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Friday 10 January 2025
Microloops sets revenue records in 4Q24 on strong cooling demand
Microloops, a leading cooling module manufacturer, reached new revenue milestones driven by increased demand from Nvidia and AMD's upcoming graphics cards. The company reported revenue...
Thursday 9 January 2025
Global AI server market and industry trends, 2025
The introduction of generative AI, particularly ChatGPT, has significantly impacted the demand for high-end AI servers worldwide, leading to a noticeable increase in shipments. It...
Thursday 9 January 2025
Liquid cooling for AI servers struggles with power, infrastructure, and efficiency challenges
As the demand for AI computing surges, liquid-cooled servers have regained attention in the market due to their superior cooling efficiency. However, deploying liquid-cooled servers...
Thursday 9 January 2025
Chenbro Micom sees record revenue in December, fueled by robust AI demand
In December 2024, Chenbro Micom, a server chassis manufacturer, recorded an all-time high revenue of NTD 16.1 billion (approx. US$490 million), a 33.1% increase from the previous...
Thursday 9 January 2025
Behind-the-meter energy storage gains traction amid energy transition push
As the energy transition accelerates, behind-the-meter energy storage is emerging as a key tool to boost efficiency and manage peak power demand. While the industry sees strong market...
Thursday 9 January 2025
Strong order intake in Japan propels MA-tek's record revenue in 2024
IC inspection lab Materials Analysis Technology (MA-tek) has reported revenue increased 6.3% year-over-year to a record high of NT$5.11 billion (approx. US$155 million) in 2024, thanks...
Thursday 9 January 2025
Premium shift and rising ASP drives India's smartphone market toward projected US$50 billion in 2025
Despite tepid consumer demand, particularly among price-sensitive segments, smartphone vendors are increasingly embracing premiumization as their strategy for the Indian market in...
Thursday 9 January 2025
Microip eyes edge ASIC boom by 2027
End-user brands have traditionally been the stars of the show at CES, with upstream supply chain companies typically maintaining a non-official presence primarily to connect with...
Thursday 9 January 2025
SK Hynix denies reports on plans to expand HBM DRAM production by 70%
Global memory leaders Samsung, SK Hynix, and ChangXin Memory Technologies (CXMT) are ramping up DRAM production this year, fueling market competition. While oversupply is expected...
Thursday 9 January 2025
Defy expectations: ODM shipments surge in 1Q25 amid pre-Trump inauguration rush
The Original Design Manufacturer (ODM) industry is defying typical first-quarter seasonality in 2025, propelled by robust notebook (NB) shipments and sustained AI server demand. While...
Thursday 9 January 2025
Memory chipmakers see price pressure in 2025
Memory chip prices are anticipated to face downward pressure in 2025, also posing challenges for large companies like Samsung, according to market sources.
Thursday 9 January 2025
SEMI forecasts 18 new semiconductor fabs to be built in 2025
On January 8, 2025, SEMI announced in its latest World Fab Forecast that 18 new semiconductor fabs will begin construction in 2025. These facilities will comprise three 8-inch fabs...
Thursday 9 January 2025
India's display fab dream: big potential, bigger challenges
As global demand for display technologies continues to soar, India is vying to establish itself as a competitive player in the display fabrication (fab) industry.
Thursday 9 January 2025
Meta ends Quest Pro production as premium MR headsets struggle
Apple's Vision Pro and Meta's premium mixed reality (MR) offerings have struggled to gain traction, with Apple's headset selling only 500,000 units in 2024. High pricing at US$3,499...
Thursday 9 January 2025
Renesas to reduce workforce, freeze salary amid weak non-AI chip demand
Renesas Electronics has announced plans to cut several hundred jobs across its global operations. The company informed employees of these measures before the end of 2024, while also...