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Thursday 4 January 2024
Decoding the 2023 server landscape and anticipating a 3.5% growth to 15 million shipments in 2024
After a lukewarm 2023, the server industry is poised for a prosperous 2024. Indications from the supply chain suggest a decline in general-purpose server shipments, but a revival...
Thursday 4 January 2024
AI GPU supply to stay tight in 2024, says Gigabyte chairman
The supply of AI GPUs will continue to fall short of demand, according to Dandy Yeh, chairman of Gigabyte Technology.
Wednesday 3 January 2024
Nvidia still leads the way for supply chain manufacturers in 2024
After being the focus of 2023, Nvidia will continue to be a pillar behind the PC and server industries in 2024. The company's upcoming product launches at CES 2024 are rumored to...
Friday 29 December 2023
AI servers, LEO satellites to contribute to Line Tek growth in 2024
Taiwanese power cord and cable manufacturer Line Tek Electronic has been actively deploying in niche markets such as low-Earth-orbit (LEO) satellites and expects new products related...
Thursday 14 December 2023
Wiwynn chairperson explores challenge of power efficiency in AI servers
Emily Hong, the Chairman of the Taiwan-based server ODM giant Wiwynn, has indicated that despite Nvidia's current dominance in the AI server industry, numerous companies are making...
Tuesday 12 December 2023
PCB firms upbeat about AI server demand
A surge in AI server demand will help related PCB vendors recover from setbacks they encountered in 2023, according to industry sources.
Thursday 7 December 2023
Samsung and SK Hynix will both supply HBM3 for AWS Trainium 2
Following Nvidia and AMD's footsteps, cloud service provider AWS has started to design its proprietary artificial intelligence (AI) chips. This move is deemed beneficial for the growth...
Thursday 7 December 2023
Servers drive optimism for PCB maker ACCL, as it evaluates ASEAN production
PCB maker Allied Circuit (ACCL) held its earnings call on December 6, during which spokesman Tony Chan predicted a better fourth quarter in 2023 compared to the third quarter and...
Thursday 7 December 2023
Taiwan PMIC suppliers looking to penetrate supply chain for AI servers
Taiwan-based power management IC (PMIC) suppliers are looking to penetrate the supply chain for AI servers, with many of them also developing server-use motor drive ICs, according...
Monday 4 December 2023
Taiwan-based BMC chip makers optimistic over demand growth driven by AI servers and edge computing
Seeing demand growth driven by edge computing and artificial intelligence (AI), microcontroller unit (MCU) manufacturers are making an effort to integrate AI into MCUs as well as...
Monday 4 December 2023
Taiwanese CCL makers show resilience against PCB market headwinds, bolstered by booming AI applications
Despite global inflation, rising interest rates, and challenges in the Chinese economy impacting the PCB industry Taiwan's three major copper-clad laminate (CCL) suppliers –...
Wednesday 29 November 2023
Nichidenbo sees recovery for 2Q24 with EVs and AI servers driving demand for capacitors
As 5G, AI, and EVs continue to drive demand for passive components, multilayer ceramic capacitor (MLCC) manufacturers see growing opportunities for high-capacity and small-sized products,...
Tuesday 28 November 2023
GPU antitrust to challenge Nvidia
Nvidia should have been prepared for antitrust action concerning AI GPUs, according to sources at motherboard manufacturers.
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Monday 27 November 2023
OSE sees 2024 growth, thanks to NAND and AI servers
Orient Semiconductor Electronics, Ltd.(OSE), a matured logic IC and NAND Flash memory semiconductor packaging & testing service and electronic manufacturing service (EMS) provider,...
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