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Recent statements from AI companies indicate that the AI boom is increasing the demand for GPUs to the point where some report shortages. Nvidia claims its supply. ....
LED packaging houses Bright LED Electronics and Harvatek continue to see customers adjusting their inventories in the second quarter, putting pressure on their operations. The firms said they will exert all-out efforts to develop new products in this year s second half to ignite growth momentum. ....
China-based LED packaging houses, including MLS and DSBJ, have raised their contract quotes by up to 10% starting May, according to industry sources. ....
Marvell Technology has demonstrated high-speed, ultra-high bandwidth silicon interconnects manufactured using Taiwan Semiconductor Manufacturing Company s (TSMC) 3-nanometer (3nm) process. Marvell s industry-first silicon building blocks in this node include 112G XSR SerDes (serializer/de-serializer), Long Reach SerDes, PCIe Gen 6/CXL 3.0 SerDes, and a 240 Tbps parallel die-to-die interconnect, according to the chip vendor. ....