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All posts related to the industry in general.
DRAM Memory Supply To Experience Shortages As Manufacturers Shift Focus Towards HBM Production
TSMC To Experiment With “Rectangular Substrates”, Tripling Performance Through Higher Area Utilization
Samsung To Ramp Up In-House GPU Investments, Targeting To Achieve Semiconductor Dominance
Samsung To Introduce “SAINT” 3D Packaging Services By 2025 In Preparations For HBM4
NVIDIA’s “Crypto-Mining” Lawsuit Takes A New Turn, US Supreme Court To Hear The Firm’s Plea
TSMC’s 3nm Supply Runs Short Amid Huge AI Demand: NVIDIA, Apple, AMD, Qualcomm Consider Raising Chip Prices
Biden Administration To Thwart AI Semiconductor Developments In China By Sanctioning “GAA” Process Technology Access
Intel Vows To Dethrone NVIDIA From AI Market Through An Open Ecosystem For Customers
NVIDIA Commences Shipments For Blackwell B200 AI Accelerators Next Quarter, 10x Unit Price Versus Traditional Servers
Computex 2024 AI Exhibit: GIGABYTE Wants You to Create New Horizons and Shape the Future with Your Own Hands
[Update] AMD MI300X AI Accelerator Demand Is “Soft” According To Analyst, MI350X Refresh Might Move To 2026 Launch
Samsung Readies Plans For 1nm Process Node With Unveil In July, Mass-Production Expected By 2026
SK hynix To Integrate Computing & Caching Functionalities With Next-Gen HBM4E Memory
GPUs & Accelerators Are Going To Get A Lot More Pricey In The US As Trump-Era Tariffs Restored
NVIDIA To Ship Half A Million Blackwell GB200 AI Chips This Year, 2 Million In 2025
Samsung Foundry Taking Extreme Steps To Win 3nm Orders From NVIDIA For Next-Gen GPUs
Intel Secures All Of ASML’s High-NA EUV Lithography Machines Set To Be Built This Year
Samsung To Initiate Pilot Production Of Glass Substrates Semiconductor This Year
HBM Market To Witness Price Surge Up To 10% By 2025 As Demand Set To Double Next Year
TSMC’s Entire CoWoS Supply Reportedly Reserved By NVIDIA & AMD Until 2025
NVIDIA’s Blackwell DGX GB200 AI Servers To Enter Mass-Production By H2 2024, Generating Massive Revenue Figures
NVIDIA H100 AI GPUs See 10% Price Drop In Chinese Black Market Ahead of H200 Launch
China To Provide Large-Scale Subsidies For Local AI Chips, Encouraging Domestic Adoption
Analyst Forecasts $40 Billion AI GPU Sales For NVIDIA, $3.5 Billion For AMD & Just $500 Million For Intel In 2024
Huawei Plans In-House HBM Production For Next-Gen AI Products Targeted At China
TSMC Ready For The Angstrom-14 Era, Initiates Development On Cutting-Edge 1.4nm Process
AMD’s MI300X Is a Far Superior Option Than NVIDIA’s H100s, Says AI Startup TensorWave’s CEO
NVIDIA To Ship Millions Of Blackwell GPUs, Propelling TSMC CoWoS & HBM DRAM Demand To New Levels
Celestial AI Combines HBM & DDR5 Memory To Lower Power Consumption By 90%, Could Be Used By AMD In Next-Gen Chiplets
Former NVIDIA Researcher Gives Credit To CUDA For Green Team’s Dominance In The AI Market
NVIDIA’s AI GPU Shortage Is Finally Over As Supply Steadies, Delivery Times Down To 8-12 Weeks
TSMC Receives Additional $11 Billion Funding Under The CHIPS Act, 2nm Nanosheet Production By 2028 & Sub-2nm By End of Decade
SSD Prices To Soar By Up To 25%, As Manufacturers Strive To Recover Their Lost Profits
Chinese AI Firm Unveils “DeepEye” AI Box, Featuring Up To 48 TOPS & Affordable Designs
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