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Friday 15 March 2024
Research Insight: Nvidia's path to US$100 billion in sales
DIGITIMES Research discovered Nvidia's sales in fiscal year 2025 (February 2024 to January 2025) will exceed US$100 billion from the data center market alone.
Wednesday 13 March 2024
Cloud and software companies to adopt dual-headquarter strategy in bid for Southeast Asian market
Taiwan-based cloud service providers (CSP) and software companies have been increasing their investments in Southeast Asia, as they target business opportunities in the region. CloudMile...
Friday 1 March 2024
Intel launches Altera as new standalone FPGA company
Intel has announced the official launch of Altera, its new standalone FPGA company.
Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Tuesday 27 February 2024
Global server shipment forecast, 2024 and beyond

Introduction

Thursday 22 February 2024
Nvidia surges after company proclaims AI has hit 'tipping point'
Nvidia Corp. surged in late trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world's most valuable chipm...
Thursday 22 February 2024
Air cooling solutions for datacenter servers

Introduction

Wednesday 21 February 2024
Taiwan motor driver IC suppliers gearing up for heat dissipation boom
Taiwan-based motor driver IC suppliers are seeing a surge in demand for related motor driver chips as the need for heat dissipation in cloud servers and edge IT devices increases.
Tuesday 20 February 2024
Softbank's Arm isn't the AI play you think it is
Are AI stocks the new meme stocks? It certainly looks that way from the href="https://www.bloomberg.com/news/articles/2024-02-12/arm-holdings-shares-extend-blistering-rally-in-wake-of-earnings"...
Tuesday 20 February 2024
Taiwanese PMIC makers quietly proceeding with deployments in DDR5 applications
Business prospects for DDR5-related power management ICs (PMICs) have long been anticipated, yet significant momentum has yet to materialize. Despite this, optimism pervades the memory...
Wednesday 7 February 2024
AMD to bet on AI PCs, said AMD president Victor Peng
With the AI competition heating up, US chip giant AMD is betting on AI PCs and diving head-on into a race with Nvidia and Intel.
Wednesday 7 February 2024
Nvidia teams up with Singtel to deploy AI in Southeast Asian data centers
Singapore Telecommunications Limited (Singtel) announced a partnership with Nvidia to deploy AI in its data centers across Southeast Asia, offering customers access to Nvidia AI GPU...
Friday 2 February 2024
GenAI boosts US tech giants' robust earnings amid market skepticism
Major American tech firms, including Microsoft and Alphabet, have recently unveiled their financial reports, with top executives acknowledging the positive impact of generative AI...
Wednesday 31 January 2024
AMD's weak forecast overshadows prospects for AI chips
Advanced Micro Devices Inc. declined in late trading after giving a weak revenue forecast, even as the chipmaker predicted that new artificial intelligence processors would generate...
Wednesday 31 January 2024
AMD expects flat sequential growth in Data Center business, eyes on AI PCs
Despite growing revenue and a surge in operating income and profit, AMD gave a disappointing flat guidance for the current quarter. The company expects the emerging AI PCs to lead...