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Wednesday 12 February 2025
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
Wednesday 12 February 2025
Why are Quanta and Foxconn unfazed by GB200 delivery delays?
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Tuesday 11 February 2025
AI servers drive Foxconn's January revenue up 3.16% YoY
Foxconn reported NT$538.666 billion (US$16.4 billion) in revenue for January 2025, marking a year-over-year increase of 3.16% despite the Lunar New Year holiday impact. The company...
Thursday 6 February 2025
MLCC demand to boom in 2025, buoying Yageo and Walsin
The demand for multilayer ceramic capacitors (MLCC) is expected to increase significantly in 2025, which will provide a boost to major Taiwan-based passive component companies including...
Thursday 6 February 2025
Jinpao Precision sees sustained demand for AI server cabinets
Amid the furor surrounding the shock emergence of DeepSeek, strong financial results from the AI server supply chain show that demand remains strong. Chassis maker Jinpao Precision...
Thursday 6 February 2025
BizLink Holding reports record January revenue despite Lunar New Year Holidays
BizLink Holding, a connector and wire company, saw a boost in product shipments that helped it overcome the impact of the Lunar New Year holidays, achieving a record revenue of NT$5.555...
Thursday 6 February 2025
AI server boom fuels Murata's MLCC sales and profit rebound
Murata Manufacturing posted a consolidated operating profit of JPY234.1 billion (US$1.508 billion) for the April–December 2024 period, reflecting an 8.9% increase compared to...
Thursday 6 February 2025
DeepSeek's open-source AI boosts edge computing and robotics
Chinese AI startup DeepSeek's introduction of a cost-efficient, open-source AI model is creating a significant impact in the US tech industry, with implications for Taiwan's AI server...
Tuesday 4 February 2025
Taiwan server ODMs see DeepSeek upside
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
Monday 27 January 2025
EMS Watch: Taiwan leads AI servers, China bets big on edge computing
As 2024 came to a close, major companies unveiled their preliminary financial reports. Simultaneously, Nvidia CEO Jensen Huang toured Taiwan, hosting key industry leaders. With the...
Friday 24 January 2025
Nvidia CEO's China visit showcases strategic ties with rising robotics unicorns
When Taiwanese media reported on Nvidia CEO Jensen Huang dining with TSMC, supply chain partners, and AI server company executives, curiosity arose about the VIPs accompanying Huang...
Friday 24 January 2025
EMS Watch: Foxconn leads Taiwan's EMS firms as AI server boom drives record revenue
Six Taiwanese companies rank among the top ten global Electronics Manufacturing Services (EMS) providers for 2024, with Foxconn, Quanta, Wistron, and Inventec hitting record revenues,...
Thursday 23 January 2025
Foxconn, Mitac to benefit from Trump's AI infrastructure plan
The US is set to enhance its AI infrastructure under President Donald Trump's administration, with Taiwan-based server manufacturers Foxconn and Mitac positioned to capitalize on...
Wednesday 22 January 2025
Pegatron delivers GB200, invests US$18.3 million in US CSP firms
In a significant move into the AI server market, Pegatron has successfully delivered its first GB200 server rack to Lambda Labs, a US-based cloud service provider (CSP). The company...
Tuesday 21 January 2025
AI drives revenue growth for major electronics ODMs in 2024
Major Taiwan-based ODMs including Hon Hai (Foxconn), Quanta, Wistron, and Inventec enjoyed record-high sales in 2024, buoyed by robust AI server sales, while revenue at Pegatron and...
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