Latest news with #Computex2025
Time of India
5 days ago
- Business
- Time of India
Analyst Warning for Intel: Nvidia, AMD and other customers don't want to use Intel's manufacturing services because…
Intel CEO Lip-Bu Tan delivers a speech during the Computex 2025 exhibition in Taipei, Taiwan, Monday, May 19, 2025. (AP Photo/Chiang Ying-ying) Major chip companies including Nvidia and AMD are reluctant to use Intel 's manufacturing services because they compete directly with Intel's chip-design business, creating a fundamental conflict of interest that threatens the struggling chipmaker's turnaround efforts. Gus Richard, a Northland Capital Markets analyst quoted by the Wall Street Journal, said Intel "can create a design environment that works for Intel, but it's hard if not impossible for anybody else to use." The warning highlights how Intel's unified structure prevents its factories from competing effectively with contract manufacturers like Taiwan Semiconductor Manufacturing Co. (TSMC) and Samsung. Intel's manufacturing operation also lacks the customer-service culture that has made TSMC successful with contract clients, according to the WSJ analysis. The company has struggled to adapt its factories, originally built exclusively for Intel chips, to serve external customers' diverse needs. Breakup pressure mounts as losses spiral The customer acquisition problems have contributed to massive financial losses at Intel's chip factories, which posted a $2.32 billion operating loss in Q1 2025 following $13.4 billion in losses last year. CEO Lip-Bu Tan faces mounting pressure to break up the company as its unified structure appears increasingly unsustainable. Separating Intel's chip-design operations from its manufacturing facilities could solve the critical business problems that have plagued turnaround efforts under former CEO Pat Gelsinger, who was ousted in December after three unsuccessful years, the WSJ reported. Intel's stock has plummeted 65% over five years while rivals AMD more than doubled and Nvidia surged 16 times in value, reflecting investor frustration with the 56-year-old semiconductor giant's struggles. Federal support provides limited relief Intel began preparing for potential separation in September by establishing its factories as a separate subsidiary with independent directors. CFO David Zinsner told the WSJ in January that the company was exploring strategic investments from financial partners and customers. Despite maintaining nearly $9 billion in cash, manufacturing assets valued at over $100 billion, and receiving $7.865 billion in federal CHIPS Act funding , reaching the billions in new revenue needed to make the manufacturing arm profitable remains uncertain. Intel hopes the unit will break even by 2027, having secured customers including Microsoft and Amazon's cloud division, though these represent smaller clients compared to major chip designers. AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Yahoo
11-06-2025
- Business
- Yahoo
MSI to unveil desktop AI supercomputer at Computex 2025, powered by Nvidia DGX
When you buy through links on our articles, Future and its syndication partners may earn a commission. MSI has confirmed it will take the covers off a host of exciting new products at Computex 2025 later this month, including a brand new desktop AI supercomputer powered by Nvidia's DGX Spark platform. The company confirmed in a press release that it will unveil its EdgeXpert MS-C931, a new desktop AI supercomputer built on the Nvidia DG Spark platform. The MS-C931 is powered by Nvidia's GB10 Grace Blackwell Superchip and is capable of 1,000 AI TOPS FP4 performance. The GB10 SoC features Nvidia Blackwell GPU architecture and fifth-generation Tensor Cores, as well as NVLink-C2C connection to Nvidia's Grace CPU, an Arm architecture core featuring 20 power-efficient chips. It will also feature ConnectX 7 networking, 128GB unified memory, and LLM support, which Nvidia has previously promised can support up to 4TB of NVMe storage, and can run up to 200-billion-parameter LLMs, or 405-billion parameter models when running two linked chips. Nvidia's DGX Spark platform promises compact and efficient performance, and comes pre-installed with Nvidia's AI software stack so that developers can run AI models from all the major players, including DeepSeek, Meta, and Google. Alongside the MS-C931, MSI also says it will unveil a new lineup of Industrial Motherboards, as well as systems powered by Intel Twin Lake, Raptor Lake Refresh, Bartlett Lake, and Arrow Lake processor families. Specifically, the company highlighted three new products. The MS-C926 is an ultra-slim fanless box PC with applications in smart retail and digital signage. The Ms-927 is an ultra-compact box PC featuring Intel Core Ultra processors for high-performance edge computing. Finally, the MS-CF20 is a new next-generation ATX motherboard featuring 16th Gen Intel Arrow Lake-S processors. MSI says it will also have live demonstrations for solutions for smart retail and digital signage. There will also be a new fanless palm box for "space-constrained industrial environments, remote control management solutions utilizing SysLink, and edge AI innovations, including LLM and chatbot applications enabled by AI smartLink software. Follow Tom's Hardware on Google News to get our up-to-date news, analysis, and reviews in your feeds. Make sure to click the Follow button.
