Global server shipments slipped 5.7% sequentially in the second quarter and are likely to see only single-digit on-quarter growth in the third quarter due to brand vendors and CSPs both turning conservative toward the second half of the year, even though the new mainstream server CPU platforms are ready for supply, according to the latest figures from DIGITIMES Research's server repor

Following the publication of the revised Foreign Exchange and Foreign Trade Act in March 2023, the Japanese government on May 23 announced to impose export restrictions on 23 items of semiconductor manufacturing equipment, effective July 23. Based on DIGITIMES Research's observations, although the list includes equipment for photolithography, etching, thin film deposition, thermal processing, cleaning, inspection and other key semiconductor manufacturing processes, Japan is more likely to control the export of photolithography or thin film deposition equipment for advanced processes, which will hinder China's progress in advanced semiconductor manufacturing technologies

Tesla has seen its North American Charging Standard (NACS) gaining traction after winning Ford over two months ago. However, DIGITIMES analyst Evan Chen said Combined Charging System (CCS) Type 1, the second most-used charging connector in the US, is unlikely to be phased out soon as it has government support

Demand for generative AI (GenAI) and large language model (LLM) is rising rapidly, driven by the emergence of ChatGPT, a chatbot developed by OpenAI. For their large scale as well as the massive data sets and resources required to train LLMs, cloud service providers (CSP) are generally adopting the method of combining inference and prompt engineering for their AI solutions to support clients' customization needs, according to DIGITIMES Research's latest report focusing on the AI server industry

US government has enacted both the Bipartisan Infrastructure Law and the Inflation Reduction Act (IRA), which not only aim to bolster the sales of electric vehicles but are also intended to decrease dependency on China's EV battery supply chain

Panel technologies such as micro OLED, OLED on silicon (OLEDoS), and micro LED are being actively developed for consumer applications, as well as glasses-free 3D technologies. These technologies are expected to become mainstream for AR/VR applications by 2030, according to DIGITIMES Research's latest study on panel technologies

The K-Network 2030 strategy allotted a KRW625.3 billion (about US$500 million) budget for 6G mobile communication technology research and development from 2024 through 2028, eyeing to enhance the country's competitiveness in telecommunication technologies, according to DIGITIMES Research's latest study on South Korea's telecommunication industry

MIH is an industry alliance led by Foxconn aimed at creating an open EV platform that provides solutions encompassing everything from prototypes to customized designs. There are 14 working groups in MIH, and by organizing its members into working groups based on their areas of expertise, MIH looks to consolidate resources and accelerate the realization of software-defined vehicles (SDV). MIH has designed a software architecture that accommodates all types of software and hardware platforms and simplifies automotive software development, according to DIGITIMES' latest study on MIH

Despite being one of the primary beneficiaries of global supply chain relocation, Vietnam's electricity shortage has become acute amid the rising demand and supply crunch. DIGITIMES Research analyst Yen Chou said there would be no quick fix for the intense heat waves and imbalance between electricity supply and demand, which may become an issue on Vietnam's way to becoming the rising global production hub

China's advancement in semiconductor manufacturing will face a slowdown owing to US chip controls, followed by Japan and the Netherlands in imposing tough curbs on chipmaking machine exports. From the fourth quarter of 2022 onwards, China has observed a decline in the import of semiconductor equipment

After Apple announced the MR headset Vision Pro in June 2023, its top-of-the-market specifications and equally top-of-the-market price have left many wondering what Apple plans to achieve with such an expensive device in the still quite niche XR sector. According to DIGITIMES Research, Vision Pro will be focusing on AR and non-gaming applications at launch, with the long-term goal of giving developers time to create the "killer application" that can truly complete the VR ecosystem

Based on DIGITIMES Research's studies on Japan's 5G network rollout and applications across different frequency bands, the deployment of mmWave remains challenging and its population coverage is extremely low