In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Lite-On Technology reported NT$28.776 billion (US$882.5 million) in revenue for the first quarter of 2024, marking a decrease of 22% from the previous quarter, and a 15.8% drop yea...
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although...
Nvidia's GTC 2024 has confirmed the architecture of AI GPU. However, the demand for water cooling is increasing along with the growth of computing power. Where 1,000 watts were deemed...
Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even...
High-speed transmission chip specialist Parade Technologies expects demand for AI PCs and AMOLED iPads to drive its sales growth in the second half of 2024.
With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers...
Lite-On Technology expects its power supply shipments for AI servers to rise 20-30% sequentially in the second quarter, said the company's president, Anson Chiu. All of its 3kW and...
Since the introduction of Nvidia's Blackwell processor platform, liquid-cooling heat dissipation has been seen as a trend in heat dissipation technology.
Copper-clad laminate (CCL) manufacturers are confident about the demand for AI applications as they actively delve into the supply chain for AI servers.
Taiwan's Ministry of Finance (MOF) released preliminary import and export trade statistics for March 2024 and found that under the strong global demand for AI servers, Taiwan's overall...
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...
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...
