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Wednesday 19 July 2023
ABF substrate demand to strengthen in 4Q23
The upcoming M3-equipped Mac series, as well as the demand for AI servers, are likely to drive ABF substrate demand in the fourth quarter of 2023, according to industry sources.
Tuesday 18 July 2023
BB ratio for MLCCs rises
The book-to-bill ratio for multi-layer ceramic capacitors (MLCC) has risen to 0.91 on average from 0.84 in April, as orders from ODM customers have resumed, according to sources at...
Monday 17 July 2023
Intel Gaudi 2 not compelling enough for Chinese AI companies at the moment
Despite Intel's keen moves in promoting its latest AI solution, the Gaudi 2, in China recently, many Chinese AI companies are reportedly hesitant to switch their AI models onto Intel's...
Friday 14 July 2023
Hit by GPU restrictions? China's leading AI server provider sees possible loss for 1H23
China's leading AI server provider, Inspur Information, has recently partnered with Intel to announce the new generation AI server NF5698G7, equipped with the Gaudi 2 accelerator...
Friday 14 July 2023
Intel keen to address AI computing power gap in China with customized Gaudi 2 chips
It appears that Intel strategically announced the launch of its customized AI processor, Habana Gaudi 2, for the Chinese market at a press conference held July 11 in Beijing, shortly...
Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...
Friday 14 July 2023
Intel CEO held low-key meeting with Tsinghua Unigroup on China visit
Chinese AI server leader H3C recently issued a press release stating that Intel CEO Pat Gelsinger and Chief Commercial Officer Christoph Schell visited the headquarters of Tsinghua...
Wednesday 12 July 2023
Intel offers customized AI processors to China, backed by major Chinese AI server providers
As the US seeks to tighten export controls on AI chips to China, Intel held a press conference in Beijing on July 11, announcing the launch of the deep learning processor Habana Gaudi...
Wednesday 12 July 2023
Cooling module makers upbeat about AI server demand in 2H23
Cooling module manufacturers, such as Auras Technology and Asia Vital Components (AVC), are predicting relatively high demand for AI servers in the second half of this year, despite...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...
Monday 10 July 2023
Increased demand for AI servers headlined by cloud computing, with edge picking up speed
A survey by the International Data Corporation (IDC) showed that generative AI technology is still in its early stages of development. Globally, only 24% of corporations plan to invest...
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Friday 7 July 2023
Tai-Tech looks to AI servers, automotive electronics for 2024 growth
Power inductor specialist Tai-Tech Advanced Electronics has expressed optimism about its revenue growth in 2024, particularly in the second half of the year, thanks to robust demand...
Thursday 6 July 2023
HBM memory prices rise amid surge in AI server demand
High-bandwidth memory (HBM) prices have begun to rise in response to a surge in AI server demand, according to industry sources.