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"Subsystem" becomes profit guarantee for Nvidia; system-level integration tests have high potential

The concept of AI has continued to penetrate high-performance computing (HPC) and even the future car sector. Supply chain sources admitted that this is already a battle of "ecosystem," not just a single-chip business model. The importance of a "subsystem" integration service is higher than ever, which has become a real source of profit for Nvidia, a front-runner in the industry.
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The value of AI infrastructure

The cost of machine learning applications will come down as a result of semiconductors improving computing power. The lower cost will naturally result in a sharp rise in the number of users. Using AI will become a daily routine in work and private life. The commercialization of AI will really lead to the arrival of the "iPhone moment for AI." Once OpenAI becomes the norm, various kinds of applications will need the support of Nvidias datacenter and dedicated chips. We can imagine how m...
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BOE's Gen 8 IT OLED production line could be delayed due to lack of approval from Bejing's government

BOEs Gen 8 IT OLED production line will be stationed in the B16 factory in Chengdu, China. However, rumors came out that although foundation construction has begun, the investments for the Gen 8 IT OLED production line have not yet been approved by the local government. All eyes are on how this situation will develop.
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Facing AI boom, Nvidia's Jensen Huang says that more production capacity has been ensured for 2H23

Nvidia recently announced its financial report for the first quarter of FY24 (up to April 30, 2023), reporting a quarterly revenue and second-half outlook that both beat Wall Streets expectations. In an interview with , Nvidia CEO Jensen Huang expressed his confidence in the current AI trend as well as Nvidias manufacturing capability to satisfy this market demand. However, at the same time, he didnt shy away from stating that he believes the overall economy wont grow substantially in the second...
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Foxlink to see revenue boost from offshore wind projects: shareholder meeting

Foxlink (or Cheng Uei Precision Industry) is looking at the same revenue numbers as 2022, but with better gross margin and gross profit. It is also increasing its non-China-based production to up to 20% in the coming three years, said Tai-Chiang "T.C." Gou, the chairman of Foxlink at the companys shareholder meeting on May 31.
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Micron intros new PCIe Gen5 SSD and DRAM offerings for high-throughput apps

Micron Technology has introduced the Crucial Pro series, which consists of memory and storage products designed for gamers, content creators, workstation professionals, and anyone else desiring a robust, high-performance computing experience with plug-and-play functionality.
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