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Thursday 28 November 2024
Robust AI server demand to drive Wistron's triple-digit revenue rise
Wistron anticipates reporting a three-digit percentage increase in its AI server sales for 2024, followed by another substantial three-digit growth in 2025, driven by robust market...
Thursday 28 November 2024
Foxconn to assess impact of Trump's Mexico tariff proposal
On November 25, US President-elect Donald Trump announced via social media that he would sign an executive order on his first day in office, imposing a 25% tariff on imports from...
Wednesday 27 November 2024
Supermicro returns to the battlefield with B300 as the focal point
Having emerged from its financial report turmoil, Supermicro is back in action, intensifying competition in the AI server market. Industry sources indicate that while other ODM manufacturers...
Wednesday 27 November 2024
Trump's threat of tariffs on Mexico may disrupt AI server supply chain
Donald Trump is set to return to the White House in January 2025, and he has already declared on social media that on his first day in office, he will sign an executive order imposing...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
PCB, CCL firms gearing up for 2025 AI server boom
Printed circuit board (PCB) and copper-clad laminate (CCL) manufacturers are positioning themselves to capitalize on the growing AI server demand to drive growth momentum in 2025.
Wednesday 20 November 2024
Liquid cooling for servers set to take off: 4 main challenges ahead
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...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Tuesday 19 November 2024
Supermicro names BDO as new auditor, easing AI server supply chain uncertainty
Supermicro has successfully resolved its financial reporting issues by appointing BDO as its new auditor and submitting a comprehensive plan to Nasdaq outlining steps to regain compliance...
Tuesday 19 November 2024
Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable
Passive component distributor Nichidenbo held its earnings call on November 18, during which company president and spokesman Yao-kuo Yu forecasted steady growth in the PC and consumer...
Monday 18 November 2024
NetApp seeks collaboration with Taiwanese server manufacturers to explore AI vertical market opportunities
NetApp, Taiwan's leading storage brand, has announced plans to move beyond the manufacturing sector and venture into finance, healthcare, and retail to create more growth opportunities...
Monday 18 November 2024
Foxconn advances into the AI server market at SC24, showcasing GB200 racks, new HGX products
Foxconn, through its subsidiary FII and Ingrasys, made a strong showing at Supercomputing 2024 (SC24) in Atlanta, the US, demonstrating its latest AI server technology portfolio....
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...
CHT
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research