Subject


Nvidia


2024-05-07

[News] South Korea Reportedly Develops AI Chips for Autonomous Vehicles, Challenging NVIDIA

Recently, a report from South Korean media outlet BusinessKorea has indicated that the South Korean government is actively advancing new research and development (R&D) projects, including the development of AI chips for autonomous vehicles, with the aim of surpassing the American semiconductor g...

2024-05-06

[News] TSMC’s Advanced Packaging Capacity Fully Booked by NVIDIA and AMD Through Next Year

With the flourishing of AI applications, two major AI giants, NVIDIA and AMD, are fully committed to the high-performance computing (HPC) market. It's reported by the Economic Daily News that they have secured TSMC's advanced packaging capacity for CoWoS and SoIC packaging through this year and the ...

2024-05-03

[News] NVIDIA Reportedly Fueling Samsung and SK Hynix Competition, Impacting HBM Pricing?

According to South Korean media outlet BusinessKorea's report on May 2nd, NVIDIA is reported to be fueling competition between Samsung Electronics and SK Hynix, possibly in an attempt to lower the prices of High Bandwidth Memory (HBM). The report on May 2nd has cited sources, indicating that th...

2024-04-30

[News] Luxshare Reportedly Enters NVIDIA’s Chain, Eyeing at AI Chip Business

According to a report from Economic Daily News, Luxshare, a crucial player in the Chinese Apple supply chain, is said to be entering NVIDIA's supply chain for the GB200, as it has announced the development of various components tailored for NVIDIA's GB200 AI servers. These components encompass co...

2024-04-30

[News] Rumored Sharp Drop in H100 Server Black Market Prices in China Raises Concerns Over Market Stability

The recent rapid downturn in the black market prices of AI servers equipped with NVIDIA's highest-tier AI chip, the H100, in China, has attracted attention, as per a report from Economic Daily News. This fluctuation, triggered by US sanctions, has reportedly prompted concerns about its impact on ove...

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