TSMC Chairman Mark Liu was asked to comment on all things artificial intelligence-related at the SEMICON Taiwan 2023 industry event. According to a Nikkei Asia report, he foresees supply constraints lasting until the tail end of 2024: "It's not the shortage of AI chips. It's the shortage of our chip-on-wafer-on-substrate (COWOS) capacity...Currently, we can't fulfill 100% of our customers' needs, but we try to support about 80%. We think this is a temporary phenomenon. After our expansion of advanced chip packaging capacity, it should be alleviated in one and a half years." He cites a recent and very "sudden" spike in demand for COWOS, with numbers tripling within the span of a year. Market leader NVIDIA relies on TSMC's advanced packaging system—most notably with the production of highly-prized A100 and H100 series Tensor Core compute GPUs.

These issues are deemed a "temporary" problem—it could take around 18 months to eliminate production output "bottlenecks." TSMC is racing to bolster its native activities with new facilities—plans for a new $2.9 billion advanced chip packaging plant (in Miaoli County) were disclosed during summer time. Liu reckons that industry-wide innovation is necessary to meet growing demand through new methods to "connect, package and stack chips." Liu elaborated: "We are now putting together many chips into a tightly integrated massive interconnect system. This is a paradigm shift in semiconductor technology integration." The TSMC boss reckons that processing units fielding over one trillion transistors are viable within the next decade: "it's through packaging with multiple chips that this could be possible.".

FSP has declared that it intends to update its entire 2023 PSU product lineup to include the latest "12V-2x6" power connector (part of the ATX 3.0 standard)—harukaze5719 posted about this development earlier today, citing a Quasarzone article. We heard mid-summer about PCI-SIG plowing ahead on an all-new ATX 3.0 connector to replace the 16-pin (12+4) 12VHPWR plug. They hope to introduce some key improvements with their new design, mainly in the areas of ease-of-use and safety.

TPU staffers had hands-on time with FSP's 2023 PSU product line at their Computex 2023 booth, showcased units were equipped with 16-pin 12VHPWR (at the time). Quasarzone's report (covering a recent press conference) has the following FSP power supply families listed with updates to the new "12V-2x6" standard: Hydro G PRO 1200 W ATX 3.0, Hydro PTM X PRO ATX 3.0 and Dagger PRO ATX 3.0.

Seagate has revealed that it has received revenue for Exos Corvault systems during a fourth quarter and fiscal year 2023 conference call—the latest server range is equipped with heat-assisted magnetic recording (HAMR) hard drives. We heard about evaluation samples being sent out to an important data center client around Spring time, but fresh corporate announcements have revealed that the first commercial HAMR-based systems have been picked up by paying customers. Gianluca Romano, the firm's chief financial officer stated: "Importantly, we shipped our first HAMR-based CORVAULT system for revenue as planned during the June quarter. We expect broader availability of these CORVAULT systems by the end of calendar 2023."

Seagate's chief executive, Dave Mosley, also revealed that higher capacity HAMR-based nearline hard drives have been sent out for testing in the field. He boasts that this was achieved during corporate cost cutting initiatives: "We reduced production output by approximately 25% compared with peak volume in order to drive better supply/demand dynamics and enhance profitability as the markets recover. And all of these accomplishments were made while delivering on our 30 TB+ HAMR product development and qualification milestones with volume ramp on track to begin in early calendar 2024...Initial customer qualifications are progressing well. We are on track to begin volume ramp in early calendar 2024. We are also preparing qualifications with a broader number of customers, including testing for lower capacity drives targeting VIA and enterprise OEM workloads." He also outlined plans to keep PMR and SMR hard drive technologies alive for another generation: "Development efforts on what may be our last PMR product are nearing completion and will extend drive capacities into the mid- to upper 20 TB range." Clients who are reluctant to jump onto HAMR could be offered some alternatives—24 TB+ models based on PMR+TDMR and SMR+TDMR configurations are roadmapped for release by the end of the year.

Intel has responded to the high demand for advanced chips in mainland China by bringing its processor, the Gaudi2, to the market. This move comes as the country grapples with US export restrictions, leading to a thriving market for smuggled NVIDIA GPUs. At a press conference in Beijing, Intel presented the Gaudi2 processor as an alternative to NVIDIA's A100 GPU, widely used for training AI systems. Despite US export controls, Intel recognizes the importance of the Chinese market, with 27 percent of its 2022 revenue generated from China. NVIDIA has also tried to comply with restrictions by offering modified versions of its GPUs, but limited supplies have driven the demand for smuggled GPUs. Intel's Gaudi2 aims to provide Chinese companies with various hardware options and bolster their ability to deploy AI through cloud and smart-edge technologies. By partnering with Inspur Group, a major AI server manufacturer, Intel plans to build Gaudi2-powered machines tailored explicitly for the Chinese market.

