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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Wednesday 27 November 2024
Tech waltz with China: Apple, Nvidia courted as Intel doubles down
A series of meetings between Chinese officials and US tech executives signals potential warming ties, with senior representatives from Nvidia and Apple holding discussions in Beijing...
Tuesday 26 November 2024
HPE unveils groundbreaking supercomputing lineup with fanless liquid cooling
Hewlett Packard Enterprise (HPE) has rolled out a new portfolio anchored by the HPE Cray Supercomputing EX system, debuting the industry's first fully fanless direct liquid cooling...
Tuesday 26 November 2024
Data center boom drives Taiwan's tech ecosystem growth
The rapid expansion of Taiwan's data center market, led by the top trio of US-based cloud service providers (CSPs) and several new entrants, is creating widespread opportunities across...
Tuesday 26 November 2024
MCU firm Padauk pursues cost structure optimization
Although demand visibility in the microcontroller unit (MCU) market is currently low, MCU players like Padauk Technology believe there will be opportunities for growth in 2025, driven...
Tuesday 26 November 2024
Molicel BBUs enter AI supply chain
Taiwan-based E-One Moli Energy (Molicel) has commenced shipments of backup battery units (BBU) to a major cloud service provider (CSP), according to parent company Taiwan Cement (T...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Monday 25 November 2024
Google advances data center sustainability with AI and clean energy
Google is advancing its global data center expansion while targeting sustainability goals centered on energy efficiency, carbon neutrality, and water reuse. Senior executives emphasize...
Monday 25 November 2024
Global server shipments up in 3Q24 thanks to major CSPs, but to slip in 4Q24, says DIGITIMES Research
DIGITIMES Research estimates that global server shipments in the third quarter of 2024 grew by 4.3% compared to the previous quarter, surpassing its earlier forecasts, but because...
Friday 22 November 2024
AI infrastructure evolution signals US$400B market, reshapes global tech supply chain
The rapid evolution of AI computing demands and cooling innovations is reshaping data center infrastructure, with DIGITIMES Research analysts projecting a US$400 billion...
Friday 22 November 2024
Nvidia Blackwell shipment acceleration boosts GB200 peripheral chip suppliers
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Friday 22 November 2024
Server component makers ready for Nvidia GB200 mass production boom
Nvidia is poised to begin mass production of its GB200 super chip, with founder and CEO Jensen Huang announcing that the supply outlook exceeds expectations and shipments will proceed...
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Thursday 21 November 2024
Nvidia announces acceleration in Blackwell shipments amidst rising production and export curbs against China
Following its latest financial results on November 20, Nvidia announced that Blackwell shipments are set to accelerate as suppliers scale up production, boosting its gross margin...
Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...