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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Friday 9 August 2024
Heat spreader manufacturer Jentech unfazed by Blackwell delay
With AI server demand remaining strong, heat spreader makers see little impact from the delayed Blackwell release.
Thursday 8 August 2024
IPC firms eye lucrative niche as military and aerospace markets expand
As geopolitical tensions brew and regional conflicts persist, global defense budgets are surging, fueling demand in the military and aerospace sectors. Taiwan's...
Thursday 8 August 2024
UK approves HPE's acquisition of Juniper Networks
The UK antitrust regulator has approved Hewlett Packard Enterprise's acquisition of Juniper Networks. The deal, which seeks to position the combined entity as a major player in AI...
Thursday 8 August 2024
Supermicro promotes liquid cooling servers
The development of liquid cooling continues unabated, despite reports of Nvidia delaying GB200 shipments. Supermicro co-founder and CEO Charles Liang notes that clients have continued...
Thursday 8 August 2024
Asus surpasses profit expectations with IP royalties and server revenue growth
Asus has released its operating performance for the second quarter of 2024, revealing profits that exceeded market expectations. Co-heads Jackie Hsu and Samson Hu expressed optimism...
Wednesday 7 August 2024
Super Micro's weak profit fuels AI server margin anxieties
Super Micro Computer Inc. fell more than 10% in extended trading after reporting quarterly revenue and profit that missed analysts' estimates, outweighing an annual sales outlook...
Wednesday 7 August 2024
Sensors crucial in preventing leaks in liquid cooling systems
Even though Nvidia's GB200 chip is now delayed, liquid cooling will continue to be essential in future systems. As leak prevention becomes critical, sensors have emerged as vital...
Tuesday 6 August 2024
What's behind Nvidia's delay in launching Blackwell AI platform bulk shipments?
Since late July, there have been numerous speculations in the market that Nvidia's new generation Blackwell series roadmap has been adjusted. Reports suggest that the B100 models...
Tuesday 6 August 2024
FII reports record half-year performance thanks to AI
Benefiting from the ongoing growth driven by the AI server industry, Foxconn Industrial Internet (FII) reported its highest half-year revenue and net profit since going public in...
Monday 5 August 2024
India's data center sector thrives as digital transactions skyrocket
India's financial landscape is undergoing a digital revolution, transforming everyday transactions across the country. From bustling teashops on street corners to gleaming international...
Monday 5 August 2024
What went wrong with Intel? Its backyard is on fire
Intel's recent announcement to cut 15% of its workforce (approximately 15,000 employees) and reduce capital expenditures to save US$10 billion may undermine its goal of reclaiming...
Friday 2 August 2024
GUTC leverages Fab 4.0 expertise to solve chip industry pain points
Aided by its outstanding capabilities in building Fab 4.0 smart factories, Grade Upon Technology Corp (GUTC) has successfully penetrated the supply chains of leading wafer foundries...
Friday 2 August 2024
Delta to start shipping AI server liquid cooling products in 3Q
At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.
Friday 2 August 2024
Global server shipments up both 2Q24 and 3Q24 thanks to major CSPs in US, says DIGITIMES Research
Global server shipments grew by 7.3% sequentially in the second quarter of 2024, surpassing previous forecasts. The main reasons are the initiation of general-purpose server updates...
Friday 2 August 2024
Amazon to ramp up capex for AWS and AI
Amazon's AWS division continued to gain momentum despite reporting lower-than-expected revenue. The company plans to boost its capital expenditures to accommodate the growing demand...
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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