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Wednesday 24 May 2023
Re-engage and regain competitiveness: Q&A with Intel CEO Pat Gelsinger
Intel CEO Pat Gelsinger is in Taiwan for the Intel Vision event, which is aimed at high-level executives and managers from customers and ecosystem partners. In a Q&A with the...
Wednesday 24 May 2023
Server suppliers see customers still reluctant to increase orders
Server ODMs and other suppliers continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, according to industry sources.
Tuesday 23 May 2023
Mitac sees server order visibility stay low
The visibility of server orders remains low despite an influx of short lead-time orders, according to Mitac Holdings president Bill Ho. Mitac's outlook for the year is conservative...
Tuesday 23 May 2023
Micron could lose US$3 billion in revenue injection from China
Micron Technology could lose an estimated US$3 billion in revenue from China as a result of the country's ban on Chinese enterprises working on critical infrastructure projects procuring...
Monday 22 May 2023
NAND flash prices may level off after 3Q23, says Silicon Motion
NAND flash memory prices are unlikely to stabilize until after the third quarter of 2023, according to Wallace Kou, president and CEO of flash device controller specialist Silicon...
Monday 22 May 2023
From "semiconductors are national power" to "AI is national power"
I was invited to be a seminar moderator at the 2023 Taiwan Supercomputing Conference themed on AI 2.0, supercomputing, and the new ecosystem, recently organized by Taiwan Web Service...
Friday 19 May 2023
Tight GPU supply reportedly prompts Chinese firms to raise AI server prices
Inspur and other Chinese server companies have raised their AI server prices to reflect the limited availability of Nvidia's GPUs, according to media reports from China.