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Tuesday 29 August 2023
AVC upbeat about 3D vapor chamber demand
Cooling module maker Asia Vital Components (AVC), whose 3D vapor chambers (VC) are reportedly being certified by Nvidia, expressed optimism about 3D VC demand through 2024.
Wednesday 9 August 2023
Wiwynn diversifies primary customer base
Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according...
Tuesday 8 August 2023
Network device assemblers guardedly optimistic about 2H23
Taiwan-based network equipment assemblers have voiced cautious optimism regarding the second half of this year, due to ongoing inventory adjustments by telecom channel and data center...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Friday 28 July 2023
China eyeing self-supply of AI server liquid cooling solutions
According to supply chain sources, many major Chinese server makers are strategically focusing on liquid-cooled AI servers to meet demand from datacenters, and there are also quite...
Thursday 27 July 2023
Taiwanese server ODMs anticipate AI server growth in 2024
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
Monday 17 July 2023
On-Premise datacenter capacity being increasingly dwarfed by hyperscalers and colocation companies, says Synergy Research
As the number of large datacenters operated by hyperscale providers approaches 900, new data from Synergy Research Group shows that they now account for 37% of the worldwide capacity...
Monday 17 July 2023
Intel AI chip sales in China to face market, time tests
With widespread speculation about the US government considering further restrictions on the export of Nvidia's A800 and H800 GPUs to China, Intel has chosen this opportune moment...
Friday 14 July 2023
TEL sees robust equipment demand for generative AI and datacenter apps
Semiconductor demand is expected to enter a recovery phase in the second half of 2023 while inventory adjustments will remain the key for progress, Toshiki Kawai, president of Japan's...
Tuesday 4 July 2023
Microchip stepping up investment in India
Microchip Technology has announced a multi-year initiative to invest approximately US$300 million in expanding its operations in India.
Tuesday 4 July 2023
AcBel finishes merger of ABB Power Conversion
Taiwan-based power supply maker AcBel Polytech announced on July 3 to have completed the acquisition of ABB Power Conversion with an amount of US$505 million and has completed all...
Wednesday 28 June 2023
Samsung details plans for 2nm mass production
Samsung Electronics made several announcements during the recent annual Samsung Foundry Forum (SFF).
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...
Tuesday 13 June 2023
Immersion cooling solutions to thrive on AI, HPC boom
With proliferating AI applications and ever-rising demand for HPC (high performance computing), high-efficiency cooling solutions are gaining importance in dissipating heat resulting...
Monday 12 June 2023
Overall memory market still in the doldrums despite AI boom
The encouraging future prospects for artificial intelligence (AI) applications as described by Nvidia CEO Jensen Huang has successfully dispelled the downturn sentiment of Taiwanese...
CHT
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