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Wednesday 4 December 2024
China to accelerate HBM self-sufficiency leaving DDR5 with turbulence
The latest wave of export restrictions from the US on High Bandwidth Memory (HBM), particularly targeting advanced technologies such as HBM2 and above, is set to compel China's memory...
Wednesday 4 December 2024
Marvell reports strong 3Q24 results, driven by AI silicon demand
Marvell reported strong fiscal third-quarter results with a 6.87% revenue increase, driven by record data center revenue, primarily from custom AI silicon. The company forecasts continued...
Wednesday 4 December 2024
AWS unveils a trio of data center reforms, focus on liquid cooling and energy efficiency
Amazon Web Services (AWS) has announced three significant reforms in data center technology, including the streamlining of power distribution and structural design, the introduction...
Tuesday 3 December 2024
Chinese AI company Megvii cancels IPO on STAR market
Megvii Technology, one of China's original "AI Elite Four" which specializes in computer vision and deep learning, announced its application for an initial public offering (IPO) on...
Tuesday 3 December 2024
Shift in brand AI server orders; Taiwan contract firms still benefit
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.
Tuesday 3 December 2024
AI servers will not peak then slow in 2025, says Quanta EVP Mike Yang
Demand for AI servers will not peak in 2025, according to Quanta Computer executive VP and Quanta Cloud Technology general manager Mike Yang. In his opinion, the AI industry has seen...
Tuesday 3 December 2024
AI robots face uphill battle in industrial adoption
The development of AI robots spans multiple sectors, from smart factories to smart homes and specialized applications. However, for semiconductor giants like Nvidia and Qualcomm,...
Tuesday 3 December 2024
Trump 2.0 power trio: Wall Street veterans and China hawks to lead aggressive trade agenda
Donald Trump has accelerated his cabinet appointments post-election, naming all 15 cabinet-level positions and over 20 key officials within 20 days—outpacing his first-term...
Tuesday 3 December 2024
AI giants face scaling crisis as next-gen models falter
Leading AI companies like OpenAI, Anthropic, and Google are encountering significant challenges in developing their next-generation AI models. Progress has fallen short of expectations,...
Tuesday 3 December 2024
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the...
Monday 2 December 2024
Elon Musk lands priority for Nvidia GB200 delivery in January with US$1.08 billion
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO...
Monday 2 December 2024
GenAI drives smartphone market revival, but innovation gaps remain
Global smartphone shipments have slowed in recent years due to high inflation, market saturation, and extended replacement cycles. However, the surge in generative AI (GenAI) has...
Monday 2 December 2024
Cincoze's two latest high-performance GPU-embedded computers create new options for edge AI applications
Rugged embedded computer brand – Cincoze has launched two new series of GPU-embedded computers that overcome harsh environmental challenges, meet various application requirements,...
Monday 2 December 2024
DeepX AI chip achieves up to 90% yield with Samsung's 5nm process
South Korean AI chip startup DeepX is in the final stages of preparation for its first mass-produced chips. Through Samsung Electronics' foundry division, the company has achieved...
Monday 2 December 2024
MiTAC to double capex in 2025, diversifying production amid Trump 2.0
MiTAC Corporate President Billy Ho expressed optimism for 2025, though he acknowledged the significant uncertainties ahead, including geopolitical tensions and the potential impact...
CPC
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research