|
|
|
|
|
|
|
28.10.26 - 01:54
|
Skymizer partners with Egis to develop 12nm and 6nm AI accelerators (Digitimes)
|
|
|
Taiwanese startup Skymizer has formally announced a strategic partnership with Egis Technology to develop Flow (T12), a new-generation AI inference chip. Fabricated on TSMC's 12nm node and paired with LPDDR5 memory, the solution requires just three PCIe cards and 750W of power to run 3-trillion-parameter large language models (LLMs). This represents roughly one-tenth the power consumption of a comparable Nvidia H100 deployment....
|
|
|
28.10.26 - 01:54
|
Google prioritizes frontier AI as cloud capacity runs short (Digitimes)
|
|
|
Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded by Gemini 3.0 over the same timeframe, setting a new record for the company. In his first in-depth public interview since the release, Google CEO Sundar Pichai addressed market skepticism regarding claims that "Google has abandoned frontier AI." During the interview, he outlined Google's strategy for allocating AI compute resources, managing its cloud business, and deploying long-term infrastructure....
|
|
|
28.10.26 - 01:54
|
Semiconductor equipment is not AI chip growth′s biggest bottleneck (Digitimes)
|
|
|
AI is driving a steady upward revision in chip demand, but semiconductor equipment shortages are not the biggest obstacle to expanding AI chip production, according to industry sources. Instead, talent shortages, factory construction constraints, materials availability, power infrastructure, and funding are emerging as more serious challenges, particularly in the US....
|
|
|
|
|
|
|
28.10.26 - 01:54
|
SK Hynix′s record quarter shows AI demand turning memory into a contracted, supply-limited business (Digitimes)
|
|
|
SK Hynix's third quarter suggests that, for now, the memory industry's familiar boom-and-bust pattern is giving way to something closer to a contracted, supply-constrained business. The South Korean chipmaker said on October 28 that quarterly revenue passed KRW100 trillion (US$75.38 billion) for the first time, rising 328% from a year earlier and 32% from the second quarter, with an operating margin of 80%. More telling than the record is how the company now describes its order book. Long-term agreements with 14 major customers already cover more than half of its production capacity for 2027 and 2028....
|
|
|
|
|
28.10.26 - 01:24
|
SK Hynix Posts Record Profit Amid AI Rush (Bloomberg)
|
|
|
SK Hynix posted a stronger-than-expected seven-fold surge in quarterly profit and unveiled an additional shareholder return program for 2026 worth 100 trillion won ($75 billion), underscoring relentless demand for AI hardware. Counterpoint Research Director MS Hwang puts the results in the context of broader industry trends.
(Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
