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Friday 28 March 2025
Tariff turbulence looms—but AI server cooling stays hot
As global supply chains navigate renewed US-China trade tensions, Topco Technologies Corp. is capitalizing on a surge in demand for AI server thermal materials—one of the few...
Thursday 27 March 2025
Inergy sees growth in 2Q25 as AI server cooling fans ramp up
The chairman of IC design house Inergy, John Lin, stated that the growth momentum in the server and energy storage sectors is promising. The company has successfully entered the supply...
Thursday 27 March 2025
Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...
Wednesday 26 March 2025
IC distributors upbeat about 2025 prospects given end of inventory adjustments for industrial and automotive chips
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Tuesday 25 March 2025
DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client...
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Monday 24 March 2025
Trans-Sun breaks into AI servers & robotics, zeroes in on advanced electronic materials
Trans-Sun Materials Technology has been shifting its focus from distribution to high-value electronic functional materials while expanding into niche markets such as AI servers and...
Saturday 22 March 2025
GTC 2025: Asus secures major order for GB300 NVL72
Asus, which has collaborated with Nvidia for many years, quickly entered the AI server market by leveraging its R&D capabilities along with global marketing channels. During GTC...
Friday 21 March 2025
Pegatron plants its flag next to Nvidia HQ in strategic US expansion
Pegatron Corporation has opened a new office in Santa Clara, California—directly across from Nvidia's headquarters—as part of its strategic push to scale North American...
Thursday 20 March 2025
Iteq gears up for AI notebook surge in 2Q, eyes 2025 rebound
Iteq Corporation (Iteq), a major copper-clad laminate (CCL) manufacturer, faced growth challenges in 2024 due to Nvidia's GB200 chip shipment delays, underperforming compared to rivals...
Thursday 20 March 2025
GTC 2025: MiTAC showcases Nvidia MGX-based AI server
MiTAC Holdings Corporation (MHC)'s subsidiary MiTAC Computing Technology introduced its latest AI infrastructure solutions at Nvidia GTC 2025, debuting the MiTAC G4527G6 AI server...
Wednesday 19 March 2025
GTC 2025: Chenbro debuts with MGX enclosures
Enclosure manufacturer Chenbro participated in Nvidia's annual GTC conference for the first time, where it showcased its next-generation Nvidia GB300 server enclosure solutions and...
Wednesday 19 March 2025
GTC 2025: Pegatron raises the bar with GB300 AI servers, cutting-edge innovations
Pegatron Corporation took center stage at Nvidia's GTC 2025, with Chairman T.H. Tung leading the delegation as the company expands its footprint in the AI server market. It unveiled...
Wednesday 19 March 2025
Foxconn unveils next-gen AI server platform at Nvidia GTC 2025
Foxconn showcased its next-generation GB300 NVL72 platform, co-developed with Nvidia, at the Nvidia GTC 2025 event, underscoring its leading position in AI server hardware as the...