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Nov 21, 09:16
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's performance has been remarkable over the past two years. Nvidia is on track to double its sales for the second consecutive year, achieving profits that surpass its former total revenue.
SSD sales to outperform DRAM module sales in 2024
Nov 21, 12:55
SSD sales have been buoyed by specifications upgrades, according to industry sources, while DRAM module sales have exhibited signs of weakness. In 2024, they predict that SSD sales will surpass those of DRAM modules.
President-elect Donald Trump's proposed 10–20% tariff on all US imports, including those from Japan, South Korea, and Taiwan, has prompted Taiwan's government to prepare negotiations for exemptions based on its semiconductor and AI industry advantages, according to National Development Council (NDC) deputy minister Shien-quey Kao.
China's presence in the world of supercomputing has diminished significantly, according to the latest Top500 list. The number of Chinese systems on the prestigious ranking dropped to 62 from 134 in June 2023, marking a dramatic decline that coincides with the US Department of Commerce's decision to blacklist Inspur, a major Chinese supercomputer manufacturer, in March 2023.
The Competition Commission of India (CCI) imposed a substantial fine of INR2.13 billion (approx. US$25.3 million) on Meta, the parent company of WhatsApp, citing the abuse of its dominant market position in India.
LG Electronics is reportedly planning to establish a third plant in India, continuing its recent production expansions in the country. The move aligns with the company's potential IPO of its Indian subsidiary, signaling its commitment to growth in the region.
The generative AI (GenAI) trend has been developing for two years, but adoption in Taiwan remains limited. A DIGITIMES Research survey suggests that Taiwanese enterprises will likely reach peak adoption between 2025 and 2030. Budget constraints and a lack of specialized technical expertise are the primary obstacles hindering broader adoption.
The era of liquid cooling for servers is on the horizon, but significant challenges remain. DIGITIMES Research analyst Kaylee Chiu outlines four critical hurdles liquid cooling technology must address.
Super Micro Computer (Supermicro) has named BDO as its new accounting firm and submitted a compliance plan to Nasdaq in an effort to address delayed financial reports within the given grace period and prevent delisting. If Nasdaq approves the plan, Supermicro could receive an extension until February 2025 to submit its financial reports.
On November 19, Foxconn announced that it had successfully obtained the qualification as the best applicant for the Kaohsiung Metro Y15 Station land development project. The company aims to continue local maritime culture and build a world-class landmark on the site, where Foxconn's flagship headquarters in southern Taiwan will be located.
Jiang-song Fu, chairman of IC distributor Professional Computer Technology (PCT), projected 2024 to be the trough for their operations. Despite this, the company expects to remain profitable. He highlighted that the AI trend is set to drive substantial growth for various IoT products, including automotive electronics, over 2025-2026.
Xiaomi CEO Jun Lei recently announced the company's strongest-ever quarterly performance, a remarkable achievement given China's current economic climate. However, challenges are emerging for the tech giant.