Yahoo
09-06-2025
- Business
- Yahoo
Acer Reports May Revenues at NT$19.17 Billion, Up 3.1% Month-on-month
TAIPEI, June 9, 2025 /PRNewswire/ -- Acer Inc. (TWSE: 2353) announced its consolidated revenues for May at NT$19.17 billion with 3.1% growth month-on-month. Consolidated revenues for year-to-May reached NT$99.18 billion with 1.4% growth YoY, while Chromebook revenues grew 24.4%. Acer's strategy to expand multiple business engines continued to gain momentum. Total revenues from businesses other than personal computers [1] and displays contributed 31.5% of the group's total revenues in May and 31.8% year-to-May. At Computex 2025 that just concluded at the end of May, Acer's range of innovations including AI PCs, displays, gaming, connectivity, and smart wearables portfolio were well received. Appliance servers, medical and smart solutions from its subsidiaries were also notably mentioned. [1] Personal computers business includes desktop and notebooks About Acer Founded in 1976, Acer is one of the world's top technology companies with a presence in more than 160 countries. The company continues to evolve by embracing innovation across its offerings, which include computers and displays, while branching out to new businesses. Acer is also committed to sustainable growth, exploring new opportunities that align with its environmental and social responsibilities. The Acer Group employs over 9,000 employees that contribute to the research, design, marketing, sales and support of products, solutions, and services that break barriers between people and technology. Visit for more information. © 2025 Acer Inc. All rights reserved. Acer and the Acer logo are registered trademarks of Acer Inc. Other trademarks, registered trademarks, and/or service marks, indicated or otherwise, are the property of their respective owners. All offers subject to change without notice or obligation and may not be available through all sales channels. Prices listed are manufacturer suggested retail prices and may vary by location. Applicable sales tax extra. View original content to download multimedia: SOURCE Acer
TECHx
30-05-2025
- TECHx
ASUS Republic Reveals New Esports Gear at Computex 2025
Home » Emerging technologies » Gaming » ASUS Republic Reveals New Esports Gear at Computex 2025 ASUS Republic of Gamers (ROG) announced a new range of esports-focused products at Computex 2025. The brand reaffirmed its commitment to competitive gaming through the unveiling of several high-performance devices. The lineup includes the ROG Falcata 75% gaming keyboard, ROG Harpe II Ace gaming mouse, and the Strix Ace XG248 gaming monitor. Also revealed were the ROG Courser and Destrier Core gaming chairs, along with the ROG Sheath II XXL mouse pad. ROG emphasized that its Ace products were co-developed with professional esports players. These devices feature top-tier performance to meet the demands of competitive gaming. Max 'Demon1' Mazanov, a VALORANT Champions winner, helped design the Harpe II Ace for optimized claw and fingertip grip use. Kris Huang, General Manager of ASUS Gaming & Workspace Gear, stated, 'Our mission is simple: to equip the next generation of champions with the tools they need to reach the top.' In addition, ROG announced a brand partnership with CS2 star Mathieu 'ZywOo' Herbaut. He will assist in testing and developing new keyboard products. The brand also reported continued collaborations with esports teams like NRG Sports and Team Vitality. The newly revealed ROG Falcata is a 75% split keyboard designed for adaptability. Users can detach the left module to free up desk space for mouse movement. It uses ROG HFX V2 Magnetic Switches with a 100-million-keypress lifespan and customizable actuation ranging from 0.1–3.5mm. The keyboard offers a Rapid Trigger toggle for instant response It features 8000Hz polling rate and ROG SpeedNova 8K wireless tech Tri-mode connectivity supports USB, Bluetooth, and 2.4GHz wireless The ROG Harpe II Ace gaming mouse is built using bio-based nylon and weighs just 48 grams. It includes the ROG AimPoint Pro sensor with 42,000 dpi and track-on-glass technology. The mouse has a true wireless 8000Hz polling rate and supports ROG Gear Link for easy browser-based configuration. ASUS also revealed the Strix Ace XG248 monitor with a 610Hz refresh rate and 0.8ms input lag, designed specifically for esports. The ROG Sheath II XXL mouse pad was introduced with cooling fabric and a large surface area of 900 x 400mm. It includes a nonslip rubber base and flat-stitched edges. Additionally, the ROG Courser chair features a 90–155° recline range and 4D adjustable lumbar support. The Destrier Core, now in Moonlight White, offers a breathable mesh build and elevated armrests for mobile gaming. ZywOo, now part of Team Vitality, praised the ROG Falchion Ace keyboard. He described the switches as 'supersmooth and fast,' noting they boost his in-game confidence. With these announcements, ASUS Republic of Gamers continues to solidify its position in the esports hardware market.
