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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
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...
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...