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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Wednesday 26 March 2025
IPC firms optimistic about 2Q25 edge device opportunities
As inventory clearance gradually comes to an end, coupled with the rise of edge markets associated with artificial intelligence (AI) applications, industrial PC (IPC) vendors generally...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Tuesday 25 March 2025
DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Tuesday 25 March 2025
Beyond the hype: Five strategic concerns at Nvidia GTC 2025
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly...
Tuesday 25 March 2025
Computex 2025: 1,400 exhibitors gather in Taipei
Computex 2025 is set to take place from May 20 to May 23 at the Taipei Nangang Exhibition Center. The Taiwan External Trade Development Council (TAITRA) has announced that nearly...
Monday 24 March 2025
SCSE 2025 spotlights smart city-net zero convergence amid commercialization challenges
Highlighting the convergence of smart cities and net-zero development, this year's Smart City Summit & Expo (SCSE) drew significant global participation, with 138 cities from...
Monday 24 March 2025
Trans-Sun breaks into AI servers & robotics, zeroes in on advanced electronic materials
Trans-Sun Materials Technology has been shifting its focus from distribution to high-value electronic functional materials while expanding into niche markets such as AI servers and...
Monday 24 March 2025
Browave fast-tracks CPO rollout: 2025 shipments, 2026 breakout growth
The rise of AI data centers is fueling demand for co-packaged optics (CPO) and silicon photonics (SiPh), compelling optical communications firm Browave to fast-track its CPO development...
Saturday 22 March 2025
GTC 2025: Asus secures major order for GB300 NVL72
Asus, which has collaborated with Nvidia for many years, quickly entered the AI server market by leveraging its R&D capabilities along with global marketing channels. During GTC...
Friday 21 March 2025
Pegatron plants its flag next to Nvidia HQ in strategic US expansion
Pegatron Corporation has opened a new office in Santa Clara, California—directly across from Nvidia's headquarters—as part of its strategic push to scale North American...
Friday 21 March 2025
Jensen Huang explains his unconventional strategy to reveal four-year roadmap
During the GPU Technology Conference (GTC) 2025 in San Jose, Nvidia founder and CEO Jensen Huang hosted an exclusive Taiwan Night dinner, where he addressed key Taiwanese industry...
Friday 21 March 2025
Jabil reports strong 2Q25 results, anticipating continued growth despite global geopolitical challenges
Jabil, a leading global manufacturing services provider, reported preliminary, unaudited financial results for its second quarter of fiscal year 2025. The company posted net revenue...
Friday 21 March 2025
NTT to invest US$1.5 billion in India to expand data centers and optical network
Japanese telecom giant NTT intends to invest US$1.5 billion in India from 2025 to 2027, aiming to expand its data center capacity by about 2.4 times. This investment will also facilitate...