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Tuesday 27 February 2024
Global server shipment forecast, 2024 and beyond

Introduction

Thursday 22 February 2024
Nvidia surges after company proclaims AI has hit 'tipping point'
Nvidia Corp. surged in late trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world's most valuable chipm...
Thursday 22 February 2024
Air cooling solutions for datacenter servers

Introduction

Wednesday 21 February 2024
Taiwan motor driver IC suppliers gearing up for heat dissipation boom
Taiwan-based motor driver IC suppliers are seeing a surge in demand for related motor driver chips as the need for heat dissipation in cloud servers and edge IT devices increases.
Tuesday 20 February 2024
Softbank's Arm isn't the AI play you think it is
Are AI stocks the new meme stocks? It certainly looks that way from the href="https://www.bloomberg.com/news/articles/2024-02-12/arm-holdings-shares-extend-blistering-rally-in-wake-of-earnings"...
Tuesday 20 February 2024
Taiwanese PMIC makers quietly proceeding with deployments in DDR5 applications
Business prospects for DDR5-related power management ICs (PMICs) have long been anticipated, yet significant momentum has yet to materialize. Despite this, optimism pervades the memory...
Wednesday 7 February 2024
AMD to bet on AI PCs, said AMD president Victor Peng
With the AI competition heating up, US chip giant AMD is betting on AI PCs and diving head-on into a race with Nvidia and Intel.
Wednesday 7 February 2024
Nvidia teams up with Singtel to deploy AI in Southeast Asian data centers
Singapore Telecommunications Limited (Singtel) announced a partnership with Nvidia to deploy AI in its data centers across Southeast Asia, offering customers access to Nvidia AI GPU...
Friday 2 February 2024
GenAI boosts US tech giants' robust earnings amid market skepticism
Major American tech firms, including Microsoft and Alphabet, have recently unveiled their financial reports, with top executives acknowledging the positive impact of generative AI...
Wednesday 31 January 2024
AMD's weak forecast overshadows prospects for AI chips
Advanced Micro Devices Inc. declined in late trading after giving a weak revenue forecast, even as the chipmaker predicted that new artificial intelligence processors would generate...
Wednesday 31 January 2024
AMD expects flat sequential growth in Data Center business, eyes on AI PCs
Despite growing revenue and a surge in operating income and profit, AMD gave a disappointing flat guidance for the current quarter. The company expects the emerging AI PCs to lead...
Tuesday 30 January 2024
Intel stumbles in AI race as data center growth stalls, lagging behind competitors
Intel's data center business division was once a lucrative cash cow for a considerable amount of time. However, it has since witnessed a significant decline in its prominence. Despite...
Monday 29 January 2024
India special report: India emerges with the rapid rise of 5G and data centers
According to the "Analysis and the Trend in the Communication and Data Center Markets in India" released by DIGITIMES Research, India's communication and data center markets are rapidly...
Friday 26 January 2024
Seagate expands areal density for the AI era
Leading American hard drive manufacturer Seagate announced the Mozaic 3+ platform, pushing the areal density of its products to 3TB.
Wednesday 24 January 2024
AMD harnesses the AI boom for growth in 2024
According to data compiled by DIGITIMES Asia, AMD saw its market capitalization more than doubled from US$104.4 billion in 2022 to US$238.1 billion in 2023. The rising demands for...
Research Report Database
Summary of Tech Supply Chain News!
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research