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Tuesday 6 August 2024
FII reports record half-year performance thanks to AI
Benefiting from the ongoing growth driven by the AI server industry, Foxconn Industrial Internet (FII) reported its highest half-year revenue and net profit since going public in...
Tuesday 6 August 2024
Nvidia modifies Blackwell chip roadmap before production, say sources
Nvidia is said to be making major changes to the shipment roadmap for its next-gen Blackwell chips.
Friday 2 August 2024
Delta to start shipping AI server liquid cooling products in 3Q
At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.
Tuesday 30 July 2024
Nidec shifts focus to AI server liquid cooling amidst EV market challenges
Japan-based Nidec is pivoting its focus from Electric Vehicle (EV) drive systems to AI server liquid cooling systems as the Chinese EV market is experiencing intense price competition...
Friday 26 July 2024
With leaks rumored during AI server liquid cooling tests, liability becomes major concern
Although liquid cooling has become essential for AI servers, recent reports of leaks during testing show that the technology is still in its early stages, while highlighting concerns...
Thursday 25 July 2024
Weakening Japanese yen increases pressure on Taiwan ABF substrate suppliers
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,...
Thursday 25 July 2024
CSPs stay keen on deploying AI data centers
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...
Friday 19 July 2024
Samsung reportedly elects memory over foundry at P4 to capitalize on booming AI server market
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...
Thursday 18 July 2024
Players' cards in AI server assembly market
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as...
Thursday 18 July 2024
Lite-On tackles AI energy paradox with innovative power solutions
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...
Thursday 18 July 2024
Leading CCL makers see June revenues soar thanks to AI servers
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...
Wednesday 17 July 2024
Tight supply of UQDs becomes bottleneck for AI server liquid cooling
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...
Tuesday 16 July 2024
Samsung spearheads NAND recovery as QLC, AI drive market shift
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.
Friday 12 July 2024
Global high-end AI server shipments to nearly triple in 2024, says DIGITIMES Research
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...
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
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.
megawin
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