TSMC Denies Developing 3D DRAM for Nvidia
TSMC denied reports that it is developing 3D DRAM at Nvidia's request, reiterating its focus on IC foundry services. Although sources claim TSMC has begun planning 3D DRAM production for AI hardware, the company officially denied the story, stating its mission remains centered on logic chips.
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Argonne National Lab Expands GPU Compute for Autonomous AI Research
Argonne National Laboratory announced an expansion of its AI inference services, supported by a 100x boost in GPU memory. The new compute capacity will support autonomous laboratory research initiatives, aiming to enhance the efficiency of scientific discovery and simulation while strengthening the facility's computational infrastructure capabilities.
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Tesla updates AI accelerator roadmap: SI6 achieves 80x HW4 compute
Tesla unveiled an updated AI accelerator roadmap, with the SI6 inference chip offering 80x the compute of the current HW4. The Dojo D3 training chip will feature a multi-chip design and stacked HBM. Tesla also announced a rebranding of its AI initiatives to 'Super Intelligence' (SI).
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NVIDIA Funds ASE to Expand CoWoS Advanced Packaging as TSMC Capacity Tightens
Advanced packaging has become a critical bottleneck for AI chip production. NVIDIA is providing billions of dollars to support ASE's subsidiary Silan Precision to expand CoWoS capacity amid tightening supply from TSMC.
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Intel rumored to halt Arc B580 for AI pro cards
Industry reports suggest Intel is considering halting production of the Arc B580 gaming GPU to shift capacity to Arc Pro workstation cards. The move reflects the squeeze from AI edge inference hardware, with Intel aiming to capture higher margins in the enterprise market.
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MediaTek AI ASIC revenue hits $2.5B amid investment recovery
MediaTek's Q4 AI ASIC revenue is projected at $2.5 billion. CEO Rick Tsai noted that a transition period remains for investment recovery amid rising AI capex.
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