Subject


Nvidia


2023-10-13

[News] Explosive AI Server Demand Ignites Aggressive Expansion by Wiwynn and Quanta

Source to China Times, in response to increased visibility in AI server orders and optimistic future demand, two ODM-Direct based in Taiwan, Wiwynn, and Quanta, are accelerating the expansion of their server production lines in non-Chinese regions. Recently, there have been updates on their progres...

2023-10-03

[News] Is Tenstorrent Setting Its Sights on NVIDIA? Plans to Utilize Samsung’s 4nm Process for Chiplet Production

As reported by China’s Jiwei on October 2nd, Samsung has revealed that its chip manufacturing division has secured an order from AI chip client Tenstorrent to produce chips utilizing its cutting-edge 4nm process. ......

2023-10-03

[News] TSMC Holds Earnings Conference on the 19th, Market Focuses on Six Key Areas

According to a report by Taiwan's Economic Daily, TSMC is set to hold its Q3 earnings conference on October 19th. The market is eagerly anticipating insights from the company's top executives on six key areas: the latest semiconductor market outlook, Q3 financial forecasts, the status of 3-nanometer...

2023-09-26

[Report Highlights] Self-Driving SoCs Are Becoming A Critical Gateway for IC Design Firms

In the era of increasing electric vehicle penetration and automotive electrification, the future of cars resembles smartphones on wheels, demanding substantial computing power for advanced autonomous systems. As a result, future vehicles equipped with high-end self-driving systems are akin to mobile...

2023-09-25

[News] TSMC Deploys Manpower to Support Longtan and Tainan Facilities Amid CoWoS and 3nm Demand

According to Taiwan's Money DJ, the AI wave is showing no signs of slowing down. Led by NVIDIA, major players including AMD, Intel, and international chip giants are aggressively entering the AI arena, driving increasing demand for advanced packaging and advanced processes. Industry reports suggest ...

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