China's AI ambitions face potential challenges as the US government considers restricting Chinese companies access to American cloud computing services. This move could impede the utilization of advanced AI chips by major players like Amazon Web Services and Microsoft for their Chinese clients. Additionally, there are reports of a potential expansion of the US export ban to include NVIDIA's A800 GPU. As China continues to push forward with its AI development projects, Intel's introduction of the Gaudi2 processor helps country's demand for advanced chips. Balancing export controls and technological requirements within this complex trade landscape remains a crucial task for both companies and governments involved in the Chinese AI industry.

Veeo, based in Las Vegas, NV, is proud to announce its first T-OLED-based display, named Veeo T30 at INFOCOMM 2023. Veeo's BDC system, centrally placed behind a 30" or 50" LG T-OLED display panel, captures images of users sitting on the opposite side with a perspective as if the camera is placed in the front center of the screen. When captured this way, video images are more aligned with the user's line of sight when looking at the display content. This contrasts the effect when a camera is placed on the top edge of a display, creating the erroneous impression that the user is lowering their eyes to avoid eye contact with people on the other end.

With Veeo T35, users in video conferences appear to be looking at one another, eye-to-eye, with the BDC aligned with the user's eye level. This brings us one step closer to recreating the in-person meeting experience where users can look at each other in the eye. "Veeo is a game-changer in the world of remote collaboration," says Bayley Pierson, Veeo's Director of Product Marketing. "It solves the two biggest problems of virtual communication, delivering a genuine face-to-face connection while allowing for seamless collaboration on digital content. Veeo is the future of video conferencing, and we're thrilled to be at the forefront of this revolution."

Seagate has recently published a preview of its next generation product hard drive lineup that utilize heat-assisted magnetic recording (HAMR) technology. A company roadmap indicates that the first commercial release of 32 TB capacity HAMR Mach 2 drives is penciled in for a Q3 2023 window, with a short hop to increased storage (40 TB) models predicted for launch in 2024. Seagate is also expected to release 24 TB and 28 TB capacity HDDs - based on the older perpendicular magnetic recording (PMR) technology - at some point in the near future. Technology news outlets anticipate that these two product ranges will co-exist for a while, until Seagate decides to favor its more advanced thermal magnetic storage solution. A lucky data center client has been getting hands-on time with evaluation HAMR hardware, as reported in late April. Seagate has since supplied other enterprise customers with unspecified HAMR HDD models.

Executives at Seagate have been openly discussing their HAMR products - destined to sit in new Corvault server equipment. Gianluca Romano, the company's chief financial officer, mentioned several models during a presentation at the Bank of America 2023 Global Technology conference: "When you go to HAMR, our 32-terabyte (model) is based on 10 disks and 20 heads. So same number of disks and head of the current 20-terabyte PMR...So all the increase is coming through areal density. The following one, 40-terabyte, still (has) the same 10 disks and 20 heads. And also the 50 (TB model), we said at our earnings release, in our lab, we are already running individual disk at 5 terabytes."

TAITRA (Taiwan External Trade Development Council) today announced that NVIDIA founder and CEO Jensen Huang will deliver the keynote address in person at COMPUTEX 2023. The keynote will take place at the Taipei Nangang Exhibition Center Hall 2 on Monday, May 29, at 11:00 AM (UTC+8), and cover advanced developments in the fields of accelerated computing and artificial intelligence. Welcome to join and Register Now. A livestream and replay of the keynote will be available here.

NVIDIA, the pioneer in accelerated computing that enabled the AI revolution, announced at its most recent GTC conference a series of breakthroughs in generative AI, simulation and collaboration that are boosting productivity and efficiency for leading companies around the world. At this year's COMPUTEX Forum, NVIDIA's Greg Estes, VP of Corporate Marketing and Developer Programs, will deliver a talk entitled "Racing Towards the Industrial Metaverse", sharing how NVIDIA and its partners are using Omniverse, generative AI, and accelerated computing to enable an exciting new era of 3D workflows. His talk will take place on Tuesday, May 30, from 2:30 to 3:00 p.m.

