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Friday 24 November 2023
Gigabyte to see brand mobo shipments rebound
Gigabyte Technology will see its brand motherboard shipments rebound to 10 million units in 2023 and rise to 11.5 million units in 2024, according to industry sources. In 2022, shipments...
Thursday 23 November 2023
Co-Tech expects steady growth in AI server demand
Copper foil manufacturer Co-Tech Development anticipates a consistent increase in demand for AI servers.
Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Tuesday 21 November 2023
Board manufacturers' planning for servers finally paid off as Gigabyte and Asus reap results
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Monday 20 November 2023
Global server market, 3Q 2023

Introduction

Friday 17 November 2023
Ingrasys exhibits advanced cooling architecture and server solutions at SC23
To showcase its prowess in hardware technology amid the upcoming demand for highspeed computing, Foxconn Group subsidiary Ingrasys exhibited several cutting-edge technologies and...
Friday 17 November 2023
WPG optimistic about industry M&A trend
Taiwan-based IC distributor WPG Holdings has a positive outlook on the impact of IC distributor mergers and acquisitions (M&A) on industry development and expects the semiconductor...
Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Tuesday 14 November 2023
Winbond anticipates surge in demand for HBM amid AI server boom
The Taiwan-based semiconductor manufacturer Winbond is gearing up for a significant uptick in the demand for high-bandwidth memory (HBM), driven by the rise of generative AI. Chen...
Tuesday 14 November 2023
Impact of chip bans in the server industry; orders shower from Southeast Asia
Taiwanese companies such as Gigabyte and Asustek Computer (Asustek) have recently received massive amounts of orders from Southeast Asia, having secured supplies from Nvidia. Sources...
Friday 10 November 2023
Wistron sees net profits soar thanks to AI servers
The recent trend in AI servers has been a boon for component supplier Wistron: with Nvidia and AMD both placing orders for AI GPU baseboards and modules, the company has seen its...
Thursday 9 November 2023
AI server: amid the surge of liquid cooling don't count out air cooling fans yet
Liquid cooling technology has been gaining attention due to the substantial heat dissipation requirements of AI servers. But does this mean that air-cooling fans are becoming obsolete?...
Thursday 9 November 2023
Nvidia H100 boosts supply as Gigabyte targets US$15 billion in annual server revenue
Gigabyte is capitalizing on the surge in demand for Nvidia AI GPUs, coupled with the early normalization of graphics card inventory and a gradual resurgence in demand. The third quarter...
Wednesday 8 November 2023
Taiwanese ODM Wiwynn sees AI server revenue share growth and secures big-ticket clients
Wiwynn, a server ODM, revealed in its online earnings call on November 7th that demand for AI servers is robust, and it projects that demand for both general-purpose and AI servers...
Tuesday 7 November 2023
New server processor availability to boost copper foil demand
The introduction of new server processors by Intel and Advanced Micro Devices (AMD) will increase RG series copper foil demand through 2024, according to Co-Tech Development, a Taiwanese...
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