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Friday 18 October 2024
Pegatron unveils new server at OCP summit, targeting AI and LLM inference training
Pegatron is making significant strides in the server business, recently showcasing its latest AI solutions at the 2024 Open Compute Project (OCP) Global Summit. This includes six...
Friday 18 October 2024
ASML's 3Q24 report reveals diverging paths in wafer manufacturing
Since ASML reported a slowdown in semiconductor manufacturing equipment orders, over EUR 60 billion (US$65.3 billion) of the firm's market value has evaporated, prompting the market...
Friday 18 October 2024
Ecosystems, not first movers, will define AI's future success, says Appier CTO
As more and more conglomerates and stakeholders join the AI wave, each is striving to position themselves to get ahead of the game. However, Chen Mingyu, Chief Technology Officer...
Friday 18 October 2024
Has ASML's China boom finally hit a wall?
ASML's late-night financial report landed like a "depth charge" in the semiconductor industry, exposing the fragility of the AI-driven demand surge. Orders from China, which had bolstered...
Friday 18 October 2024
Immersion cooling to cause major system overhaul and supply chain transformation
Many manufacturers are optimistic about liquid cooling solutions as artificial intelligence (AI) applications push cooling needs to the limits of current air-cooling systems. However,...
Friday 18 October 2024
Cerebras challenges Nvidia's dominance despite supply chain risks and heavy reliance on a single client
The vast business opportunities in AI have attracted numerous companies eager to capitalize on these prospects.
Friday 18 October 2024
TSMC 2024 revenue may exceed NT$3 trillion; several market concerns remain
The TSMC's earnings call on October 17, 2024, showcased impressive results, exceeding the expectations of investors and research institutions alike. While TSMC has provided positive...
Friday 18 October 2024
High-spec power supplies for AI computing to drive growth for Liteon
As power management and heat dissipation become increasingly important with the high-performance computing required for generative AI, a trend is emerging in the field of power supplies:...
Friday 18 October 2024
Lenovo's AI strategy: New hardware unveiled, software takes center stage
At the 2024 Tech World event, Lenovo unveiled its latest AI-enabled devices and services, including the AI PC product ThinkPad X1 2-in-1 Gen 10 Aura Edition and Moto AI integrated...
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,...
Friday 18 October 2024
AI demand is substantial and intense, says TSMC CEO
Chip demand for AI is substantial and intense, according to TSMC chairman and CEO C. C. Wei. TSMC's revenue from AI server chips is forecast to increase by over threefold in 2024...
Friday 18 October 2024
Foxconn expands into AI with ambitions of forming full supply chain
With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.
Friday 18 October 2024
Lenovo CEO bullish on AI PC and infrastructure market growth
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yan...
Thursday 17 October 2024
TSMC reports soaring profits in 3Q24, US$23.5 billion earned in the first three quarters
TSMC announced its financial results for the third quarter of 2024 on October 17th, reporting consolidated revenue of NT$759.69 billion (approx. US$23.5 billion) and a net profit...
Thursday 17 October 2024
HHTD24: NVLink Switch unveiled, in-house equipment maximizes automation
This year's Hon Hai Tech Day (HHTD24) not only showcased Foxconn's latest technological developments and plans to partners, investment institutions, and the media, but it was also...
Research Report Database
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