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2. Russia plans to build up to 10 supercomputers
Russia plans to build up to 10 supercomputers by 2030, each capable of accommodating 10000 to 15000 NVIDIA H100 GPUs, which will provide Russia with performance similar to that used for training Chat GPTs. Equipped with so many H100 GPU systems, the processing capacity can reach approximately 450 FP64 TFLOPS, which is currently half of the supercomputer performance level of ExaFLOP (billions of times) that only the United States can achieve.
3. NVIDIA H100 has increased its price by 16% in Japan
Nvidia's artificial intelligence (AI) chips have seen a significant 16% price increase in Japan to cope with the depreciation of the yen, but the price increase has left Japanese generative AI developers unable to bear it. According to foreign media reports, NVIDIA's sales partner GDEP Advance in Japan raised the price of NVIDIA H100 by 16% to 5.44 million yen in September, equivalent to a surge of nearly 700000 yen in one go. Nvidia currently controls 80% to 90% of the global data center GPU market, and this high-end chip is indispensable for developing artificial intelligence services.
4. Reza Electronics acquisition of Sequas transaction approved by CFIUS
According to the official website of Renesa Electronics, on October 5th local time, the company has extended the deadline for the acquisition of all issued common shares and American depositary shares of Sequens, and Renesa Electronics' acquisition of French cellular IoT chip manufacturer Sequens has been approved by the United States Commission on Foreign Investment (CFIUS).In August of this year, Reza Electronics announced that it would acquire Sequans through a tender offer, which is expected to be completed in the first quarter of 2024.
5. With the help of the AI craze, Samsung has reached OEM cooperation with multiple manufacturers
According to foreign media "Kedglobal", recently, South Korean Fabless company Rebellions, which focuses on developing AI chips, announced the establishment of a strategic partnership with Samsung Electronics to jointly develop the next generation artificial intelligence chip Rebel.
The industry points out that Samsung's OEM business is continuously benefiting from the AI boom. In addition to collaborating with Tenstorent, Samsung is strengthening its contact with Team Red and is responsible for fulfilling AMD's Instact MI300X and other HBM orders. In early October, Canadian company Tenstorent announced that its next generation of artificial intelligence chips would be produced by Samsung's foundry in the United States. In August of this year, Groq, an American artificial intelligence solution company, also selected Samsung as the OEM of its artificial intelligence acceleration chips.
6. It is reported that Samsung Q4 will increase NAND product prices by more than 10%
According to a report from the Business Times, it is reported that in order to boost the NAND Flash chip market, it is planned to increase the price of NAND chips by more than 10% in the fourth quarter, and the price will increase as soon as October. Industry insiders believe that DRAM and NAND contract prices are expected to increase by 10% to 15% in the fourth quarter.
7. Global PC shipments decreased by 9% in the third quarter of 2023
According to preliminary statistics from Gartner, the total global shipment of personal computers in the third quarter of 2023 was 64.3 million units, a decrease of 9% compared to the third quarter of 2022. The results of the third quarter marked the eighth consecutive quarter of decline in global personal computers. Gartner predicts that starting from the fourth quarter of this year, the market will see another growth.
The number one manufacturer in the global PC market in the third quarter of 2023 remained unchanged, while Lenovo continued to maintain its top shipping volume with a market share of 25.1%
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