Subject


Nvidia


2023-11-20

[Insights] Infinite Opportunities in Automotive Sector as IC Design Companies Compete for Self-Driving SoC

In TrendForce’s report on the self-driving System-on-Chip (SoC) market, it has witnessed rapid growth, which is anticipated to soar to $28 billion by 2026, boasting a Compound Annual Growth Rate (CAGR) from 2022 to 2026. Rapid Growth in the Self-Driving SoC Market Becomes a Key Global Opport...

2023-11-17

[News] Microsoft First In-House AI Chip “Maia” Produced by TSMC’s 5nm

On the 15th, Microsoft introducing its first in-house AI chip, "Maia." This move signifies the entry of the world's second-largest cloud service provider (CSP) into the domain of self-developed AI chips. Concurrently, Microsoft introduced the cloud computing processor "Cobalt," set to be deployed al...

2023-11-16

[Insights] China Advances In-House AI Chip Development Despite U.S. Controls

On October 17th, the U.S. Department of Commerce announced an expansion of export control, tightening further restrictions. In addition to the previously restricted products like NVIDIA A100, H100, and AMD MI200 series, the updated measures now include a broader range, encompassing NVIDA A800, H800,...

2023-11-14

[News] H200 Unveiled: NVIDIA Integrates HBM3e for Enhanced AI Performance

On November 13, NVIDIA unveiled the AI computing platform HGX H200, featuring the Hopper architecture, equipped with H200 Tensor Core GPU and high-end memory to handle the vast amounts of data generated by AI and high-performance computing. This marks an upgrade from the previous generation H100,...

2023-11-13

[News] TSMC’s CoWoS Demand Surges from NVIDIA, Apple, AMD, Broadcom, Marvell, Monthly Capacity Up 120% in 2024

The demand for TSMC's CoWoS advanced packaging is skyrocketing. Following NVIDIA's expansion confirmation in October, there are reports in the industry that major clients like Apple, AMD, Broadcom, Marvell, and others are also placing additional orders with TSMC. To meet the demands of these five...

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