NVIDIA Blackwell GPUs are sold out for the next 12 months due to skyrocketing demand. Discover what this means for consumers ...

NVIDIA's new Blackwell B200, AMD's Instinct MI300, and Intel's Gaudi 3 AI chips use CoWoS advanced packaging, which is 3.3x ...

With overwhelming demand for cutting-edge AI hardware NVIDIA's Blackwell AI GPUs are 'sold out,' and will be for the next 12 ...

KeyBanc analyst John Vinh shared mixed quarterly supply chain findings for the semiconductor sector. The analyst revised ...

Taiwan Semiconductor's robust AI-related growth supports high revenue growth and premium valuation multiples. Read why I rate ...

Nvidia's Blackwell GPUs for AI and HPC faced a slight delay due to a yield-killing issue with packaging that required a ...

自Open AI发布ChatGPT以来，生成式AI成为一大热潮，英伟达的GPU作为AI芯片开始流行。然而，在GPU的生产中，存在两个瓶颈：台积电的CoWoS和高带宽内存（HBM），导致GPU在全球范围内短缺。

AMD公司在旧金山举办的Advancing AI 2024盛会上，其首席执行官苏姿丰推出了全新一代的Ryzen CPU、Instinct AI计算卡以及EPYC AI芯片等系列产品。 在系统架构方面，AMD采用了Infinity Fabric互连技术 ...

Blackwell GB200采用了台积电COWOS-L新工艺 ... 业绩能见度和可预期性都将增强。 2）AMD发布一年一代的最新GPU Roadmap，网络能力进化同步推进。

供应链透露，英伟达、AMD两强在GPU领域激战，近期陆续向半导体供应链 ... 据了解，英伟达、AMD新款显卡在台积电投片量产后，将迈入CoWoS封装阶段，并委由日月光投控旗下矽品，以及全球最大 ...

AMD将在台积电位于亚利桑那州的新工厂生产高性能芯片，成为继苹果之后该工厂的第二大知名客户。记者Tim Culpan报道称，知情人士证实了这一协议，但台积电拒绝置评。 位于亚利桑那州菲尼克斯附近的台积电Fab ...

Nvidia's latest Blackwell GPUs are experiencing unprecedented demand, with the company reporting that it has sold out of ...