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Monday 16 December 2024
China's AI servers see a rise in local chip adoption, procurement policy threatens Nvidia
In response to the US export control regulations introduced on December 2, China's Ministry of Finance issued a notice on December 5 regarding government procurement standards and...
Monday 16 December 2024
AI server cooling and Taiwan supply chain

Introduction

Friday 13 December 2024
Supermicro partners with Nidec on water cooling CDU to enhance NVL72 cooling efficiency
Japanese company Nidec has announced its collaboration with Supermicro to develop a coolant distribution unit (CDU) for AI servers, which has already begun shipping. This new cooling...
Friday 13 December 2024
Apple may work with Broadcom for AI server chips
Apple's cloud infrastructure progress has received much attention ever since the company began developing its Apple Intelligence technology. Currently, Apple Silicon chips are used...
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...
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...
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...
Thursday 5 December 2024
Chinese Arm-based server IC design house reportedly cutting jobs amid TSMC's 7mm chip supply halt
Recent reports indicate that Hongjun Microelectronics Technology, a Chinese Arm server processor IC designer, is undergoing significant layoffs. Industry insiders suggest this may...
Wednesday 4 December 2024
Ibiden plans 40% output boost for AI server IC substrates in 2025
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Tuesday 3 December 2024
Shift in brand AI server orders; Taiwan contract firms still benefit
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.
Tuesday 3 December 2024
AI servers will not peak then slow in 2025, says Quanta EVP Mike Yang
Demand for AI servers will not peak in 2025, according to Quanta Computer executive VP and Quanta Cloud Technology general manager Mike Yang. In his opinion, the AI industry has seen...
Tuesday 3 December 2024
Shinkong diversifies amid European auto slump, eyes AI server opportunities
Shinkong Synthetic Fibers continues to navigate through Europe's prolonged automotive market downturn by implementing proactive diversification strategies and making a strategic entry...
Monday 2 December 2024
Elon Musk lands priority for Nvidia GB200 delivery in January with US$1.08 billion
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO...
Monday 2 December 2024
MiTAC to double capex in 2025, diversifying production amid Trump 2.0
MiTAC Corporate President Billy Ho expressed optimism for 2025, though he acknowledged the significant uncertainties ahead, including geopolitical tensions and the potential impact...
Thursday 28 November 2024
Robust AI server demand to drive Wistron's triple-digit revenue rise
Wistron anticipates reporting a three-digit percentage increase in its AI server sales for 2024, followed by another substantial three-digit growth in 2025, driven by robust market...