to further restrict China from acquiring advanced GAA (Gate-All-Around) chip architecture capabilities, coupled with reports of poor yield rates in Samsung's 3nm GAA generation, the semiconductor industry sources cited in a report from Commercial Times state that TSMC...

Huawei
2024-06-11

[News] Huawei’s Self-developed AI Chip Challenges NVIDIA, Boasting Its Ascend 910B to Be Equal in Match With A100

According to a report from South China Morning Post, Wang Tao, Executive Director, Chairman of the ICT Infrastructure Managing Board at Huawei, recently stated at the World Semiconductor Conference and Nanjing International Semiconductor Expo that Huawei's advanced Ascend 910B AI chip achieves an ef...

2024-06-11

[News] Major Clients Reportedly Fully Allocate TSMC’s Production Capacity Until 2026, 3nm Process in High Demand

The continuous increase in silicon content driven by AI servers, high-performance computing (HPC) applications, and the AI integration of high-end smartphones has led to a surge in demand for semiconductors. According to a report from the Economic Daily News, major companies such as Apple, Qualcomm,...

2024-06-06

[News] US Government Reportedly Investigating Microsoft, NVIDIA, and OpenAI for AI Industry Monopolization

The New York Times reported on June 5th that the U.S. Department of Justice (DOJ) and the Federal Trade Commission (FTC) have reached an agreement, led by senior officials of both agencies, over the past week. The DOJ will investigate whether NVIDIA has violated antitrust laws, while the FTC will ex...

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