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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Saturday 29 March 2025
Tariff risk could reshape Taiwan's server production dynamics in Mexico, Southeast Asia, says DIGITIMES
Amid uncertainties regarding US tariff policy, Taiwanese server manufacturers are adapting for the future. DIGITIMES analyst Yen Chou noted that servers produced in the US will be...
Saturday 29 March 2025
LLM proliferation drives edge market growth, benefiting IPC vendors
The widespread market adoption of artificial intelligence (AI) has prompted various industries to seek AI applications for transformation and efficiency enhancement. In particular,...
Friday 28 March 2025
PCB marker ACCL expands production to meet AI server demand amid market shifts
Allied Circuit (ACCL), a PCB manufacturer backed by Compal, is navigating a pivotal shift in the server market as traditional server demand wanes and AI servers gain dominance. By...
Friday 28 March 2025
Foxconn boosts global growth with significant investment in US manufacturing facilities
Geopolitical tensions have made regional production a critical priority for manufacturers, and Foxconn, a company renowned for its global manufacturing footprint, is once again enhancing...
Friday 28 March 2025
High-end AI server demand fuels record high production indices for Taiwan
Demand for servers supporting generative AI functions remains strong, according to Taiwan's Ministry of Economic Affairs (MOEA), despite concerns that the arrival of DeepSeek will...
Friday 28 March 2025
Tariff turbulence looms—but AI server cooling stays hot
As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few...
Thursday 27 March 2025
IPC vendors integrate hardware and software for competitive advantage
With the increasing prevalence of artificial intelligence (AI), how to leverage AI technology to drive digital transformation in industries has become a focal point of concern.
Thursday 27 March 2025
Inergy sees growth in 2Q25 as AI server cooling fans ramp up
The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply...
Thursday 27 March 2025
Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...
Thursday 27 March 2025
Positive outlook for quantum computing; academic and research initiatives poised to propel Taiwan forward
Nvidia CEO Jensen Huang recently revised his earlier skepticism about the potential of quantum computing, now acknowledging its potential to enhance Nvidia's chip sales through synergies...
Thursday 27 March 2025
Demand for capacitors in servers to quadruple by 2029, say Japan analysts
The growth of AI data centers is expected to drive surging demand for capacitors used in servers, with the Japan Electronics and Information Technology Industries Association (JEITA)...
Thursday 27 March 2025
Trade partners on edge as Trump's 'reciprocal tariffs' fast approach
With just a week until the April 2 deadline for the implementation of what US President Donald Trump calls "reciprocal tariffs," global markets are on edge. Will Trump soften his...
Wednesday 26 March 2025
AI Expo 2025: Taiwan-US experts analyze key developments in AI
The fourth AI Expo, organized by DIGITIMES, has officially kicked off. Taiwan's Vice President Bi-Khim Hsiao attended the event, while Minister of Economic Affairs J.W. Kuo delivered...
Wednesday 26 March 2025
Chinese suppliers develop server component capabilities, says DIGITIMES Research
As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent...
Wednesday 26 March 2025
IC distributors upbeat about 2025 prospects given end of inventory adjustments for industrial and automotive chips
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate...