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Tuesday 12 December 2023
PCB firms upbeat about AI server demand
A surge in AI server demand will help related PCB vendors recover from setbacks they encountered in 2023, according to industry sources.
Thursday 7 December 2023
Samsung and SK Hynix will both supply HBM3 for AWS Trainium 2
Following Nvidia and AMD's footsteps, cloud service provider AWS has started to design its proprietary artificial intelligence (AI) chips. This move is deemed beneficial for the growth...
Thursday 7 December 2023
Servers drive optimism for PCB maker ACCL, as it evaluates ASEAN production
PCB maker Allied Circuit (ACCL) held its earnings call on December 6, during which spokesman Tony Chan predicted a better fourth quarter in 2023 compared to the third quarter and...
Thursday 7 December 2023
Taiwan PMIC suppliers looking to penetrate supply chain for AI servers
Taiwan-based power management IC (PMIC) suppliers are looking to penetrate the supply chain for AI servers, with many of them also developing server-use motor drive ICs, according...
Monday 4 December 2023
Taiwan-based BMC chip makers optimistic over demand growth driven by AI servers and edge computing
Seeing demand growth driven by edge computing and artificial intelligence (AI), microcontroller unit (MCU) manufacturers are making an effort to integrate AI into MCUs as well as...
Monday 4 December 2023
Taiwanese CCL makers show resilience against PCB market headwinds, bolstered by booming AI applications
Despite global inflation, rising interest rates, and challenges in the Chinese economy impacting the PCB industry Taiwan's three major copper-clad laminate (CCL) suppliers –...
Wednesday 29 November 2023
Nichidenbo sees recovery for 2Q24 with EVs and AI servers driving demand for capacitors
As 5G, AI, and EVs continue to drive demand for passive components, multilayer ceramic capacitor (MLCC) manufacturers see growing opportunities for high-capacity and small-sized products,...
Tuesday 28 November 2023
GPU antitrust to challenge Nvidia
Nvidia should have been prepared for antitrust action concerning AI GPUs, according to sources at motherboard manufacturers.
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Monday 27 November 2023
OSE sees 2024 growth, thanks to NAND and AI servers
Orient Semiconductor Electronics, Ltd.(OSE), a matured logic IC and NAND Flash memory semiconductor packaging & testing service and electronic manufacturing service (EMS) provider,...
Friday 24 November 2023
Gigabyte to see brand mobo shipments rebound
Gigabyte Technology will see its brand motherboard shipments rebound to 10 million units in 2023 and rise to 11.5 million units in 2024, according to industry sources. In 2022, shipments...
Thursday 23 November 2023
Co-Tech expects steady growth in AI server demand
Copper foil manufacturer Co-Tech Development anticipates a consistent increase in demand for AI servers.
Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Tuesday 21 November 2023
Board manufacturers' planning for servers finally paid off as Gigabyte and Asus reap results
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Monday 20 November 2023
Global server market, 3Q 2023

Introduction