TSMC’s September revenue hits second-highest; annual US$ revenue set to exceed target

TSMC’s September 2024 revenue reached NT$251.873 billion (around US$7.75 billion), fueled by high demand for next-generation smartphone, AI, and PC chips from key clients such as Apple, Nvidia, Intel, AMD, Qualcomm, and MediaTek. This represents a 0.4% growth month-on-month and a 39.6% increase year-on-year, marking the second-highest monthly revenue ever for TSMC.

Continue reading

China’s insistence on local chip usage; release of Ascend 910C muddles Nvidia’s future

Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia’s products. If this informal guidance becomes mandatory in the future, it could pose a dual threat to Nvidia’s position in the Chinese market, especially in light of Huawei’s release of the Ascend 910C.

Continue reading

Taiwan launches 3 AI centers for smart healthcare; NTUH director warns of past missteps

Taiwan is spearheading the global effort for smart healthcare with the launch of three specialized AI centers. These centers aim to address key industry challenges, focusing on crucial “last mile” issues: deployment, certification, and coverage processes. By tackling these areas, Taiwan aims to streamline AI integration in healthcare services, ultimately improving patient outcomes and medical service efficiency.

Continue reading

China unveils domestic GPU ecosystem to reduce Nvidia dependence

China Mobile recently unveiled a chip architecture migration tool called “Xinhe” as part of the country’s efforts to decrease its dependence on Nvidia’s computing chips. The tool facilitates the porting of code written for Nvidia ecosystems to Huawei or other domestic platforms. China Mobile aims to lower migration costs for computing power users and accelerate the adoption of Chinese GPUs in the market.

Continue reading