Subject


Nvidia


2024-02-19

[News] CoWoS Capacity Shortage Challenges AI Chip Demand, while Taiwanese Manufacturers Expand to Seize Opportunities

With the flourishing development of technologies such as AI, cloud computing, big data analytics, and mobile computing, modern society has an increasingly high demand for computing power. Moreover, with the advancement beyond 3 nanometers, wafer sizes have encountered scaling limitations and manu...

2024-02-02

[News] NVIDIA’s Exclusive Chips for China Now Reported to be Available for Pre-Order, Priced Similar to Huawei Products

NVIDIA has begun accepting pre-orders for its customized artificial intelligence (AI) chips tailored for the Chinese market, as per a report from Reuters. The prices of the chips are said to be comparable to those of its competitor Huawei's products. The H20 graphics card, exclusively designed ...

2024-02-02

[News] Reports Suggest SK Hynix to Establish Advanced Packaging Facility in the US

According to sources cited by the Financial Times, South Korean chip manufacturer SK Hynix is reportedly planning to establish a packaging facility in Indiana, USA. This move is expected to significantly advance the US government's efforts to bring more artificial intelligence (AI) chip supply cha...

2024-01-31

[News] NVIDIA Expands Advanced Packaging Supply Chain with Intel’s Inclusion, Diverting Orders from TSMC

NVIDIA's AI chip supply faces constraints, with insufficient CoWoS advanced packaging production capacity at TSMC potentially being the main issue. According to Economic Daily News, NVIDIA is also providing advanced packaging services to Intel, with a monthly capacity of about 5,000 units. It is exp...

2024-01-26

[News] NVIDIA CEO Jensen Huang Meets with TSMC Executives in Taiwan, Addressing the Significant AI Chip Shortage

NVIDIA CEO Jensen Huang stated on January 25th that the current phase marks the beginning of AI expansion and growth. He emphasized that AI is set to transform everything and be omnipresent in the future. However, the most significant challenge at present is the ongoing tight supply of AI chips. ...

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