Subject


Nvidia


2024-01-04

[News] NVIDIA’s China-exclusive Chip H20 to Begin Production in Q2 by Wistron

In October of 2023, the U.S. government expanded its restrictions on chip exports, limiting NVIDIA from exporting certain chips to China without prior permission. Despite this, NVIDIA is not expected to relinquish the Chinese market and may commence production of the AI chip "H20," specifically des...

2024-01-04

[News] TSMC Reportedly Attracts Influx of 3nm Customers, Predicts Production Capacity Utilization to Surge to 80% by Year-End

With its 3nm manufacturing process in mass production for approximately a year, TSMC is expected to have a breakthrough in customer acquisition and capacity utilization in 2024. According to predictions from a South Korean outlet The Elec, aside from Apple, customers such as NVIDIA, AMD, Qualco...

2023-12-31

[Tech Recap and Glimpse 5-5] Changes in the Landscape of the AI Chip Market After a Year of NVIDIA’s Dominance

Major Cloud Service Providers (CSPs) continue to see an increase in demand for AI servers over the next two years. The latest projections of TrendForce indicate a global shipment of approximately 1.18 million AI servers in 2023, with a year-on-year growth of 34.5%. The trend is expected to persist i...

2023-12-25

[News] Samsung and Naver Jointly Invest in New AI Chip, as Naver Reportedly Claiming an Eightfold Performance Boost Compared to NVIDIA H100

Samsung Electronics and South Korean internet giant Naver have joined forces to invest in an artificial intelligence semiconductor solution. According to BusinessKorea's report, the energy efficiency of the first solution chip from the two companies is expected to be roughly eight times higher than ...

2023-12-21

[News] NVIDIA’s China-Exclusive GeForce RTX 4090 D Rumored to be Launched on December 28th

In response to export restrictions on AI chips by the U.S. Department of Commerce, NVIDIA has previously introduced a China-Exclusive version of its graphics card, featuring the AD102-250 GPU and named GeForce RTX 4090 D. According to ICsmart’s report, industry insiders has revealed that NVIDIA...

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