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Thursday 30 May 2024
Nvidia CEO meets Taiwan suppliers for Blackwell GB200 AI servers
Nvidia founder and CEO Jensen Huang is in Taiwan on a whirlwind visit.
Friday 24 May 2024
Notebook shipment update, April 2024

Introduction

Thursday 16 May 2024
Quanta's 1Q24 earnings call: opportunities in AI, 3 key factors for upcoming strategies
Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax,...
Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Tuesday 7 May 2024
Taiwan notebooks, 1Q 2024

Introduction

Friday 3 May 2024
Global server market, 1Q 2024

Introduction

Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Friday 29 March 2024
Notebook shipment update, February 2024

Introduction

Friday 22 March 2024
Taiwan's ecosystem and global collaboration propel AI innovations
In a recent panel discussion at an AI Forum, industry leaders from various sectors gathered to discuss the role of AI in shaping the future, particularly focusing on the contributions...
Wednesday 20 March 2024
Taiwanese ODMs transition away from notebooks and smartphones, AI becomes key driver
The landscape of downstream electronic manufacturers is changing. 2023 was the starting point, and it will become more apparent afterward, with AI as a key driving force of this tr...
Tuesday 19 March 2024
Foxconn, Quanta, and Wistron have high hopes for AI servers
Taiwan-based ODMs and contract device manufacturers including Hon Hai Technology Group (Foxconn), Quanta Computer, and Wistron have high expectations for AI server sales this year.
Monday 18 March 2024
Non-notebook sales buoy Quanta profitability
Quanta Computer is transitioning from a notebook ODM to a manufacturer of servers and automotive devices, as non-notebook sales buoy its profitability, according to market sources.
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Monday 11 March 2024
O-RAN revolutionizes telecom: a disruptive force or a strategic alliance?
In the cutthroat world of telecommunications, a seismic shift is underway. With its promise of openness and flexibility, Open Radio Access Network (Open Radio Access Network) is challenging...
Arm Cortex -M0 series
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research