As more tech firms are developing their proprietary chips for AI servers, semiconductor manufacturers, including IC backend houses, are likely to benefit from the opportunities.

Nvidia's AI market dominance may be significantly challenged by multi-country antitrust investigations.

Industrial control memory module maker Innodisk expects AI product sales to account for 30% of company revenue in 2024.

Competition has been heating up in the server industry, as server makers vie not just for GPUs, but talent as well.

PCB firms have previously counted on Apple's product launches in the second half of 2024 to drive momentum. With the advent of generative AI and the ensuing surge in AI server shipments,...

IC distributors are expected to enjoy revenue driven by robust sales of server and data center products in the third quarter of 2024, while demand for automotive and industrial remains...

Ibiden, the Japanese electronic component supplier, used to be seen as an Intel supply chain partner.

Samsung Electro-Mechanics (Semco) has commenced mass production at its ABF substrate plant in Vietnam, following a KRW 1 trillion (US$ 720 million) investment announced in 2021. This...

AI servers are breaking traditional boundaries within the server industry, fostering cross-industry collaboration opportunities, with Nvidia's new GB series showcasing this trend.

Unlike other major tech companies that heavily rely on Nvidia GPUs for training and inference tasks of Large Language Models (LLM), Apple's Apple Intelligence server chips are unique...

Nvidia CEO Jensen Huang is reportedly concerned about the company's business development.

Generative AI has helped boost the server industry throughout 2024, driving high demand for AI servers and a recovery in the conventional server market.

Passive component makers have seen a marked rise in demand for new products and materials with the rise of AI servers.

As AI servers drive up the demand for liquid cooling solutions, huge opportunities for growth lie ahead, says Allen Wu, chairman of thermal solutions specialist Kaori Heat Treatmen...