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Thursday 18 July 2024
Leading CCL makers see June revenues soar thanks to AI servers
Major Copper Clad Laminate (CCL) makers EMC, Iteq, and Taiwan Union Technology Corporation (TUC) are forecasting a bumper year, as demand for AI servers continues to trend high leading...
Wednesday 17 July 2024
Tight supply of UQDs becomes bottleneck for AI server liquid cooling
The supply of Universal Quick Disconnects (UQD) for liquid cooling solutions has become tight, which may become the main bottleneck for AI server liquid cooling growth, according...
Tuesday 16 July 2024
Samsung spearheads NAND recovery as QLC, AI drive market shift
Samsung Electronics has nearly doubled its NAND Flash production in the second quarter of 2024 after hitting a low point in the fourth quarter of 2023.
Friday 12 July 2024
Global high-end AI server shipments to nearly triple in 2024, says DIGITIMES Research
DIGITIMES Research has upwardly revised the 2024 shipment forecasts for high-end AI servers and general AI servers to increase year-on-year by 182.6% and 54.2%, respectively, according...
Friday 12 July 2024
AI server shipments to surge in 2H24 as GPU shortage eases
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
Wednesday 10 July 2024
Asustek, Gigabyte post brisk June revenue
Asustek Computer and Gigabyte Technology reported their highest June revenue ever in 2024, indicating a growing demand for AI servers.
Wednesday 10 July 2024
Taiwan AI server export value grows significantly
According to customs export figures released on July 9 by the Ministry of Finance, in June 2024, the export value of ICT and audiovisual products reached US$10.7 billion, marking...
Wednesday 10 July 2024
Unimicron to expand high-end IC substrate market share
Unimicron Technology aims to expand its share of the high-end IC substrate market and surpass Japanese competitors by 2025, according to T. J. Tseng, chairman of the Taiwan-based...
Wednesday 10 July 2024
AI server surge boosts June revenue at Foxconn, others
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Tuesday 9 July 2024
AI, automotive electronics drive inspection demand
Product testing and certification labs are upbeat about demand from the AI and automotive segments, with one of the service providers, BTL, having already seen June sales climb back...
Friday 5 July 2024
Foxconn's June revenue skyrockets to record quarterly high on AI server boom
Driven by robust market demand for AI server products, Foxconn's (Hon Hai) revenue for June reached NT$490.725 billion (US$15.91 billion).
Thursday 4 July 2024
In-house chip development for AI servers likely to benefit IC backend houses
As more tech firms are developing their proprietary chips for AI servers, semiconductor manufacturers, including IC backend houses, are likely to benefit from the opportunities.
Wednesday 3 July 2024
Nvidia's new headache: How to downsize AI dominance amidst antitrust probes
Nvidia's AI market dominance may be significantly challenged by multi-country antitrust investigations.
Tuesday 2 July 2024
Innodisk expects 30% of 2024 revenue from AI products
Industrial control memory module maker Innodisk expects AI product sales to account for 30% of company revenue in 2024.
Tuesday 2 July 2024
Compal seeks talent from AI server peers
Competition has been heating up in the server industry, as server makers vie not just for GPUs, but talent as well.