Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
Major Taiwan-based IC distributors have reported double-digit sequential revenue growth for the third quarter of 2023, as inventory replenishment for mobile and several other device...
Micron Technology has extended its industry-leading 1-beta (1β) process node technology with the introduction of 16Gb DDR5 memory. With demonstrated in-system functionality at...
Foxconn (Hon Hai Technology) expects substantial revenue growth compared to the prior quarter in the fourth quarter of 2023, buoyed by a seasonal pickup in shipments for major customer...
Arlitech Electronic (Arlitech), a firm specializing in panel power inductors, is seizing the high-end GPU, CPU graphics card, and server market as industry sources revealed that the...
Quanta chairman Barry Lam has been astonished by the orders placed by AI customers, and as client-side computing power sees a five to ten-fold increase every two years, hardware manufacturers...
Montage Technology, a Chinese company specializing in memory interface products and PCIe retimer chips, remains optimistic about demand for DDR5 memory despite the weak market for...
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023,...
IC design company Weltrend Semiconductor has seen operations recover quarter by quarter as it moves inventory at a healthy pace. The company sees promising futures for both its main...
The semiconductor industry's correction period has already exceeded one year due to weak demand for smartphones and notebook computers. Nevertheless, there is a light at the end of...
Will it take until the second half of 2024 for the general-purpose server market to recover? According to Inventec, the industry's leading server motherboard manufacturer, it is still...
Mike Yang, senior VP at Quanta and president of Quanta Cloud Technology (QCT), signals an unrelenting momentum in the AI server market and dispels concerns over any imminent demand...
Server ODMs have begun large-scale shipments of AI servers equipped with Nvidia's H100 GPU in the third quarter; however, a shortfall in GPU supply may impact their deliveries, according...
