Subject


Nvidia


2024-05-24

[News] NVIDIA’s Packaging Advancement Boosts Taiwanese Supply Chain with Emerging Opportunities in Panel-Level Fan-Out Packaging

To alleviate the capacity constraints of CoWoS advanced packaging, NVIDIA is reportedly planning to accelerate the introduction of its GB200, into panel-level fan-out packaging. According to a report from Economic Daily News, originally scheduled for 2026, this shift has been moved up to 2025, spark...

2024-05-24

[News] Reasons for Samsung’s HBM Chips Failing Nvidia Tests Revealed, Reportedly Due to Heat and Power Consumption Issues

Samsung's latest high bandwidth memory (HBM) chips have reportedly failed Nvidia's tests, while the reasons were revealed for the first time. According to the latest report by Reuters, the failure was said to be due to issues with heat and power consumption. Citing sources familiar with the matte...

2024-05-23

[News] No Demand Lull? NVIDIA Reportedly Points Out Hopper Will Remain in Short Supply for Some Time

The market was originally concerned that NVIDIA might face a demand lull during the transition from its Hopper series GPUs to the Blackwell series. However, the company executives clearly stated during the latest financial report release that this is not the case. According to reports from Marke...

2024-05-21

[News] HBM Boom May Lead to DRAM Shortages in the Second Half of the Year

Memory giants Samsung, SK Hynix, and Micron are all actively investing in high-bandwidth memory (HBM) production. Industry sources cited in a report from Commercial Times indicate that due to capacity crowding effects, DRAM products may face shortages in the second half of the year. According to ...

2024-05-21

[News] Samsung Reportedly Doing Its Utmost to Win 3nm GPU Orders from NVIDIA

According to reports from Korean news outlet FN News and Wccftech, aiming to win back NVDIA as a major customer, Samsung has made it a priority to secure chip order from the GPU heavyweight this year. To achieve this, Samsung is reportedly doing everything possible to ensure the company’s 3nm proc...

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