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Wednesday 14 February 2024
Aces lands orders for high-speed AI server cables from US CSP; to see rising 2024
Taiwan-based connector maker Aces Electronics had a slipping performance in 2023 revenues due to the IT industry's instability, issues in the external environment, and clients' keen...
Tuesday 6 February 2024
Taiwan-based NB ODMs pivot resources to HPC and AI in 2024
In a recent shift, Taiwan-based laptop ODMs are directing their 2024 resources toward non-notebook ventures, notably in High-Performance Computing (HPC) and AI.
Friday 2 February 2024
Global server market, 4Q 2023

Introduction

Thursday 1 February 2024
No off-season in 2024 for server makers as AI bolsters growth
Leading US server brand Supermicro has been among the first companies to release its financial report for the preceding quarter, and its optimistic forecast for the current season...
Thursday 1 February 2024
WT Micro sees AI server application orders generate more revenue
IC distributor WT Microelectronics anticipates that revenue generated from orders related to AI server applications will more than double year-on-year in the first quarter of 2024,...
Tuesday 30 January 2024
Inventec expects AI server shipments to surge in 2024
Inventec's AI server shipments in 2024 are predicted to more than double compared to 2023, according to Jack Tsai, president of the Taiwan-based ODM. Tsai noted the increased average...
Tuesday 30 January 2024
PCB demand from AI server industry to increase
With ChatGPT significantly boosting demand for AI servers, related supply chain players have seen orders for Copper Clad Laminate (CCL), PCB, and ABF substrates increase, according...
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Tuesday 23 January 2024
Global server shipments to return to growth in 2024
Global server shipments are expected to rebound in 2024 after a decline in the previous year, according to market sources.
Tuesday 23 January 2024
For Pegatron, lower profit margins may not be drawback
Apple's no. 2 supplier, Pegatron, has faced challenges on multiple fronts, with an oversaturated smartphone market, recent iPhones being criticized for lacking innovation, and increasing...
Monday 22 January 2024
Integrated PMICs to become mainstream power solution for AI servers, says Infineon
The rapid emergence of AI servers is spurring a significant rise in demand for AI processors and propelling peripheral chips, specifically power management ICs (PMICs), into the spotlight...
Wednesday 17 January 2024
ABF substrate prices unlikely to peak in 2024
ABF substrate prices are unlikely to reach their previous high in 2024 but should have already reached their low point, according to industry sources.
Tuesday 16 January 2024
Kenmec says 'chill out' to US AI servers, posts growth
Frank Hsieh, CEO of Taiwan's Kenmec Mechanical, said the company's breakthrough AI liquid cooling equipment has entered US server chip factories.
Thursday 11 January 2024
Quanta's server business achieved double-digit growth in 2023 due to AI servers
Quanta stated that in 2024, the demand for AI server orders will remain strong. However, key component shortages persist and are only expected to be resolved in the second half of...
Tuesday 9 January 2024
New production capacity to boost Wistron AI server product shipments in 2024
Wistron is expected to see shipments of its AI server products, such as GPU baseboards, modules, and substrates hike in 2024, thanks to the arrival of new production capacity, according...
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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