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Friday 22 November 2024
Server ODMs face margin pressure despite new AI shipments
While Nvidia's latest financial report garnered attention for its strong earnings, the focal point was its declining gross margin. This trend extends to ODM firms, with both Foxconn...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...
Friday 15 November 2024
Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
Wednesday 13 November 2024
AI servers power ODM revenue hike as Quanta, Wiwynn lead pack amid sluggish PC market
AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Monday 11 November 2024
AI server demand soars as Quanta ramps up US expansion
Following Donald Trump's re-election as US President, concerns are mounting over potential new tariffs on the server supply chain. Mike Yang, EVP and GM of Cloud Computing at Quanta...
Friday 8 November 2024
Quanta to expand SEA production portfolio amid surging demand post-US elections
Quanta Computer, the Taiwan-based ODM with production facilities worldwide, plans to expand its production portfolio in Southeast Asia in response to increased customer demand following...
Monday 28 October 2024
Lenovo bets big on smart vehicles: powers up autonomous driving with advanced computing platforms
Lenovo is optimistic about the future of smart vehicles and plans to focus its resources on this growing market. The company recently established an Emerging Technology Group, led...
Friday 18 October 2024
QCT and Pegatron to capitalize on AI server growth
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Thursday 17 October 2024
Speculation arises around Nvidia CEO's January travel to Taiwan
According to industry speculation, Nvidia CEO Jensen Huang will return to Taiwan on or around January 17, 2025, if no unexpected events occur. Aside from attending Nvidia's annual...
Monday 14 October 2024
Notebook market struggles: Compal's flat September sales signal weak demand in peak season
Compal, the world's second-largest notebook ODM, reported flat sales in September, traditionally a peak season for the electronics industry, indicating a lackluster notebook market...
Thursday 3 October 2024
Quanta purchases additional fuel cell systems to accommodate AI burn-in tests
Quanta Computer's (Quanta) US subsidiary, QMN, has announced the purchase of three fuel cell microgrid systems for US$79.75 million. The company stated that these additional systems...
Thursday 3 October 2024
AI demands significant power, prompting server ODMs to use green energy
With AI server power consumption on the rise and ESG trends, server ODMs are utilizing more green power.
Wednesday 2 October 2024
Quanta expands AI solutions beyond healthcare with QOCA platform
Quanta Computer, after years of pioneering AI-powered smart healthcare solutions, is now exploring wider applications across various industries. Robe Yang, senior director at Quanta's...
Wednesday 2 October 2024
Gogoro cleared of false origin allegations
Taiwanese electric scooter manufacturer Gogoro has been cleared of allegations that it falsely claimed its VIVA model was domestically produced. The Taiwanese government concluded...
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