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Friday 27 September 2024
US DOJ's reported probe into Supermicro could shift orders to benefit Taiwanese ODMs
Rumors are circulating that the US Department of Justice is conducting an investigation into Supermicro. The company has not responded, and relevant supply chains have also refrained...
Thursday 26 September 2024
AMD reportedly teams up with 2 Taiwan startups for SiPh R&D collaboration
AMD has teamed up with Taiwan-based BE Epitaxy Semiconductor Technology and Best Epitaxy Manufacturing for joint development of next-generation silicon photonics (SiPh) technology,...
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Monday 23 September 2024
Taiwan emerges as 'AI Cremona', but Quanta CTO urges beyond manufacturing
Taiwan has established itself as the global epicenter for generative AI hardware production, manufacturing 90% of the world's AI servers. TSMC, in particular, holds the exclusive...
Friday 20 September 2024
Wistron expects AI server demand to remain strong through 2025
Jeff Lin, the president of Wistron, indicated that the demand for AI servers remains robust and is expected to continue growing over the next two years. To meet customer demand, the...
Wednesday 18 September 2024
Manufacturers scramble to catch AI server supply train heading into 2025
In the era of AI, the AI server supply chain has become the latest market phenomenon. NVIDIA's dominance in the field has spurred component and assembly manufacturers to seek entry...
Wednesday 18 September 2024
Lenovo to manufacture AI servers in India amid global reliance on supply in Taiwan
China-based Lenovo has announced plans to begin manufacturing AI servers at its Puducherry plant in southern India and has established a dedicated AI servers R&D lab in Bengaluru...
Friday 13 September 2024
Niching targets revenue boost from AI server cooling, substrates, and driver ICs
Niching Industrial, a Taiwan-based semiconductor materials and components distributor, has experienced a significant resurgence in orders for its three primary product lines –...
Wednesday 11 September 2024
Taiwan's trade surplus with US hits record high on AI server export surge
Taiwan's trade surplus with the US reached an all-time high of US$42.26 billion in the first eight months of 2024, surpassing the US$35.6 billion total for all of 2023. This significant...
Wednesday 11 September 2024
Walsin affiliate opens new PCB plant in Penang
Elna Printed Circuits, a subsidiary of PCB manufacturer Global Brands Manufacture (GBM) under Walsin Technology Group, has inaugurated a new PCB facility in Penang, Malaysia.
Tuesday 10 September 2024
HPC and AI server demand fuels strong growth for connectivity solutions in 2H24
Despite AI servers gaining traction among component suppliers and system assemblers, traditional high-performance computing (HPC) applications continue to be in high demand, according...
Thursday 5 September 2024
Low margins in HPE's AI server business spark concerns
Despite reporting a surging revenue in AI servers, Hewlett Packard Enterprise (HPE) recorded dropping gross profit and gross margin, indicating lower margins from the growing AI server...
Wednesday 4 September 2024
Cable maker VSO upbeat about AI server demand beginning in 2025
VSO Electronics, a specialist in the development, production, and distribution of connection cables, is targeting six major industries for future developments, and has begun developing...
Wednesday 4 September 2024
Dell's five-quarter-long order visibility for AI boosts confidence in server supply chain
Following Nvidia, Dell has also delivered an impressive financial report thanks to artificial intelligence (AI). Dell is highly optimistic about the upcoming demand for AI and revealed...
Monday 2 September 2024
New opportunities of hardware and application by generative AI: Seizing the US$1.5 trillion market
AI research emerged in the 1940s and made breakthroughs in areas like expert systems, natural language processing, and machine learning from the 1960s to the 1980s. Essential milestones...