Subject


Nvidia


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...

2024-03-26

[News] Intel, Qualcomm, Google Reportedly Form Alliance, Posing Challenges to NVIDIA’s Dominance in AI?

Intel, Qualcomm, Google, and other tech giants are reportedly joining forces with over a hundred startups to challenge NVIDIA's dominance in the market, as per a report from Reuters. Reportedly, their goal is to collectively penetrate the artificial intelligence (AI) software domain, guiding develop...

2024-03-25

[News] The Intense Battle of 2-Nanometer Technology Set to Escalate Next Year

As the demand for AI is becoming urgent, according to industry sources cited by the ChinaTimes News, TSMC's Fab20 P1 plant in Hsinchu's Baoshan area will undergo equipment installation engineering in April to warm up for mass production of the GAA (gate-all-around) architecture. Reportedly, it is...

2024-03-21

[News] NVIDIA CEO Jensen Huang Estimates Blackwell Chip Price Around USD 30,000 to USD 40,000

With the Blackwell series chips making a splash in the market, pricing becomes a focal point. According to Commercial Times citing sources, Jensen Huang, the founder and CEO of NVIDIA, revealed in a recent interview that the price range for the Blackwell GPU is approximately USD 30,000 to USD 40,000...

2024-03-21

[News] Blackwell Enters the Scene – A Closer Look at TSMC’s CoWoS Branch

NVIDIA unveiled its Blackwell architecture and the touted powerhouse AI chip GB200 at GTC 2024 held in San Jose, California, on March 19th. Manufactured using TSMC's 4-nanometer (4NP) process, it is expected to ship later this year. According to a report from TechNews, TSMC's CoWoS technology com...

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