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Thursday 8 October 2020
Datacenter demand turning strong in 4Q20
Demand from datacenter operators has regained momentun after seeing a deceleration in server orders from US clients in third-qauarter 2020, according to sources from the upstream...
Tuesday 11 August 2020
Highlights of the day: Server shipments to Facebook to remain strong
The needs to connect during pandemic lockdowns have spurred demand for servers. Shipments of servers to Facebook in...
Tuesday 11 August 2020
Server shipments to Facebook to rise 15% in 3Q20, says Digitimes Research
Server shipments to Facebook are forecast to register a 15% sequential increase in the third quarter of 2020, when the social network giant is expected to absorb over 15% of total...
Tuesday 4 August 2020
Global server shipments to contract 5.6% sequentially in 3Q20, says Digitimes Research
Global shipments of servers are estimated to contract 5.6% sequentially in the third quarter of 2020 due to a deceleration in demand for cloud servers from datacenter operators and...
Monday 3 August 2020
Global server market, 2Q 2020

Introduction

Tuesday 28 July 2020
Foxconn revving up to expand presence in cloud server sector
Having obtained orders from Amazon Web Services (AWS) and Microsoft, Foxconn Technology Group (Hon Hai Precision Industry) is gearing up to win orders from Facebook and Google seeking...
Thursday 16 July 2020
PCB makers may see robust demand for server applications till 1Q21
Taiwan-based PCB makers including HannStar Board and Tripod Technology will continue to see strong demand for server applications in the second half of the year, with the momentum...
Monday 18 May 2020
TSMC US fab plan may boost server production in North America
TSMC is mostly likely to turn out 5nm HPC chips for datacenter server applications at its planned 5nm fab in the US, and whether the move will push up server contract production in...
Friday 15 May 2020
Internet giants developing new smart speakers with bigger displays
Taiwan's supply chain makers for IT devices have indicated that heavyweight Internet service operators including Amazon, Google and Facebook all are accelerating the development of...
Friday 8 May 2020
Global server market, 1Q 2020

Introduction

Tuesday 5 May 2020
Microsoft to enjoy highest shipment growth among top cloud computing players in 2Q20, says Digitimes Research
Among the global top-4 cloud computing service providers, Microsoft is expected to have the highest sequential growth at 28.4% in second-quarter 2020 server shipments. Microsoft's...
Monday 4 May 2020
Server order visibility clear in 2H20 on demand from FB, Microsoft
As major cloud services providers including Microsoft and Facebook are keenly expanding construction of datacenters to better serve global users, the server industry has got a significant...
Wednesday 29 April 2020
US tech giants seeking to expand test production in Taiwan
US tech giants including Apple, Facebook and Google reportedly are mulling expanding test production of new products in Taiwan, whose advantages in the IT manufacturing sector have...
Friday 14 February 2020
Global server market, 4Q 2019

Introduction

Holtek
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