From PC cases to Nvidia’s supplier, Chenbro shares 40 years of growth experiences

On December 17, Maggie Chen, chairperson of Chenbro, which has been designated as a server case supplier for Nvidia, was invited to speak at the 12th National Science and Technology Conference held by the Executive Yuan, where she shared her insights on the journey of managing a small and medium-sized enterprise (SME) in Taiwan. Chen noted that while PC molds used to last for 20 years, AI server case molds are now discarded within a year due to constant specification changes from Nvidia, forcing suppliers into a cycle of trial and error.

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TSMC soars while Rapidus, SMIC stumble on state crutches

The global wafer foundry landscape is undergoing a dramatic transformation. TSMC maintains its dominance in advanced nodes below 7 nanometers, while competitors Samsung and Intel continue to struggle with outdated IDM models. Meanwhile, Japan-backed Rapidus and China’s SMIC face significant technological and financial challenges despite substantial government support.

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Nvidia resolves GB200 challenges, gears up for AI dominance in 2025

Nvidia has overcome production hurdles for its highly anticipated Blackwell chip, with CEO Jensen Huang confirming the resolution of design flaws in collaboration with TSMC. Shipments are now set to begin in the fourth quarter of 2024, with a full ramp-up by the first quarter of 2025. Despite recent thermal management challenges in the GB200 Rack system, impacting shipment capacity, the supply chain confirms these issues have been resolved, ensuring smooth production.

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