Updates in the PCB Industry (Debunking Rumors & Insights on Shenghong and Pengding)

Updates in the PCB Industry (Debunking Rumors & Insights on Shenghong and Pengding)

There are too many G-spots for chrysanthemums; several of my articles have been deleted by the system due to mentioning related situations. I do not keep drafts, so teachers, please do not ask what was written; if it’s gone, it’s gone. If you find the article useful, I suggest taking screenshots after reading. Due to … Read more

Reflections on the Chip Industry: A Shift in Power or a New Path?

Reflections on the Chip Industry: A Shift in Power or a New Path?

Nvidia’s $5 billion investment in Intel has sparked extensive discussions within the chip industry. Some have shared the cover of Wired magazine from July 2002, featuring Jensen Huang, with his full head of black hair and dressed in black, exuding determination. At that time, he wasn’t wearing a leather jacket, and Nvidia’s market value was … Read more

A Historic Reconciliation in the Chip Industry: NVIDIA and Intel Transform from Rivals to Allies, Facing Strong Challenges from AMD and TSMC

A Historic Reconciliation in the Chip Industry: NVIDIA and Intel Transform from Rivals to Allies, Facing Strong Challenges from AMD and TSMC

CPUs and GPUs are like a pair of noisy roommates, one responsible for logical processes (CPU) and the other for crazy parallel computations (GPU). The data exchange between them (PCIe channels) is like a narrow hallway at the door, often becoming a performance bottleneck. Now, imagine this pair of roommates suddenly announcing: “We’ve decided to … Read more

China Instructs Alibaba and Others to Halt Purchases of NVIDIA Chips? Foreign Ministry Responds

China Instructs Alibaba and Others to Halt Purchases of NVIDIA Chips? Foreign Ministry Responds

Chinese Foreign Ministry spokesperson Lin Jian hosted a regular press conference on September 18.Reporters asked: Some media reported that the Chinese side instructed companies like Alibaba to terminate their purchase orders for NVIDIA chips. NVIDIA CEO Jensen Huang expressed disappointment regarding the reports. What is the Chinese side’s response? Can you confirm the related reports?Lin … Read more

How Way Group Officially Enters NVIDIA Supply Chain

How Way Group Officially Enters NVIDIA Supply Chain

Has How Way suddenly penetrated NVIDIA’s core supply chain? Is it really that simple behind the surface glamour? Here comes a straightforward truth that even a 60-year-old can understand: a company that started with mobile phone cameras suddenly claims to have entered the core circle of the world’s most powerful autonomous driving chip platform, with … Read more

The Dawn of Edge AI Hardware: Intel and NVIDIA Alliance, Who Will Capture the New Computing Dividend?

The Dawn of Edge AI Hardware: Intel and NVIDIA Alliance, Who Will Capture the New Computing Dividend?

1. News Overview Market Trends: The global edge AI hardware market is expected to reach approximately $4.8 billion in 2024, and is projected to reach $20.4 billion by 2034, with a compound annual growth rate of 16.3%. Industry Actions: Intel and NVIDIA announced a collaboration on AI infrastructure and client CPUs, leading to the development … Read more

Beyond Liquid Cooling: Huawei and NVIDIA Bet on Silicon Carbide – The 8 Most Valuable Leaders

Beyond Liquid Cooling: Huawei and NVIDIA Bet on Silicon Carbide - The 8 Most Valuable Leaders

Currently, silicon carbide has become the next-generation core material in the semiconductor field, receiving comprehensive investment and support from global tech giants such as Huawei and NVIDIA. In particular, NVIDIA’s Rubin processor will utilize a new generation of CoWoS packaging technology that employs silicon carbide as an intermediate substrate, replacing traditional silicon materials. This transformation … Read more

Beyond Liquid Cooling and PCBs: The Eight Most Valuable Leaders in Semiconductor Innovations

Beyond Liquid Cooling and PCBs: The Eight Most Valuable Leaders in Semiconductor Innovations

Beyond liquid cooling and PCBs, a new breakthrough direction in the semiconductor field has emerged. After liquid cooling and PCBs, the most promising breakthrough direction in the semiconductor field has surfaced, and the next “Victory Electronics” or “New Easy Win” may be in the making. The reason is that Huawei and NVIDIA, two industry giants, … Read more

Jensen Huang Responds Live on Why New Chips Won’t Be Manufactured by Intel, Emphasizes TSMC’s Indispensability

Jensen Huang Responds Live on Why New Chips Won't Be Manufactured by Intel, Emphasizes TSMC's Indispensability

On September 19, IT Home reported that NVIDIA founder and CEO Jensen Huang held a joint live stream with Intel CEO Pat Gelsinger early this morning to discuss the collaboration between the two companies. Intel announced yesterday that it would invest $5 billion in NVIDIA (IT Home note: approximately 35.531 billion RMB at current exchange … Read more

NVIDIA’s Jensen Huang Confirms GB10 Chip as ‘N1’, Collaboration with Intel Does Not Affect Arm CPU Progress

NVIDIA's Jensen Huang Confirms GB10 Chip as 'N1', Collaboration with Intel Does Not Affect Arm CPU Progress

This article is sourced from: IT HomeAuthor: Su Bo NVIDIA CEO Jensen Huang mentioned during a conference call regarding the NVIDIA-Intel partnership that the ‘N1’ chip, which is equipped with an Arm instruction set CPU, will be used in DGX Spark and more devices. IT Home noted that NVIDIA previously referred to the DGX Spark … Read more