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Monday 2 September 2024
Weekly news roundup: Kaynes secures India's paying OSAT customer; former TSMC executive set to depart Samsung
These are the most-read DIGITIMES Asia stories in the week of August 26 – August 30.
Monday 2 September 2024
Future of GenAI is clouded; Industry structure requires change, says VCs
Whether the benefits of Generative AI (GenAI) can be expanded from infrastructure to platforms and break the current situation, where the market is dominated by a few companies like...
Monday 2 September 2024
Despite high demand for AI servers, Taiwan's export growth lags behind other Asian Tigers
The soaring costs of AI servers have propelled Taiwan to a 42.4% surge in exports of information, communication, and audiovisual products in July.
Friday 30 August 2024
VMware expands key partnerships post-Broadcom acquisition amid shift to subscription model
Following its acquisition by Broadcom, cloud software giant VMware has faced questions regarding its future direction, particularly regarding changes to its pricing structure.
Friday 30 August 2024
Timely Blackwell shipments ease HBM supplier concerns
After Nvidia confirmed the on-schedule shipment of its latest Blackwell GPUs, high-bandwidth memory (HBM) providers, including SK Hynix and Samsung Electronics, expressed relief as...
Friday 30 August 2024
High-end Ethernet chip demand for AI data centers picking up
Hyperscale data center operators are adopting large volumes of high-end Ethernet chips to ensure all high-end GPUs in data centers can be connected to form a massive supercomputer,...
Thursday 29 August 2024
AI surge ignites MLCC demand: passive component industry poised for growth
As AI technology continues to permeate various industries, the demand for AI servers is seeing steady growth. With Nvidia's Blackwell GB200 set to begin mass production, a surge in...
Thursday 29 August 2024
Super Micro Computer delays filing annual report amid accounting manipulation allegations
Super Micro Computer, a major server manufacturer, announced a delay in filing its annual 10-K report for the fiscal year ending June 30, 2024, amid allegations of accounting manip...
Thursday 29 August 2024
AI development requires sustainable business models, says Acer chairman
Jason Chen, chairman of Acer, has emphasized the critical need for new business models to sustain the continued growth of the AI industry. Despite the surging demand for AI-driven...
Thursday 29 August 2024
Cloud capex expected to remain strong despite Nvidia's slowing data center growth
Despite delivering a strong performance that exceeded estimates, Nvidia's guidance fell short of the lofty expectations held by those anticipating an unabated AI boom. Analysts believe...
Thursday 29 August 2024
Nvidia confirms Blackwell mask change for improved yields, mass production expected by end of 2024
Amid speculation about potential shipment delays for Blackwell, Nvidia has confirmed making minor adjustments to the GPU mask and now anticipates shipments to begin in the fourth...
Wednesday 28 August 2024
Nvidia's upcoming results expected to surpass expectation
Nvidia will release its fiscal second-quarter financial results on August 28. The market has high expectations for the company, anticipating revenue and gross margin figures to exceed...
Wednesday 28 August 2024
Foxconn quells rumors, confirms on-schedule production for major client
To dispel rumors regarding the progress of new product shipments for a major client Foxconn Chairman Young Liu has assured that production lines across the company's facilities are...
Wednesday 28 August 2024
Inventec agrees to sell ZT Systems to AMD, to become AMD's shareholder
Following AMD's acquisition of ZT Systems and a plan to sell the latter's manufacturing business, on August 27, Inventec, which holds 10% of ZT System's shares, announced its agreement...
Wednesday 28 August 2024
US CSPs expected to further raise capex in 2025
Major US-based cloud service providers (CSPs) have estimated their 2024 capex will increase by at least 35% year-over-year, with research firms expecting the amounts to rise further...
CHT
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research