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Tuesday 10 December 2024
ODM server shipments stay strong in 2024; benefit from Nvidia Blackwell in 2025
Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...
Tuesday 10 December 2024
Feng Ching targets high-end insulation wires for AI data centers and EV applications
Feng Ching Metal Corp., a Taiwanese manufacturer specializing in enameled and other insulated wires, anticipates stable sales growth in products catering to emerging energy applications,...
Tuesday 10 December 2024
China's industrial and automotive chip drive powers military-grade AI robotics
China's push for semiconductor self-sufficiency, spurred by US restrictions, is yielding dual-use technological advances that span both civilian and defense sectors. Several key developments...
Monday 9 December 2024
AI servers and satellite demand drive Taiwan's PCB industry back to growth
Taiwan's PCB industry is experiencing a resurgence due to the rising demand for AI servers and low-Earth orbit satellites. This growth is primarily centered around rigid and flexible...
Monday 9 December 2024
India's AI ambitions take shape with a sovereign ecosystem
India is intensifying its focus on establishing sovereignty in artificial intelligence (AI), emphasizing technological self-reliance and global competitiveness.
Monday 9 December 2024
AWS sees unprecedented Apple endorsement, highlighting AI computing challenges and cloud chip competition
At the AWS re:Invent conference, an appearance by an Apple representative highlighted two key issues. It underscored the ongoing challenge of insufficient computing resources for...
Friday 6 December 2024
Pegatron partners with Zettabyte to boost AI server computing performance
Taiwan's AI data center operator Zettabyte has announced that Pegatron will integrate Zware, its self-developed GPU software solution, to boost AI server performance and set a new...
Friday 6 December 2024
Apple Intelligence reportedly aims for China debut amid Baidu integration hurdles
Apple Intelligence is targeting launch in the Chinese market by April 2025, but reports indicate that its collaboration with Baidu is facing difficulties.
Friday 6 December 2024
AMD CEO Lisa Su is ready for the AI spotlight
Advanced Micro Devices (AMD) CEO Lisa Su has spent most of her decade in the top job at the chipmaker keeping a tight rein on expectations.
Friday 6 December 2024
HPE exceeds revenue and operating margin targets on AI-server momentum despite margin concerns
Hewlett Packard Enterprise (HPE) surpassed revenue and operating margin expectations in its latest quarter, driven by strong AI-server demand, though margin pressures raise questions...
Friday 6 December 2024
Foxconn reports November revenue decline due to slow consumer and networking products
Foxconn reported a November revenue of NT$672.585 billion (approx. US$20.76 billion), surpassing the total earnings of the previous year in the first 11 months of 2024. Despite a...
Friday 6 December 2024
Sakura Internet expands GenAI business, estimates need for 10,000 Nvidia GPUs annually
Sakura Internet is collaborating with NEC to develop a generative AI (GenAI) service platform, integrating NEC's "cotomi" AI technology into its offerings. To support this initiative,...
Thursday 5 December 2024
Foxconn steps up AI deployment in green energy
Amid surging electricity demands and growing potential in green energy, Foxconn is strengthening its market presence by leveraging AI to enhance operational efficiency and value cr...
Thursday 5 December 2024
Nvidia pledges AI collaboration with Thailand amid data center ecosystem hurdles
Nvidia plans to collaborate with the Thai government to establish a world-class AI infrastructure, though questions remain about Thailand's ability to fully capitalize on its strengths...
Thursday 5 December 2024
Sensor maker FineTek expands production amid surging server liquid cooling orders
FineTek, a leading Taiwanese sensor manufacturer, is experiencing a sharp increase in orders from server ODM clients this December, driven by the mass production of Nvidia's GB200...