Sources: Alibaba and Baidu have begun using their own internally designed chips to train their AI models, partly replacing AI chips made by Nvidia
Trouble Ahead for Nvidia? Deborah Sophia / Reuters : Alibaba, Baidu begin using own chips to train AI models, The Information reports Anton Shilov / Tom's Hardware : Top China silicon figure calls on ...
The demand for AI chips is driving fierce competition among HBM chipmakers, as Samsung and Micron race to catch up to SK Hynix, which has over 52% market share
surge in HBM, enterprise SSD, DDR5 server memory chip expected to drive margins Anton Shilov / AnandTech : SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out Eui-Myung Park / KED Global ...
China's Sunway unveils new CPUs with a maximum FP64 throughput of 13.8 TFLOPS, which could let China build high-performance supercomputers despite US sanctions
Anton Shilov / Tom's Hardware :
Samsung plans to cut memory chip production to a “meaningful level” after estimating that its Q1 operating profit fell 95%+ YoY to ~$450M, its lowest since 2009
no, like, really bad Msmash / Slashdot : Samsung To Cut Chip Production as Profits Plunge by 96% Adrian Potoroaca / TechSpot : Samsung scales back memory chip production as profit craters TechPowerUp ...
Report: AMD, Intel, Nvidia, and others are slashing their orders with TSMC, with the contract manufacturer's Q1 2023 sales projected to decrease by 15% QoQ
Anton Shilov / Tom's Hardware :
Jon Peddie Research: shipments of discrete GPUs fell 42% YoY to ~14M in Q3 2022, including ~6.9M units for desktop PCs, the lowest number since at least Q3 2005
Anton Shilov / Tom's Hardware :
Jon Peddie Research: there are 18 companies globally developing and producing GPUs; eight out of the 11 PC and data center GPU designers are based in China
Anton Shilov / Tom's Hardware :
Intel commits $20B to build at least two semiconductor fabrication plants on a 1,000-acre site by 2025, employing at least 3,000 people in New Albany, Ohio
and US manufacturing New York Times : Biden Looks to Intel's U.S. Investment to Buoy His China Agenda Alana Semuels / TIME : Exclusive: Intel Reveals Plans for Massive New Ohio Factory, Fighting the C...