Subject


Nvidia


2023-12-18

[News] Nvidia vs. AMD, the Expensive Duel as Two Major Buyers Opt for AMD’s Latest AI GPU

AMD has long aspired to gain more favor for its AI chips, aiming to break into Nvidia's stronghold in the AI chip market. Key players like Meta, OpenAI, and Microsoft, who are major buyers of AI chips, also desire a diversified market with multiple AI chip suppliers to avoid vendor lock-in issues an...

2023-12-15

[News] TSMC to Expedite Production of NVIDIA’s Specialized Chips for China

According to a news report from IJIWEI, sources have revealed that NVIDIA has placed urgent orders with TSMC for the production of AI GPU destined for China. These orders fall under the category of "Super Hot Run" (SHR), with plans to commence fulfillment in the first quarter of 2024. Respond to ...

2023-12-12

[News] Nvidia CEO Visits Vietnam, Plans to Establish Chip R&D Base

Nvidia CEO Jensen Huang announced on the 11th the company's intention to deepen collaboration with high-tech companies in Vietnam, with a focus on fostering local expertise in AI and digital infrastructure development. Huang revealed plans to establish a chip center in Vietnam, as reported by Reuter...

2023-12-11

[News] Intel’s Possibility? Nvidia Hints at Considering a Third Foundry Partner

Nvidia CFO, Colette Kress, recently hinted again that the next-gen chips might be outsourced to Intel Corp. During the call with semiconductor analyst Tim Arcuri at the UBS Global Technology Conference on November 28th, she was asked whether Intel would be considered as a foundry partner for the nex...

2023-12-06

[Insights] NVIDIA Maintains Confidence Despite Export Restrictions, Continues Unveiling New Products

On November 22, 2023, NVIDIA released its financial report for the third quarter of 2023 (FY3Q24: August 2023 to October 2023), with a revenue of USD 18.1 billion. This represents a quarterly increase of 34% and a yearly increase of 206%. NVIDIA also provided a revenue guidance for the fourth qua...

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