Top 10 IC design houses’ combined revenue grows 12% in 2023
May 15, 2024
In 2023, the combined revenue of the world’s top ten IC design houses reached approximately USD 167.6 billion, marking a 12% annual increase, reports TrendForce.
Arm could launch its first AI chip designs in 2025
May 13, 2024
News reports say UK-based chip design licensor Arm Holdings will set up an AI chip start mass production its own AI processors in around 18 months.
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What You Need to Know About the New AI Frontier
Nvidia's triumphant reign in the AI arena has brought the semiconductor industry to a crossroads. The company has set stock market records and continues to lead the AI industry. Its outlook appears robust, and as other companies try to attach their growth projections to AI, the market shows no signs of slowing down. However, Nvidia's manufacturing base is grappling with overwhelming product demand. The competition is scrambling to keep up, and technology is struggling to match the pace of AI's advancements. This situation poses questions for the broader chip landscape and the future of innovation.
SoftBank in talks to buy AI chip designer Graphcore
May 10, 2024
Japanese investment entity SoftBank Group is planning to acquire Graphcore, a UK-based designer of AI chips, say news reports.
Saudi chip fund will pull back from China if US demands it
May 10, 2024
The CEO of Saudi Arabia's semiconductor and AI chip investment vehicle says he is prepared to divest from the Chinese market if pressure is applied by Washington.
Arm posts strong results, but sees share price dip
May 10, 2024
ARM Holdings has reported 4Q financials ahead of projections but still took a hit on the markets.
Tesla’s next-gen Dojo AI chip is in production, says TSMC
May 06, 2024
Electric car giant Tesla has started manufacturing its system-on-wafer processor, which it calls its Dojo Training Tile.
Sponsored content by Fusion
What You Need to Know About the New AI Frontier
Nvidia's triumphant reign in the AI arena has brought the semiconductor industry to a crossroads. The company has set stock market records and continues to lead the AI industry. Its outlook appears robust, and as other companies try to attach their growth projections to AI, the market shows no signs of slowing down. However, Nvidia's manufacturing base is grappling with overwhelming product demand. The competition is scrambling to keep up, and technology is struggling to match the pace of AI's advancements. This situation poses questions for the broader chip landscape and the future of innovation.
The foundry industry is showing signs of stabilisation
May 01, 2024
The foundry industry is showing signs of stabilisation, marked by a 10% QoQ growth, indicative of ongoing inventory normalisation, says Counterpoint Research.
Nvidia to buy Israeli startup Run:ai
April 26, 2024
AI chip giant Nvidia is to acquire its long-time partner Run:ai – a firm that develops software for handling complex AI computing resources.
Samsung slipped to third place in global top 20
April 18, 2024
According to Omdia's latest report the semiconductor industry experienced a downturn in the market, with 2023 revenues slipping 9% to USD 544 billion compared to 2022. This decline however follows two years of record growth – which only serves to illustrate the cyclical nature of the industry.
Arm, Intel Google and Meta launch self-designed AI chips
April 12, 2024
The future direction for dominance in the AI chip space took another turn this week as four huge stakeholders revealed their own products.
Has Samsung secured an advanced packaging deal with Nvidia?
April 09, 2024
Online reports say Samsung has sealed an advanced packaging order for NVIDIA’s AI processors.
TSMC increases its investment in US production to $65bn
April 08, 2024
Taiwan's contract chipmaker TSMC will build a new fab in Arizona in what is claimed to be the largest direct project investment by a foreign company ever.
Nvidia to build $200m AI centre in Indonesia
April 05, 2024
The world's largest chip design firm Nvidia is teaming up with Indonesian telco PT Indosat Ooredoo Hutchison to build an AI hub in Java.
Taiwan earthquake spares DRAM and foundry production
April 03, 2024
In the wake of a 7.2-magnitude earthquake off the eastern coast of Taiwan at 7:58 AM on April 3rd, TrendForce immediately investigated the damage and operational status of various manufacturers.
2023 semiconductor market revenue down 9% from 2022
March 28, 2024
A new Omdia report reveals a downturn in the semiconductor industry, with revenue down 9% from USD 597.7 billion in 2022 to USD 544.8 billion in 2023. A decline that follows two years of record growth, highlighting the cyclical nature of the semiconductor market.
Nvidia's unveils new Blackwell AI 'super chips'
March 22, 2024
All-conquering chip design firm Nvidia has launched its Blackwell graphic processing units, which are reportedly up to 30x faster than their predecessors.
AI-to-silicon startup Taalas raises $50m in two rounds
March 11, 2024
Toronto-based Taalas has secured funding to develop a platform for turning AI models into custom silicon.
SK hynix: we'll invest $1bn in HBM this year
March 08, 2024
Korea's SK hynix will spend big on the development of its high-bandwidth memory (HBM) tech as competition heats up in the next-gen AI GPU space.
Micron begins volume production of HBM3e memory
March 01, 2024
The US's biggest memory firm, Micron, has joined the race to compete in the next-gen HBM3e space, and says its new products will be used by Nvidia.
FPT and Siemens ink MOU, accelerating cooperation globally
February 29, 2024
Vietnamese ICT company, FPT, has signed a Memorandum of Understanding (MoU) with Siemens looking to collaborate on business opportunities in advancing the manufacturing sector and semiconductor chip production.
AI chip deals remain low; chip makers take over as major buyers
February 28, 2024
New research from Omdia reveals that while demand for AI chips is soaring, AI chip deals remain low – and that chip manufacturers are taking over as the major buyers.
SK hynix on HBM memory: we've sold out for 2024
February 26, 2024
If you want HBM memory to enhance your AI applications, don't go to SK hynix. The Korean memory giant has nothing left.
Nvidia stuns Wall Street with profits up 769%
February 23, 2024
Nvidia's unstoppable juggernaut powered to new milestones this week with the announcement that quarterly profits hit $12.3 billion.
MLCC shipments to dip 7% in 1Q24 amid slowing demand
February 20, 2024
The global economic deceleration is taking its toll on the tech sector’s growth, with heavyweights like Intel and Texas Instruments signaling a downturn in their recent financial forecasts.
SoftBank planning $100bn AI chip venture
February 19, 2024
Japanese investment firm, SoftBank Group is talking to Middle Eastern funds about supporting an ambitious semiconductor supply venture.
Fabless startup Sapeon to develop on-device AI chip
February 19, 2024
South Korea's Sapeon, a spin off from telco SK Group, has announced it is working on a new semiconductor optimised for on-device artificial intelligence.
Nvidia discloses investment in Arm
February 15, 2024
Nvidia tried, and failed, to acquire Arm back in 2022 – however, in a regulatory filling, the company disclosed a USD 147.3 million investment in Arm Holdings.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
Nvidia CEO: “countries must build sovereign AI infrastructure”
February 13, 2024
Nvidia’s CEO Jensen Huang says that every country needs to have its own artificial intelligence infrastructure to safeguard its own culture and capitalise on the technology's economic potential.
Arm shares jump by 50% after positive earnings update
February 09, 2024
Shares in Arm Holdings leapt yesterday when the company reported quarterly sales of $824m – 8.19% more than analyst expectations.
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