Technology (Hardware/Semi) - 23 Nov 2023
Nvidia released FY3Q24 results with quarterly revenue at US$18.1bn, up 34% QoQ and 206% YoY. GPM was 74.0%, up 3.9ppts QoQ. Net profit was...
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Taiwan Tech Weekly: AMD Wins First Training Chip Order Outside NVIDIA; NVDA Prepays Amkor's Capex
AMD commits $5bn to Anthropic for it to buy AI training accelerators, NVIDIA prepaying for Arizona packaging, Samsung and SK Hynix plan expansions...
171 Views
SuperMicro China Hack. Bloomberg's Got It Wrong!
On October 4'th last week, Bloomberg published an article alleging that server motherboards manufactured in China by US-headquartered Super Micro...
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NVIDIA Enters Earnings With Strong Margins but Rising Inventory Intensity
Inventory growth outpacing revenue raises concerns about product demand, with a focus on accounts receivable and cash conversion during the earnings.
586 Views
Nvidia Is Becoming a Capacity Anchor as the AI Buildout Turns Into a Capital Cycle
The AI buildout is now a capital cycle; Nvidia and others are key players in converting GPUs into operational compute, while infra integrators and...
256 Views