Wednesday 20 September 2023
Taiwan, US delegations explore cybersecurity, 5G, EV cooperation and investment opportunities at Taipei forum
A Taiwan-US supply chain partnership forum held in Taipei alongside the US Business Day on September 19 saw delegations of government and corporate representatives from both sides...
Monday 18 September 2023
Could Arm rely on licensing customized SoC solutions beyond standard IPs as new profit booster after IPO?
With SoftBank-backed IP giant Arm launching a blockbuster IPO (initial public offering) on the US Nasdaq market on September 14 at a unit share price of US$51, its CEO Rene Haas bears...
Wednesday 13 September 2023
Taiwan initiates 10-year chip-driven innovation project to attract global talent, startups
Starting 2024, Taiwan will implement a 10-year chip-driven industrial innovation project aiming to attract young talent and startup teams from around the world to set up operations...
Tuesday 12 September 2023
ODMs agree GPU availability is key to AI server delivery
Server ODMs have begun large-scale shipments of AI servers equipped with Nvidia's H100 GPU in the third quarter; however, a shortfall in GPU supply may impact their deliveries, according...
Monday 11 September 2023
Nvidia leads semiconductor turnaround in 2Q23
After five consecutive quarters of declining revenue, the semiconductor industry reversed course in the second quarter of 2023, according to Omdia. Nvidia led the turnaround.
Monday 11 September 2023
TSMC's CoWoS begins third wave of additional orders; CTSP becomes hotspot for latest expansion
According to semiconductor equipment suppliers, TSMC has reportedly begun its third wave of additional equipment orders since the second quarter, injecting life into the related equipment...
Monday 11 September 2023
Nvidia to build AI infrastructure and train engineers in India
Following the meeting between India's Prime MInister Narendra Modia and Nvidia CEO Jensen Huang, Nvidia announced a partnership with Reliance Industries for buildning AI infrastructure...
Monday 11 September 2023
Nvidia estimated that AI's overall market has potential to reach US$600 billion
The global trend of generative AI is still going strong, with corporations continuing to strive to introduce related applications to improve efficiency and services. Nvidia remains...
Thursday 7 September 2023
No lasting friends, no lasting enemies, only lasting interests
To ensure their competitiveness, vertical integration isn't merely a catchphrase for businesses; it's an ongoing imperative. When TSMC focuses on advanced packaging, what's ASE's...
Wednesday 6 September 2023
SK Hynix reclaims no. 2 DRAM vendor spot with global market share exceeding 30% in 2Q23
As generative AI keeps driving demand for high bandwidth memory (HBM), the global DRAM market landscape is also undergoing changes, with SK Hynix's global DRAM market share exceeding...
Tuesday 5 September 2023
As AI drives server demand, brands pick up speed while Taiwanese suppliers provide support
Server brands are actively embracing the AI business opportunities, each coming with its own unique approach. Dell, with its close relationship with Nvidia, is aggressively pushing...
Tuesday 5 September 2023
Nvidia CEO meets Indian PM, eyeing India's AI potential
With the upcoming G20 summit to be held in India, Nvidia's CEO Jensen Huang visited India, meeting with Indian Prime Minister Narendra Modi.
Monday 4 September 2023
SoftBank lines up Apple, Nvidia as strategic Arm IPO backers
SoftBank Group Corp. has lined up some of Arm Ltd.'s biggest customers as strategic investors for the chip company's initial public offering, including Apple Inc., Nvidia Corp., Intel...
Monday 4 September 2023
L40S GPU is key to Nvidia's optimistic earnings forecast
The US$16 billion sales target that Nvidia set for its present quarter (August-October), indicates a nearly 170% increase year-on-year. This is really unusual for Nvidia, which has...
Monday 4 September 2023
AI badly needed to optimize engineering simulation at defense, thermal module sectors
The ongoing AI boom benefits not only software developers but also industrial design and simulation software vendors, with Taiwan Auto Design Co. (TADC), a veteran distributor of...
2023 Supply Chain Summit
DIGITIMES Research Special Report Databases
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research