The demand for silicon photonics (SiPh) is set to accelerate in 2025, with the introduction of 800G silicon products into general-purpose servers. LandMark Optoelectronics (LMOC)...
Microsoft has revised its agreement with OpenAI, allowing the AI company to partner with other cloud service providers (CSPs). However, Microsoft retains the Right of First Refusal...
In a significant move into the AI server market, Pegatron has successfully delivered its first GB200 server rack to Lambda Labs, a US-based cloud service provider (CSP). The company...
In a sweeping analysis of the AI sector, Sequoia Capital projects a widening competitive moat among leading cloud providers through 2025, as infrastructure buildout reaches critical...
Apple's cloud infrastructure progress has received much attention ever since the company began developing its Apple Intelligence technology. Currently, Apple Silicon chips are used...
At the AWS re:Invent conference, an appearance by an Apple representative highlighted two key issues. It underscored the ongoing challenge of insufficient computing resources for...
Taiwan-based E-One Moli Energy (Molicel) has commenced shipments of backup battery units (BBU) to a major cloud service provider (CSP), according to parent company Taiwan Cement (T...
President-elect Donald Trump will be sworn in on January 20, 2025. A primary concern in the software sector is the potential tightening of regulations on open-source models and the...
Harold Liu, Director of Wiwynn's Pioneering Excellence Center, highlighted how AI servers are transforming the traditional server supply chain. Liu noted that GPU servers operate...
Leading microcontroller (MCU) manufacturer Nuvoton Technology's (Nuvoton) chairman Yuan-Mou Su, stated that the fourth quarter of 2024 marks the beginning of an off-peak season, leading...
The top three global cloud service providers (CSPs) are committing to strong investments in AI data centers, ensuring steady operations for Taiwan's data center supply chain—covering...
Global Unichip Corp. (GUC), the Advanced ASIC Leader, is pleased to announce that its 3nm HBM3E Controller and PHY IP have been adopted by a leading Cloud Service Provider (CSP) and...
VSO Electronics, a specialist in the development, production, and distribution of connection cables, is targeting six major industries for future developments, and has begun developing...
Supermicro's troubles are escalating as the company faces scrutiny from short-sellers, delays its annual report, and experiences a sharp decline in market value. The larger question...
