Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors Intel and AMD's 41% and 47% gross margins, respectively, in the latest quarter. So how many high-end GPU chips did Nvidia sell?
Energy consumption issues and the heat generated by AI training and inference computing have the semiconductor industry looking for Silicon Photonics partners such as Bay Photonics to develop solutions to solve the problems.
According to a recent Reuters report, Apple's "Apple Intelligence" technology has been rumored to use Google's Tensor Processing Unit (TPU) accelerators for early-stage training, illustrating the close cooperation between Apple and Google in the AI sector. Apple may even be using Google Cloud services.
As most EV industry players focus on improving battery technology to mitigate range anxiety, PurismEV has found an alternative. The Taiwan-based startup targets vehicle control. Its AI Energy Efficiency System can boost an electric two-wheeler's range by 40%.
Elephantech Inc., the first company in the world to successfully manufacture Printed Circuit Boards (PCBs) using metal inkjet printing, is seeking strategic partners to scale up manufacturing in light of rising demand.
Nvidia CEO Jensen Huang addressed the company's partnerships with Arm, High-Bandwidth Memory (HBM) manufacturers, Cloud Service Providers (CSP), and Taiwan's high-tech supply chains, which are led by TSMC, during a press Q&A session at Computex 2024 in Taipei. He also shared his vision for AI and commented on the competition. The following is a summary of the Q&A session.
In March, China Resources announced the stunning news of acquiring SMIC's shares of JCET Group, a packaging and testing firm invested by China's National IC Industry Investment Fund (the "Big Fund"). The deal is a delicately calculated move rendering China Resources control over JCET and Sandisk.
PC industry players are eagerly anticipating the arrival of AI PCs to drive a new wave replacement cycle, with Microsoft defining specifications for AI PCs under the Copilot+ PC label that includes the integration of NPUs and chip capabilities reaching 40+ TOPS.
Intel CEO Pat Gelsinger's keynote at COMPUTEX 2024, specifically mentioned the collaboration with TSMC, which allowed Intel to realize the mass production of Lunar Lake in advancing AI PCs. This move raises questions about whether it is an attempt to repair the relationship with TSMC.
Semiconductor foundry companies have started to compete in the 2nm process shortly after their 3nm production lines started humming to mass produce for customers. There is something to learn from Samsung's 6-month lead to producing 3nm wafers with Gate-All-Around (GAA) architecture in June 2022.
The long-rumored third phase of China's national semiconductor fund, commonly known as "the Big Fund," has finally been officially announced. The fund scale of CNY344 billion (US$47.5 billion) makes it the largest funding project in China's chip history and far exceeds previous market expectations.
