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I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service (TWS). After TWS president Peter Wu finished his keynote speech, I asked him how he feels about the ongoing generative AI boom. He replied, "Quite excited!"
With government departments paying more attention to internet security and trying hard to reduce the impact of US export sanctions, China has been encouraging government agencies, banks, and state-owned enterprises to expand the use of local information equipment in recent years. This includes adopting Chinese chip servers, which has resulted in a steady increase in the ratio of local server purchases. This can also be seen with the procurement of local chip server equipment by Chinese telecom service providers.
Inspur and other Chinese server companies have raised their AI server prices to reflect the limited availability of Nvidia's GPUs, according to media reports from China.
Solidigm is expanding its D5 series with the Solidigm D5-P5430, a new solid-state storage drive (SSD) optimized for mainstream and read-intensive workloads.
Sony Group has announced its plans to concentrate its resources on its semiconductor and entertainment businesses, making it challenging to allocate sufficient investment to all areas. As a result, the company is considering the possibility of spinning off its financial subsidiary and listing it separately to raise funds. The semiconductor business primarily focuses on CMOS image sensors (CIS), while the entertainment sector comprises intellectual property (IP) related businesses such as gaming, movies, and music.