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Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...
Monday 10 July 2023
Increased demand for AI servers headlined by cloud computing, with edge picking up speed
A survey by the International Data Corporation (IDC) showed that generative AI technology is still in its early stages of development. Globally, only 24% of corporations plan to invest...
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Friday 7 July 2023
Tai-Tech looks to AI servers, automotive electronics for 2024 growth
Power inductor specialist Tai-Tech Advanced Electronics has expressed optimism about its revenue growth in 2024, particularly in the second half of the year, thanks to robust demand...
Thursday 6 July 2023
HBM memory prices rise amid surge in AI server demand
High-bandwidth memory (HBM) prices have begun to rise in response to a surge in AI server demand, according to industry sources.
Tuesday 4 July 2023
Robust AI server demand to buoy Wistron 2H23 sales, profit
A strong pull-in of orders for AI servers with multi-GPU architecture already boosted Wistron's June sales, with profits for the month also topping the overall profits generated in...
Thursday 29 June 2023
HBM memory demand to boom
Due to the bandwidth limitations of DDR SDRAM in high-speed computation, high bandwidth memory (HBM) is rapidly gaining popularity as a means to circumvent memory transmission speed...
Wednesday 28 June 2023
Advanced packaging supply falling short of demand
The production of AI server chips necessitates not only advanced process fabrication but also the packaging used for high-end HPC processors; however, the supply of advanced packaging...
Tuesday 20 June 2023
Quanta fortunate to maintain pace with AI transformation, says chairman
At a recent shareholder meeting, company chairman Barry Lam stated that Quanta Computer is privileged to have caught up to the AI transformation era.
Tuesday 20 June 2023
Jentech to see sharp growth in heat spreader shipments for AI servers
Heat spreaders have to be made bigger and thicker to support AI chips with a larger surface areas and higher performance, according to Jentech Precision Industrial president Chin-Lung...
Tuesday 20 June 2023
Copper foil maker Co-Tech eyes AI server applications market
Copper foil maker Co-Tech Development will continue developing products geared toward high-speed and high-frequency communications, in the wake of soaring demand for AI server appl...
Monday 19 June 2023
Datacenter server shipments to decline on two conflicting forces
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
Thursday 15 June 2023
AI server shipments ride surging popularity of generative AI, but volumes to be limited, according to DIGITIMES Research
Generative AI has grown to become one of the hottest topics worldwide with cloud services providers all keen on investing in related applications and all industries eagerly trying...
Wednesday 14 June 2023
GCE expects significant growth in AI server boards, eyes robust performance in 2023
Taiwan-based PCB maker Gold Circuit Electronics (GCE) expects its AI server boards' share in overall server board shipments to rise from a low single-digit percentage in the first...
Wednesday 14 June 2023
Inventec looks to AI servers, automotive for 2023 growth
Inventec's AI server and automotive businesses are on track for significant revenue growth this year, according to Sam Yeh, chairman of the Taiwan-based ODM/OEM company.
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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