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February 22, 2024
NVIDIA says supply of its Hopper AI GPUs is improving, with demand 'very strong' while expecting next-gen B100 to be 'supply constrained'.
February 22, 2024
Nvidias forecast beat estimates, but by a smaller amount than it had last year. For the first three quarters of 2023, Nvidia reported quarterly revenue that beat analyst estimates by between 10% and 20%.
February 22, 2024
Besi: Orders for the fourth quarter totalled 166 million euros ($180 million), part of which are expected to be shipped over the second and third quarters of 2024, the company said.
February 22, 2024
Intel Foundry launches as the world's first systems foundry for the AI era, Intel also unveils its new roadmap featuring 14A process technology, and more.
February 22, 2024
Chipmaker TSMC formally opens its first Japanese plant on Saturday, highlighting the Taiwanese firm's critical role in Tokyo's multi-billion dollar efforts to reboot its once-mighty semiconductor manufacturing industry. That Japan turned to TSMC for help on an industry it once dominated reflects the Taiwan chipmaker's dominant position in the foundry business and Tokyo's heightened concern over China's growing prowess in a wide swathe of technology. The arrival of TSMC...
February 21, 2024
AMD's next-gen Zen 6 'Medusa' client CPU will feature next-gen RDNA 5 integrated GPU, skipping RDNA 4, and 2.5D interconnect with much higher bandwidth.
February 21, 2024
Baird raises the target price of NVIDIA shares from $750 to $1050: AI GPU shipments are ramping up, new H200 and B100 AI GPUs are around the corner.
February 21, 2024
The governmentโs chip strategy aims to triple domestic chip sales to around ยฅ15 trillion by 2030.
February 21, 2024
Microsoft will be leveraging Intel's 18A technology for the production of an undisclosed chip.
February 21, 2024
Japan's efforts to rebuild its semiconductor industry are getting a shot in the arm as more and more Taiwanese chip companies expand here - not only to support a new TSMC plant but also excited about the Japanese sector's prospects. The influx comes amid shifting alliances and priorities in the global chip industry as the United States pushes to limit China's progress in cutting-edge semiconductors and strengthen partnerships between its allies. Fabless chipmaker Alchip Technolo...