Yomiuri Shimbun
29-05-2025
- Business
- Yomiuri Shimbun
Nvidia Overcomes Tariff-Driven Turbulence to Deliver Q1 Results That Eclipsed Projections
AP file photo People take a look to Nvidia's new products during the Computex 2025 exhibition in Taipei, Taiwan, Wednesday, May 21, 2025. SAN FRANCISCO (AP) — Artificial intelligence technology bellwether Nvidia overcame a wave of tariff-driven turbulence to deliver another quarter of robust growth amid feverish demand for its high-powered chips that are making computers seem more human. The results announced Wednesday for the February-April period came against the backdrop of President Donald Trump's on-again, off-again trade war that has whipsawed Nvidia and other Big Tech companies riding AI mania to propel their revenue and stock prices upward. But Trump's tariffs — many of which have been reduced or temporarily suspended – hammered the market values of Nvidia and other tech powerhouses heading into the springtime earnings season as investors fretted about the trade turmoil dimming the industry's prospects. Those worries have eased during the past six weeks as most Big Tech companies lived up to or exceeded the analyst projections that steer investors, capped by Nvidia's report for its fiscal first quarter. Nvidia earned $18.8 billion, or 76 cents per share, for the period, a 26% increase from the same time last year. Revenue surged 69% from a year ago to $44.1 billion. If not for a $4.5 billion charge that Nvidia absorbed to account for the U.S. government's restrictions on its chip sales to China, Nvidia would have made 96 cents per share, far above the 73 cents per share envisioned by analysts. In another positive sign, Nvidia predicted its revenue for the May-July period would be about $45 billion, roughly the level that investors had been anticipating. The forecast includes an estimated $8 billion loss in sales to China due to the export controls during its fiscal second quarter, after the restrictions cost it about $2.5 billion in revenue during the first quarter. In a conference call with analysts, Nvidia CEO Jensen Huang lamented that the U.S. government had effectively blocked off AI chip sales to China — a market that he estimated at $50 billion. Huang warned the export controls have spurred China to build more of its own chips in a shift that he predicted the U.S. will eventually regret. 'The U.S. based its policy on the assumption that China cannot make AI chips. That assumption was always questionable, and now it's clearly wrong,' Huang said. Despite Nvidia's lost opportunities in China, investors were heartened by the company's first-quarter performance. Nvidia's shares gained more than 4% in extended trading after the numbers came out. Nvidia's stock price ended Wednesday's regular trading session at $134.81, just slightly below where it stood before Trump's Jan. 20 inauguration. The price had plunged to as low as $86.62 last month during a nosedive that temporarily erased $1.2 trillion in shareholder wealth. The outlook began brightening for Nvidia last month after AI leaders such as Microsoft, Alphabet and Meta Platforms reaffirmed their plans to invest heavily in AI. That spending has been a boon for Nvidia because its chipsets provide the technology's brainpower, an advantage that has helped the company's annual revenue from $27 billion to $130 billion in just two years. Wedbush Securities analyst Dan Ives estimates Big Tech companies will spend about $325 billion on long-term investments primarily revolving around AI this year, with a substantial chunk of that money budgeted for Nvidia's chips 'There is one chip in the world fueling the AI revolution and it's Nvidia. That narrative is clear from these results,' Ives wrote in a research note. Trump's trade war has been raising doubts about Nvidia's ability to maintain its astounding momentum by threatening to close off other key markets besides China. In apparent attempt to curry favor with the president, Huang last month announced Nvidia will help boost U.S. manufacturing by building some of its AI chips and supercomputers in plants located in Arizona and Texas. Huang also accompanied Trump on a trip to Saudi Arabia earlier this month, signaling Nvidia's ambitions to sell more of its AI chips in the Middle East as that region attempts to lessen its economy dependence on oil. Trump also extended a helping hand to Nvidia of by rescinding the scheduled start export controls that had been drawn up under President Joe Biden's administration that would have broadened the restrictions on chips sales in foreign markets beyond the limits already in place on deals with China and Russia. 'The U.S. will always be Nvidia's largest market and home to the largest installed base of our infrastructure,' Huang said. 'Every nation now sees AI as core to the next industrial revolution.'
