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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Wednesday 5 February 2025
Google Cloud revenue slows amid intensifying AI competition
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Tuesday 4 February 2025
TikTok to invest US$3.8 billion in Thai data center
ByteDance's TikTok plans to invest THB126.8 billion (US$3.76 billion) in a Thai data hosting service, marking a major expansion in Southeast Asia. Thailand is emerging as a digital...
Tuesday 4 February 2025
DIGITIMES exclusive: Samsung Taiwan confirms participation in Computex; first time in 13 years
With the advent of the artificial intelligence (AI) era, Taiwan's industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized...
Tuesday 4 February 2025
CSPs embrace DeepSeek as AI infrastructure spending surges
China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have...
Tuesday 4 February 2025
Taiwan server ODMs see DeepSeek upside
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
US-Sino tariff war: limited immediate impact, long-term risks looms
According to Bloomberg Intelligence (BI) economists Chang Shu and David Qu, the latest 10% tariff hike on Chinese goods shifts the next move to Beijing. Signed by President Donald...
Monday 27 January 2025
EMS Watch: Taiwan leads AI servers, China bets big on edge computing
As 2024 came to a close, major companies unveiled their preliminary financial reports. Simultaneously, Nvidia CEO Jensen Huang toured Taiwan, hosting key industry leaders. With the...
Monday 27 January 2025
Taiwan's 2025 AI outlook: data center transformation and sovereign AI
The rise of generative AI has elevated Taiwan's global standing, as it plays a crucial role in providing the hardware for AI computing. In the last two years, Taiwan has experienced...
Friday 24 January 2025
Nvidia CEO's China visit showcases strategic ties with rising robotics unicorns
When Taiwanese media reported on Nvidia CEO Jensen Huang dining with TSMC, supply chain partners, and AI server company executives, curiosity arose about the VIPs accompanying Huang...
Friday 24 January 2025
Stargate initiative reveals tensions between OpenAI and Microsoft
The Stargate project, a landmark US$500 billion joint venture announced by US President Donald Trump in early 2025, has exposed growing tensions between OpenAI and Microsoft. While...
Friday 24 January 2025
Taiwan auto parts maker drives growth with AI healthcare focus while expanding core business
Taiwan-based Global PMX, a major manufacturer of automotive powertrain and safety components, has successfully expanded its presence in AI-powered digital healthcare and other sectors...
Friday 24 January 2025
Global server shipments to see CAGR of 4% from 2024-2029, says DIGITIMES Research
Global server shipments are projected to grow at a compound annual growth rate (CAGR) of 4% from 2024 to 2029. However, in 2025, the recovery momentum for servers is expected to be...
Friday 24 January 2025
Sintrones eyes exponential growth amid edge AI application opportunities
Artificial intelligence (AI) is transforming industries at an unprecedented pace, and Sintrones Electronics is capitalizing on emerging opportunities in vertical application markets...
Friday 24 January 2025
MiTAC-Synnex Group embraces AI for future growth after 50 years of pioneering Taiwan tech transformation
In the 1970s and 1980s, Taiwan's tech industry was on the cusp of a major breakthrough. DIGITIMES president Colley Hwang aptly described this era as one where "heroes always come...