The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership,...
The strong growth momentum in cloud service providers' (CSPs) AI server investments is set to continue since the risk of under-investment still far outweighs over-investment, said...
Instead of building a foundry production line at its P4 facility as previously planned, Samsung Electronics reportedly plans to prioritize building a memory production line, highlighting...
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as...
The rapid deployment of AI servers by cloud giants is set to dramatically increase power consumption in the coming years. However, this technological advancement presents both challenges...
Major Copper Clad Laminate (CCL) makers EMC, Iteq, and Taiwan Union Technology Corporation (TUC) are forecasting a bumper year, as demand for AI servers continues to trend high leading...
The supply of Universal Quick Disconnects (UQD) for liquid cooling solutions has become tight, which may become the main bottleneck for AI server liquid cooling growth, according...
Samsung Electronics has nearly doubled its NAND Flash production in the second quarter of 2024 after hitting a low point in the fourth quarter of 2023.
DIGITIMES Research has upwardly revised the 2024 shipment forecasts for high-end AI servers and general AI servers to increase year-on-year by 182.6% and 54.2%, respectively, according...
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
According to customs export figures released on July 9 by the Ministry of Finance, in June 2024, the export value of ICT and audiovisual products reached US$10.7 billion, marking...
Unimicron Technology aims to expand its share of the high-end IC substrate market and surpass Japanese competitors by 2025, according to T. J. Tseng, chairman of the Taiwan-based...
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Product testing and certification labs are upbeat about demand from the AI and automotive segments, with one of the service providers, BTL, having already seen June sales climb back...
