Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
As the consumer electronics market enters its traditional peak season in the latter half of 2024, Taiwan's specialty chemical materials distributor, Topco Technologies Corp, is optimistic...
DIGITIMES Research released a special report on AI chips on August 14, highlighting the rapid development of the semiconductor market driven by generative AI.
Amid recent rumors stating Nvidia's GB200 is facing shipment delays, Foxconn, as a primary supplier, clarified that the development of GB200 is on track and that the company will...
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
The year 2025 will be a big year for PCs, as a result of Microsoft's termination of support for Windows 10, as well as AI PCs, according to Anthony Peter Bonadero, president of Compal...
Taiwan's industrial PC (IPC) manufacturers are optimistic that the Chinese market is poised for recovery after a sharp decline caused by the dual impacts of the pandemic and geopolitical...
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
