While Nvidia CEO Jensen Huang is visiting supply chain partners in Taiwan to secure production capacity for its high-end AI GPUs, the company is plagued by limitations on its China-specific H20 AI GPU technology. It is unusually lowering sales prices in the Chinese market to counter increasing rivalry from Chinese players, particularly Huawei, which is reportedly set to launch a new comparable 5nm AI GPU in 2025.

These are the most-read DIGITIMES Asia stories in the week of May 27 – May 31.

Leading Taiwanese PCB manufacturer Unimicron held its shareholders' meeting.

Apple's WWDC developers conference is set to begin on June 10, and CEO Tim Cook has repeatedly hinted that more AI news will be released at the event. However, with other tech companies already embarked on the journey of generative AI, what Apple "doesn't do" might be more important than what it "does do."

Driven by the generative AI boom, Nvidia has solidified its dominance, capturing over half of the data center processor market. Its market share sits between 58% and 70%, depending on the calculation method used for revenues or shipment volumes.

India is facing a talent shortage amid a growing semiconductor ecosystem. India's trading partners are concerned about India's import management system, which may be replaced by a stricter quota-based system in October.

Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jansen Huang is determined to flex his muscles to steal the spotlight from competitors by announcing a new platform and AI PC wins ahead of the big event.

Tesla is said to proceed with a plan to launch its Full Self-Driving (FSD) software in China. The EV company is on track to register the technology and aims to activate the service later this year.

As Taiwan M&A and Private Equity Council (MAPECT) commemorates its 10-year anniversary with the release of the 2024 Taiwan M&A Whitepaper on May 29.

Skymizer, a prominent Taiwan-based AI system software provider known for its compiler optimization solutions, has announced the release of EdgeThought, its new software-hardware co-design AI ASIC IP.

Charles Shen, Chairperson of Zhen Ding, the major PCB company, stated that the first half of 2024, as in previous years, is the off-season for operations. However, compared to the lower point in the same period of 2023, there will still be annual growth. Shen emphasized that 2024 is a year of operational recovery for Zhen Ding, and the company will continue to implement its strategy of "aiming global, aiming high."