Taiwan Tech Weekly: Nvidia Highlights Intel & Mediatek; AI Server DRAM Demand; Delta Price Surges
More Nvidia Takeaways from two conferences the company spoke at -- The company highlighted support for Intel's new Foundry business, Mediatek, and...
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Ohayo Japan | US Equities-Risks Elevated? ; NUGGET: SBI HD(8473)-Carbon Trading, Jumping in Early
US Equities looks more RISK than reward to us; NKY Futs flat vs Cash; USDJPY 141.8 post-BOJ on Friday; NKY wins for 10th week; Kishida survives...
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Graphcore. A Cautionary Tale For Would-Be NVIDIA Challengers
Once valued at ~$2.8 billion, the former UK Unicorn is but a shadow of its original self. Their IPU design was far too ambitious from the outset...
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Semiconductor Events Deserving Your Attention @ 10/6/23
WSTS updates '23 forecast to reflect a 10% YoY decline in semi sales. TSMC's May revenue +19.4% MoM reflecting AI-driven surge in GPU orders. Intel...
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Taiwan Tech Weekly: TSMC Cuts Capex; Hon Hai AI Servers in Demand; ASE Winning TSMC Orders
Hon Hai reported that it gained market share globally in 2022, and that it has 40% global market share for servers. Hon Hai's AI servers expected...
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