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Friday 22 November 2024
PCB, CCL firms gearing up for 2025 AI server boom
Printed circuit board (PCB) and copper-clad laminate (CCL) manufacturers are positioning themselves to capitalize on the growing AI server demand to drive growth momentum in 2025.
Wednesday 20 November 2024
Liquid cooling for servers set to take off: 4 main challenges ahead
The era of liquid cooling for servers is on the horizon, but significant challenges remain. DIGITIMES Research analyst Kaylee Chiu outlines four critical hurdles liquid cooling technology...
Wednesday 20 November 2024
AI servers, AI PCs, and automotive electronics to drive 2025 sales growth for Taiwan ODMs
Taiwanese IT product manufacturers expect AI server demand to drive their growth in the fourth quarter of 2024, as consumer electronics enters the traditional low season. Looking...
Tuesday 19 November 2024
Supermicro names BDO as new auditor, easing AI server supply chain uncertainty
Supermicro has successfully resolved its financial reporting issues by appointing BDO as its new auditor and submitting a comprehensive plan to Nasdaq outlining steps to regain compliance...
Tuesday 19 November 2024
Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable
Passive component distributor Nichidenbo held its earnings call on November 18, during which company president and spokesman Yao-kuo Yu forecasted steady growth in the PC and consumer...
Monday 18 November 2024
NetApp seeks collaboration with Taiwanese server manufacturers to explore AI vertical market opportunities
NetApp, Taiwan's leading storage brand, has announced plans to move beyond the manufacturing sector and venture into finance, healthcare, and retail to create more growth opportunities...
Monday 18 November 2024
Foxconn advances into the AI server market at SC24, showcasing GB200 racks, new HGX products
Foxconn, through its subsidiary FII and Ingrasys, made a strong showing at Supercomputing 2024 (SC24) in Atlanta, the US, demonstrating its latest AI server technology portfolio....
Monday 18 November 2024
Quanta's 3Q24 profit hits record highs, boosted by AI servers and FX gains
Quanta has capitalized on surging AI demand, achieving record-breaking revenue and profit in the third quarter of 2024. Revenue soared nearly 50% compared to the same period last...
Monday 18 November 2024
Taiwan tech supply chain at crossroads: AI boom meets geopolitical tensions
The rise of generative AI is reshaping the global technology landscape, putting Taiwan's critical role in the spotlight while geopolitical tensions threaten to fragment the semiconductor...
Friday 15 November 2024
Compal eyes Nvidia AI server partnership for 2025
Compal expects modest PC market growth in 2025, supported by the Windows 10 end-of-life transition and increasing AI PC adoption. The company is also making strides in the AI server...
Friday 15 November 2024
Financial resilience key to AI server ODMs amidst booming demand from likes of Nvidia's GB200
Taiwan-based server original design manufacturers (ODMs) anticipate a significant surge in AI server sales by 2025. However, the rapid increase in sales has led to higher accounts...
Wednesday 13 November 2024
AI servers power ODM revenue hike as Quanta, Wiwynn lead pack amid sluggish PC market
AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Wednesday 13 November 2024
Peripheral IC firms eye growth in 2025 on AI server demand
Rising AI server shipments are reportedly prompting peripheral chip manufacturers to project substantial operational growth in 2025.
Wednesday 13 November 2024
Apple may seek Foxconn's global capacity for AI servers
The rise of ChatGPT and other AI applications has driven IT companies to develop their own AI chips and servers, to meet the growing needs of both cloud-based services and edge devices...
Wednesday 13 November 2024
Passive component company Podak enters AI server supply chain amid 2025 demand shifts
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
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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