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Monday 5 September 2022
China may step up purchases of AI GPUs from Nvidia, AMD prior to export ban
The fresh US ban on exports of AI GPUs to China has sparked market speculation that the restriction may prompt Chinese clients to accelerate and increase shipment pull-ins for advanced...
Wednesday 24 August 2022
Sensor backend specialists gearing up for metaverse device boom
Sensor backend specialists, such as VisEra Technologies and Xintec, are gearing up for a metaverse device demand boom.
Monday 13 June 2022
Notebook prospects vary with device models, supply chain segments
As a whole, the notebook market has seen a reversal in demand, with consumer models bearing the brunt of sales downturn. Shipments of education-use Chromebooks, which played a pioneering...
Tuesday 31 May 2022
Chipmakers see no cutback in orders for datacenters
TSMC and other chipmakers have seen no cutback in orders for datacenter applications, despite market concerns raised recently about Meta Platforms' and Google's potential capex cuts,...
Friday 29 April 2022
Global server market, 1Q 2022

Introduction

Wednesday 23 March 2022
Pico, Goertek bullish on VR
China-based Internet platform company ByteDance acquired virtual reality (VR) startup Pico in August 2021, merging it with its VR business. The move is similar to Facebook's acquisition...
Friday 4 March 2022
Micron sampling 176-layer NAND SSD for data centers
Micron Technology has announced it is sampling what the company claims is the world's first vertically-integrated 176-layer NAND solid-state drive (SSD) for data center application...
Wednesday 16 February 2022
Global tech firms to focus on AR/VR development in 2022
Global tech companies are expected to concentrate on the development of augmented reality (AR) and virtual reality (VR) technologies in 2022, in the hope of using them to launch metaverse...
Wednesday 9 February 2022
DRAM chipmakers upbeat about demand for servers, data centers
DRAM chipmakers are generally optimistic about demand for servers and datacenters in 2022, when the overall market demand is forecast to increase 15-20%, according to industry sour...
Friday 14 January 2022
Quanta chairman optimistic about metaverse opportunities
Quanta Computer chairman Barry Lam has seen many clients planning to develop their own metaverse platforms. He is particularly optimistic about the metaverse platform created by Meta...
Tuesday 11 January 2022
Distributors of ICs, materials upbeat about demand for servers in 2022
Semiconductor material distributors are optimistic about demand from the server sector in 2022, particularly from US cloud service platforms (CSP) operators Google, Meta, Microsoft...
Thursday 16 December 2021
Global server shipment forecast, 2022

Introduction

Wednesday 15 December 2021
High-end CCL shipments to continue rising for server applications in 2022
Shipments of high-speed/frequency CCLs are expected to continue ramping up in 2022, buoyed by strong demand for server applications, as heavyweight datacenter operators Amazon, Google,...
Wednesday 17 November 2021
Nvidia in metaverse world
Nvidia CEO Jensen Huang at the recently-held virtual GTC talked about a range of topics and technology development trends, including those associated with the metaverse and its market...
Monday 15 November 2021
Major tech companies strive to seize metaverse opportunities
Despite its recent popularity, whether or not the metaverse concept can actually be realized is still unknown. While some chip manufacturers have their reservations, for now, many...