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Wednesday 18 September 2024
Manufacturers scramble to catch AI server supply train heading into 2025
In the era of AI, the AI server supply chain has become the latest market phenomenon. NVIDIA's dominance in the field has spurred component and assembly manufacturers to seek entry...
Wednesday 18 September 2024
Lenovo to manufacture AI servers in India amid global reliance on supply in Taiwan
China-based Lenovo has announced plans to begin manufacturing AI servers at its Puducherry plant in southern India and has established a dedicated AI servers R&D lab in Bengaluru...
Friday 13 September 2024
Niching targets revenue boost from AI server cooling, substrates, and driver ICs
Niching Industrial, a Taiwan-based semiconductor materials and components distributor, has experienced a significant resurgence in orders for its three primary product lines –...
Wednesday 11 September 2024
Taiwan's trade surplus with US hits record high on AI server export surge
Taiwan's trade surplus with the US reached an all-time high of US$42.26 billion in the first eight months of 2024, surpassing the US$35.6 billion total for all of 2023. This significant...
Wednesday 11 September 2024
Walsin affiliate opens new PCB plant in Penang
Elna Printed Circuits, a subsidiary of PCB manufacturer Global Brands Manufacture (GBM) under Walsin Technology Group, has inaugurated a new PCB facility in Penang, Malaysia.
Tuesday 10 September 2024
HPC and AI server demand fuels strong growth for connectivity solutions in 2H24
Despite AI servers gaining traction among component suppliers and system assemblers, traditional high-performance computing (HPC) applications continue to be in high demand, according...
Thursday 5 September 2024
Low margins in HPE's AI server business spark concerns
Despite reporting a surging revenue in AI servers, Hewlett Packard Enterprise (HPE) recorded dropping gross profit and gross margin, indicating lower margins from the growing AI server...
Wednesday 4 September 2024
Cable maker VSO upbeat about AI server demand beginning in 2025
VSO Electronics, a specialist in the development, production, and distribution of connection cables, is targeting six major industries for future developments, and has begun developing...
Wednesday 4 September 2024
Dell's five-quarter-long order visibility for AI boosts confidence in server supply chain
Following Nvidia, Dell has also delivered an impressive financial report thanks to artificial intelligence (AI). Dell is highly optimistic about the upcoming demand for AI and revealed...
Monday 2 September 2024
New opportunities of hardware and application by generative AI: Seizing the US$1.5 trillion market
AI research emerged in the 1940s and made breakthroughs in areas like expert systems, natural language processing, and machine learning from the 1960s to the 1980s. Essential milestones...
Monday 2 September 2024
Despite high demand for AI servers, Taiwan's export growth lags behind other Asian Tigers
The soaring costs of AI servers have propelled Taiwan to a 42.4% surge in exports of information, communication, and audiovisual products in July.
Wednesday 28 August 2024
Foxconn quells rumors, confirms on-schedule production for major client
To dispel rumors regarding the progress of new product shipments for a major client Foxconn Chairman Young Liu has assured that production lines across the company's facilities are...
Monday 26 August 2024
ZT Systems' manufacturing up for grabs after AMD's acquisition
AMD has made a bold play in the AI computing market, announcing a US$4.9 billion acquisition of ZT Systems, a key player in hyperscale computing.
Friday 23 August 2024
Lite-On advances liquid-cooling solution shipments and AI server power supplies amid GB200 delays
Amid concerns in the AI server supply chain regarding Nvidia's delayed GB200 shipments, Lite-On Technology reports that its clients are continuing product testing, and shipments can...
Friday 23 August 2024
Repon becomes server slide provider for GB200
Repon has announced its approval as a recommended vendor for Nvidia's GB200 AI server slides. The company anticipates beginning mass production in the third quarter, with shipments...
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