Subject


Nvidia


2024-07-02

[News] NVIDIA’s H200 Order Delivered from Q3, Boosting Server Supply Chain with Strong Demand

In late March, NVIDIA CEO Jensen Huang personally delivered the first high-end DGX H200 AI server to customer OpenAI. According to a report from Commercial Times, following this, the upstream chips for the H200 AI-GPU entered mass production in late Q2, with large-scale deliveries expected from Q3 o...

2024-06-24

[News] Broadcom Reportedly Developing 5nm AI Chip with ByteDance, Manufactured by TSMC

According to a report from Reuters, it’s rumored that ByteDance, the parent company of TikTok, is collaborating with American chip designer Broadcom to develop an advanced AI processor, which could provide ByteDance with a steady supply of high-end chips. On June 24th, Reuters’ report cited s...

2024-06-20

[News] Micron’s HBM Expansion at Full Throttle: Rumored to Expand in US, Malaysia Also an Option

According to a report from Nikkei citing sources, memory giant Micron Technology is building a pilot production line for advanced high-bandwidth memory (HBM) in the United States and is considering producing HBM in Malaysia for the first time to capture more demand from the AI boom. Reported on J...

2024-06-19

[News] Semiconductor Talent War Heats up, as NVIDIA Emerges as the Biggest Winner

As tech heavyweights eagerly pursue more market share in the AI sector, the battle for talents in the semiconductor industry has also heated up. According to the latest report by The Chosun Daily, citing LinkedIn data as of June 18, NVIDIA has become the hottest tech talent hub, not only drawing tal...

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 ...

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