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Wednesday 19 June 2024
Cisco bets big on Taiwan's tech prowess with third investment round
In a rare move, Cisco is doubling down on its commitment to Taiwan's digital future, launching a third round of investment through its Country Digital Acceleration (CDA) program....
Tuesday 18 June 2024
Big tech wants nuclear power but doesn't see role as investor
Big technology companies including Microsoft Corp. and Google are eager to see more nuclear energy feeding their power-hungry data centers but are far less willing to provide the...
Tuesday 18 June 2024
Nvidia and AMD are winners of the 4 million units per year high-end GPU chip business
Nvidia dominates the market for AI chips for training and deploying Large Language Models (LLMs) and its pricing power is reflected in gross margins as high as 78%, compared to competitors...
Tuesday 18 June 2024
Order visibility for HBM memory extended till 1Q26
Order visibility for HBM memory has been extended until the first quarter of 2026, spurred by the AI boom, according to sources at Taiwanese memory makers.
Tuesday 18 June 2024
Automotive, AI servers to drive at least 20% growth for LemTech
LemTech Holdings is projecting growth in both revenue and profit for 2024, driven by its automotive and AI server product lineup.
Tuesday 18 June 2024
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
Tuesday 18 June 2024
Advanced foundry process quotes to rise in 2025
TSMC may launch a new round of price negotiations in the second half of 2024, with advanced foundry quotes expected to rise as early as 2025.
Tuesday 18 June 2024
MSI and ASRock catch up in the AI server race
Jensen Huang, CEO of NVIDIA, paid a two-week visit to Taiwan at the end of May, hyping up the AI craze all over again.
Tuesday 18 June 2024
Intel invests in Luxshare subsidiary in China
Intel invested in China-based Dongguan Luxshare Technology, a subsidiary of Luxshare Precision, amid deepening Intel-Luxshare ties as demands for high-speed interconnect products...
Monday 17 June 2024
H3C partners with Foxconn on Malaysia data center investment amid Tsinghua Unigroup further acquisition
H3C Technologies, owned by Tsinghua Unigroup and HPE, recently announced that it will collaborate with Foxconn to establish its first overseas factory in Malaysia.
Monday 17 June 2024
MOHW to embrace AI amid imminent AWS data centers in Taiwan
As the global Generative AI (GenAI) phenomenon continues, Taiwan's traditionally conservative Ministry of Health and Welfare (MOHW) is becoming proactive in pursuing its applications...
Monday 17 June 2024
Taiwanese server supply chain players keenly seeking partnerships with Nvidia for lucrative AI applications
Taiwanese server supply chain players are keenly seeking partnerships with Nvidia for lucrative AI applications
Monday 17 June 2024
Breaking barriers: Bay Photonics thrives as key player in Silicon Photonics evolution
Energy consumption issues and the heat generated by AI training and inference computing have the semiconductor industry looking for Silicon Photonics partners such as Bay Photonics...
Monday 17 June 2024
Quanta chair sees AI boom in next 2 years
The AI trio is occurring concurrently, spanning product invention and planning, and market development, according to Quanta Computer chairman Barry Lam, who spoke at a shareholder...
Monday 17 June 2024
AI server boom drives demand for PCIe Gen5 retimers, Astera Labs dominates supply but faces new competition
High-speed transmission of AI servers has become a critical factor for major chipmakers and their supply chain partners to improve cloud computing performance, significantly driving...
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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