Huawei’s AI chips take another step forward as Chinese firms look for Nvidia alternatives

Huawei’s AI chips take another step forward as Chinese firms look for Nvidia alternatives

Huawei has offered samples of its Ascend 910C processor to large Chinese server companies for hardware testing and configuration, according to two sources briefed by the matter. The chip, an upgraded version of the 910B, is being offered to large Chinese internet firms, which are also major Nvidia customers, according to one of the sources, … Read more

Samsung begins mass production of industry-leading AI chip for mobile

Samsung begins mass production of industry-leading AI chip for mobile

Seoul: Samsung Electronics, the world’s largest memory chip maker, said on Tuesday it has started mass production of the industry’s thinnest mobile DRAM, LPDDR5X DRAM, tailored to on-device artificial intelligence. The new 12-nanometer (nm)-class 12 gigabyte (GB) and 16GB LPDDR5X DRAM packages are only 0.65 mm high, making them the thinnest LPDDR DRAM in the … Read more

Nvidia’s new China-ready GPUs face uncertainty as Washington signals more chip restrictions

Nvidia’s new China-ready GPUs face uncertainty as Washington signals more chip restrictions

Nvidia has not finalised the delivery time for its latest chip designed to comply with Washington’s export restrictions for China amid a potential escalation of sanctions that could derail roll-out plans, industry sources said. The California-based chip giant has developed the B20 for Chinese customers, which is a downgraded version of its most powerful Blackwell … Read more

Nvidia Stock Surges As TSMC Reports Strong AI Chip Demand Despite ‘Damaging’ Statement From Donald Trump

Nvidia Stock Surges As TSMC Reports Strong AI Chip Demand Despite ‘Damaging’ Statement From Donald Trump

Nvidia’s stock price climbed roughly 3 percent on Thursday, recovering from a 7 percent plunge the previous day due to geopolitical anxieties triggered by comments from US presidential hopeful Donald Trump. Nvidia’s recent rise coincides with TSMC’s announcement on Thursday that demand for high-end AI chips, which they manufacture for Nvidia, remains strong while supply … Read more

Tech war: Huawei wields growing influence in China’s server industry with AI chip success

Tech war: Huawei wields growing influence in China’s server industry with AI chip success

Huawei Technologies, which was forced to divest its traditional server subsidiary three years ago under pressure from US sanctions, has regained its influence in that sector on the mainland, thanks to the popularity of its artificial intelligence (AI) chips, according to industry analysts. Shares of Digital China Group, one of the major players in China’s … Read more

Nvidia cuts prices on AI chips for China amid heated domestic competition with Huawei, sources say

Nvidia cuts prices on AI chips for China amid heated domestic competition with Huawei, sources say

The flattening prices underscore the challenges Nvidia’s China business faces amid US sanctions on AI chip exports and heightened competition, casting a cloud over its future in a market that contributed 17 per cent to its revenue for fiscal 2024. The growing competitive pressure in China also adds a cautionary note to investors in the … Read more

Google unveils Arm-based Axion chips for AI, as Intel details Gaudi 3 AI chip amid race against Nvidia

Google unveils Arm-based Axion chips for AI, as Intel details Gaudi 3 AI chip amid race against Nvidia

“Our customers, first and foremost, are asking for choice in the industry,” said Intel vice-president, strategy and product management Jeni Barovian. “They are coming to us and they are expecting that Intel, as a computing leader, will follow the wave of (generative AI) and deliver solutions that meet their needs. And they are looking for … Read more

Meta Platforms to deploy in-house custom chips this year to power AI drive: internal memo

Meta Platforms to deploy in-house custom chips this year to power AI drive: internal memo

Facebook owner Meta Platforms plans to deploy into its data centres this year a new version of a custom chip aimed at supporting its artificial intelligence (AI) push, according to an internal company document seen by Reuters on Thursday. The second-generation chip, from an in-house silicon line that Meta announced last year, could help to … Read more