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AMD's new game in town: US$4.9 billion bet to challenge Nvidia's AI dominance

In a bold move to bolster its position in the fiercely competitive AI and data center markets, AMD has acquired ZT Systems for US$4.9 billion. This strategic acquisition signals AMD's intent to close the gap with Nvidia and marks the latest in a series of acquisitions and corporate investments supporting its AI strategy.

Credit: AFP

Harnessing photons as the next frontier in information technology

There are four fundamental forces in nature, ranked from strongest to weakest: strong interactions, electromagnetic interactions, weak interactions, and gravity. While nuclear energy is associated with strong interaction, the advancements of 20th and 21st-century civilization have largely been driven by applications of electromagnetic interaction.

Credit: AFP

Wiwynn sues X for US$61 million over unpaid server parts amid shifts to consignment model

Wiwynn, a Taiwanese cloud infrastructure provider, is suing X (formerly Twitter) for US$61 million, alleging a breach of a 2014 purchase agreement due to non-payment for approximately US$120 million in server parts. This lawsuit comes as Wiwynn shifts to a new business model where customers purchase and store components in Wiwynn's warehouses before assembly.

Credit: AFP

TSMC breaks ground on EUR10 billion semiconductor fab in Dresden

ESMC has commenced construction on a new semiconductor fabrication facility in Dresden, Germany. The joint venture between TSMC, Robert Bosch, Infineon, and NXP is investing over EUR10 billion (US$11 billion) to establish the EU's first FinFET-capable pure-play foundry. This facility is anticipated to enhance semiconductor manufacturing capabilities in Europe and generate significant employment opportunities.

Credit: AFP

ESMC breaks ground on Dresden fab

European Semiconductor Manufacturing Company (ESMC), a joint venture between TSMC, Robert Bosch, Infineon Technologies and NXP Semiconductors, has held a groundbreaking ceremony to officially mark the initial phase of land preparation for its first semiconductor fab in Dresden, Germany. The event brought together government officials, customers, suppliers, business partners and academia to celebrate a milestone in establishing what will be the EU's first-ever FinFET-capable pure-play foundry.

Credit: TSMC

AI data center chip demand to slow beyond 2026, says Omdia

The current hypergrowth in GPUs and other accelerator chips for AI in the cloud and the data center will eventually decelerate but not until it has transformed the industry, according to Omdia. The market will ultimately reach US$151 billion in 2029, having grown from just under US$10 billion in 2022 to US$78 billion this year.

Credit: DIGITIMES

Infineon completes sale of Philippines and South Korea backend sites to ASE

Infineon Technologies has completed the sale of its two backend manufacturing sites, one in Cavite, Philippines, and one in Cheonan, South Korea, to two fully owned subsidiaries of ASE, a Taiwan-based provider of independent semiconductor manufacturing services in assembly and test, according to the semiconductor IDM company.

Credit: DIGITIMES

Global server shipments up both 2Q24 and 3Q24 thanks to major CSPs in US, says DIGITIMES Research

Global server shipments grew by 7.3% sequentially in the second quarter of 2024, surpassing previous forecasts. The main reasons are the initiation of general-purpose server updates by more large US cloud service providers and the continuous increase in procurement and shipments of high-end AI servers by cloud service providers and brand vendors, according to DIGITIMES Research's latest server report covering the second quarter and second half of 2024.

Credit: DIGITIMES

Intel announces cost reduction plan, expects to reduce tile production outsourcing to TSMC in 2026

Intel has unveiled a cost reduction plan involving significant layoffs, substantial cuts in operating expenses, and a sharp reduction in capital expenditures (capex). The announcement comes as the company projects a weak financial outlook. Intel plans to ramp up in-house chip manufacturing and decrease its reliance on outsourcing to TSMC in 2026.

Credit: AFP
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