The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Transcom, a Power Amplifier (PA) manufacturer primarily focused on the defense industry, has seen steady growth in its overall operations, benefiting from defense contracts and increasing...
In the first quarter of 2024, AMD's data center and client revenue experienced year-on-year growth rates of over 80%. The company is optimistic that AI will fuel these two businesses...
In early 2023, ChatGPT ignited a global boom in Generative AI, driving demand for related software and hardware. Nvidia's value skyrocketed and the entire supply chain, upstream and...
Silicon Motion Technology, a NAND flash device controller specialist, has boosted its revenue forecast for this year after reporting a stronger-than-expected first quarter.
With sluggish iPhone sales and intense competition from Chinese panel manufacturers, Samsung Display (SDC)'s operating profit in the first quarter of 2024 saw a 56% year-on-year decrease...
Apple reported a fall in sales over the past quarter due to the high base effect and a few product launches a year ago. Apple anticipates a return to growth in the current quarter...
ROM and flash memory maker Macronix International stayed in the red in the first quarter of 2024 with net losses amounting to NT$1.08 billion (US$33.2 million). Nevertheless, the...
Advanced Micro Devices Inc. shares declined as much as 8.1% after the chipmaker gave a disappointing forecast for artificial intelligence processors, a lucrative market now dominated...
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders...
Lite-On Technology reported NT$28.776 billion (US$882.5 million) in revenue for the first quarter of 2024, marking a decrease of 22% from the previous quarter, and a 15.8% drop yea...
With the destocking of Microcontroller Unit (MCU) inventories ending, Holtek Semiconductor believes the worst is over for MCUs and has seen its on-hand orders for the second quarter...
Taiwan-based Vanguard International Semiconductor (VIS) has reported first-quarter 2024 results that were somewhat better than expected. While facing market pricing competition from...
In the first quarter of 2024, Samsung Electronics successfully turned a profit in its semiconductor business due to increased demand for AI-related memory. Coupled with the sales...
With Nvidia continuing to make waves in the market, the gap between companies attempting to catch up with them in the cloud AI arena continues to widen.
