Subject


Nvidia


2024-05-20

[News] CoWoS Production Capacity Reportedly Falls Short of GPU Demand

The world's four major CSPs (Cloud Service Providers) – Microsoft, Google, Amazon, and META – are continuously expanding their AI infrastructure, with their combined capital expenditures projected to reach USD 170 billion this year. According to the industry sources cited in a report from Commer...

2024-05-09

[COMPUTEX 2024] The Rise of Generative AI Sparks Innovation across Industries, with Taiwan-based Companies Leading as Essential Partners in the Global Supply Chain

“The Dawn of Generative AI Has Come!” This new chapter in the course of human technological evolution was first introduced by NVIDIA’s founder, Jensen Huang. Qualcomm’s CEO, Cristiano Amon, also shares this optimism regarding generative AI. Amon believes this technology is rapidly evolving a...

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...

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