According to supply chain sources, many major Chinese server makers are strategically focusing on liquid-cooled AI servers to meet demand from datacenters, and there are also quite...
Nvidia has given its long-term partners, including Quanta Computer, Wistron, and Supermicro, priority to receive its AI GPUs which are in great demand, according to industry sources...
Analysis and verification lab Integrated Service Technology (iST) is optimistic about its business in 2023 and 2024. The company could possibly record profits next year, thanks to...
Demand for generative AI (GenAI) and large language model (LLM) is rising rapidly, driven by the emergence of ChatGPT, a chatbot developed by OpenAI. For their large scale as well...
Taiwan-based LandMark Optoelectronics, dedicated to supplying GaAs and InP-based epi-wafers and silicon photonics components, expects its silicon photonics revenue for the entire...
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
PCB maker Unimicron Technology will focus on developing AI-related and high-performance computing (HPC) high-speed transmission network communications applications in the future,...
Taiwan's top passive components maker Yageo has delivered a cautious sales outlook for the third quarter of the year, with terminal market demand recovery still in low gear, but the...
As inventory adjustments at semiconductor and electronics supply chains may persist into the fourth quarter of the year, many medium-sized OSATs are seeking different niches to bolster...
Copper clad laminate (CCL) suppliers Elite Material (EMC), Iteq, and Taiwan Union Technology (TUC) expect server upgrades driven by the AI craze to boost their businesses, as well...
Liquid cooling solution suppliers are eyeing growing business opportunities from AI servers, which have been driving changes in component specs to support the dissipation of the huge...
The printed circuit board (PCB) for AI servers is a high-end, high-value PCB for terminal applications, and the process technology threshold is higher, so fewer manufacturers have...
PCB maker Tripod Technology has stated that it is eyeing business opportunities in the AI server market segment, and expects its deployment in the segment to generate revenue beginning...
Demand for AI server processors, including CPUs, GPUs, and AI accelerators, has already contributed approximately 6% to TSMC's total revenue, according to company CEO CC Wei at a...
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...