Seagate is celebrating the debut shipment of very sophisticated storage solutions to a preferred client (dealing in the cloud data center sector). These 30+ terabyte hard drives are based on heat-assisted magnetic recording (HAMR) technology - the American data storage company is setting up its next generation Corvault range with the thermal magnetic recording methodology. The first shipment of HAMR-based drives is reported to consist of final qualification samples, but Seagate is anticipating that fully verified equipment - after trial customers give this new product lineup a thumbs-up - will be generating revenue in the coming weeks.

According to a transcript of a recent Seagate financial meeting conference call, CEO Dave Mosley mentioned a dip in business as well as a costly legal settlement, but expects company fortunes to rise due to client uptake of breakthrough storage technologies: "Beyond this cycle, we remain excited about the long-term opportunities presented by the secular growth of data and the relevance of mass capacity storage as new data-centric applications emerge and more workloads migrate to the cloud. We continue to make strong progress on our industry-leading technology road map, including launching HAMR-based products this quarter, which we believe put us in outstanding longer-term position."

Taiwan's External Trade Development Council (TAITRA) has announced the keynote speaker for Computex 2023 - NVIDIA co-founder and current CEO Jensen Huang is confirmed as the main host of the opening ceremony event. The forthcoming computer trade show will have a general opening on May 30, with a keynote address delivered by Huang scheduled for the day before. Computex 2023 is set to be hosted at the Taipei Nangang Exhibition Center (Hall 1 & Hall 2) until June. Co-organizer TAITRA boasts that 1000 exhibitors (from 17 nations) will participate in show floor activities. 3000 individual booths will be setup for exploration by prospective attendees.

Huang is one of several key electronics company CEOs announced as participants in conference events. He joins key representatives from firms such as Qualcomm, Acer, NXP Semiconductors and Supermicro. NVIDIA's leader was named in Time's 100 List of Most Influential People for the year 2021, and is a winner of numerous other awards, so it is no wonder that he gets top billing at Computex 2023. Attendees have a lot to look forward to, not limited to a (potentially) dynamic keynote speech delivered by Huang, since this year's show will be an open door affair. A return to proceedings last experienced in 2019, prior to global shutdowns.

Ubisoft has reversed its February decision to be a presence at this year's Electronic Entertainment Expo in Los Angeles, instead it will be holding a separate event in the city with coincidental timing. Ubisoft spokesperson Heather Haefner yesterday provided a statement to The Verge: "E3 has fostered unforgettable moments across the industry throughout the years. While we initially intended to have an official E3 presence, we've made the subsequent decision to move in a different direction, and will be holding a Ubisoft Forward Live event on June 12 in Los Angeles. We look forward to sharing more details with our players very soon."

Ubisoft had previously confirmed its attendance in a statement to Games Industry.biz earlier this year: "E3 is a special moment for our industry and we are excited to showcase our strong line-up in Los Angeles in June. We are still finalizing the details of our plans and look forward to sharing more soon." CEO Yves Guillemot has also hinted in the recent past that he wanted the company to attend E3 2023, but this was prior to the whole event being given the go ahead by co-organizers Entertainment Software Association and ReedPOP. E3 2023 is set to be the first in-person Electronic Entertainment Expo event held since 2019.

Mitsui & Co., Ltd., one of Japan's largest business conglomerates, is collaborating with NVIDIA on Tokyo-1—an initiative to supercharge the nation's pharmaceutical leaders with technology, including high-resolution molecular dynamics simulations and generative AI models for drug discovery.

Announced today at the NVIDIA GTC global AI conference, the Tokyo-1 project features an NVIDIA DGX AI supercomputer that will be accessible to Japan's pharma companies and startups. The effort is poised to accelerate Japan's $100 billion pharma industry, the world's third largest following the U.S. and China.

Sony executive deputy president and CFO Hiroki Totoki made a number of declarations at the Morgan Stanley Technology, Media & Telecom Conference that took place on March 6, 2023. Totoki-san outlined corporate strategies for the Japanese technology and entertainment giant. During a discussion about Sony Group Corporation's investment budgets, he stated that 700 billion Yen has been allocated to spend strategically across several company divisions in 2023, this converts to just over 5 billion US dollars. This represents the remainder of a 2 trillion Yen budget that was announced back in 2021, as a three year long strategic investment plan.