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Friday 2 June 2023
Supermicro expanding output to meet robust AI server demand
Supermicro is expanding production capacity at its factory sites in the US, Taiwan, and the Netherlands to meet the rising demand for AI servers, according to founder and company...
Friday 2 June 2023
Unimicron to build new IC substrate plant for AI applications
Taiwan's leading IC substrate maker Unimicron Technology will invest NT$30 billion (US$981.03 million) to set up a new plant in Taiwan dedicated to production of IC substrates with...
Thursday 1 June 2023
Team Group lands large-volume memory module orders for server applications
Memory module and SSD vendor Team Group reportedly recently landed a large-volume B2B memory module order from an international ODM, according to industry sources.
Thursday 1 June 2023
Foxconn sees high-growth market for AI servers
AI servers are a high-growth area that will drive Hon Hai Precision Industry's (Foxconn) revenue growth beginning in the second half of this year, according to company chairman Young...
Thursday 1 June 2023
AI server chips in short supply
Nvidia's A100, A800, and H100 AI server processors have been in short supply, with Google, Microsoft, and other cloud service providers given supply priority, according to industry...
Wednesday 31 May 2023
Foxconn chairman: we won't be absent in the AI server market
Foxconn (Hon Hai Technology Group) held its shareholders' meeting on the May 31. Chairman Young Liu stated that Foxconn has a comprehensive product portfolio in the ICT field, including...
Wednesday 31 May 2023
Computex 2023: ODMs showcase AI servers and other new products
Quanta Cloud Technology (QCT), Supermicro, Giga Computing Technology (GCT), Mitac Computing Technology (MCT), and Ingrasys Technology, a Foxconn Industrial Internet (Fii) subsidiary,...
Wednesday 31 May 2023
Cloud giants to disrupt the semiconductor scene with their in-house AI accelerators?
Despite the achievements of Nvidia, companies developing their own AI models are moving towards custom chips as costs escalate, potential compatibility constraints surface, and to...
Wednesday 31 May 2023
QCT to generate more revenue from AI servers
Quanta Cloud Technology (QCT), which generated 50% of its revenue from AI servers in 2022, anticipates that the proportion will further increase this year.
Monday 29 May 2023
Wiwynn strives to bring AI server sales to 50% of revenue in 2024
Emily Hong, the Vice Chairwoman and CEO of server original design manufacturer (ODM) Wiwynn Corp., stated that they currently have AI-related projects with major clients in progress...
Thursday 25 May 2023
AI server boom to stimulate cooling fan demand
AI server cooling fans use more electricity than conventional fans and have higher average selling prices, enabling new growth opportunities for cooling fan suppliers, according to...
Tuesday 23 May 2023
Mitac sees server order visibility stay low
The visibility of server orders remains low despite an influx of short lead-time orders, according to Mitac Holdings president Bill Ho. Mitac's outlook for the year is conservative...
Monday 22 May 2023
NAND flash prices may level off after 3Q23, says Silicon Motion
NAND flash memory prices are unlikely to stabilize until after the third quarter of 2023, according to Wallace Kou, president and CEO of flash device controller specialist Silicon...
Friday 19 May 2023
Nvidia sees AI GPU orders ramp up
Nvidia has seen a ramp-up in orders for its A100 and H100 AI GPUs, leading to an increase in wafer starts at TSMC, according to market sources.
Friday 19 May 2023
Tight GPU supply reportedly prompts Chinese firms to raise AI server prices
Inspur and other Chinese server companies have raised their AI server prices to reflect the limited availability of Nvidia's GPUs, according to media reports from China.