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Thursday 2 May 2024
Taiwan's computer industry production value CAGR nears 30% in past 5 years
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although...
Tuesday 30 April 2024
Water cooling demands to surge as Nvidia shows AI server TDP will continue rising
Nvidia's GTC 2024 has confirmed the architecture of AI GPU. However, the demand for water cooling is increasing along with the growth of computing power. Where 1,000 watts were deemed...
Tuesday 30 April 2024
As capital expenditures become focus for CSPs, Taiwan-based server suppliers eye opportunities
Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even...
Thursday 25 April 2024
Parade expects demand for AI PC, AMOLED iPad to drive 2H24 growth
High-speed transmission chip specialist Parade Technologies expects demand for AI PCs and AMOLED iPads to drive its sales growth in the second half of 2024.
Tuesday 23 April 2024
What factors lie behind system assembly changes for Nvidia's next-gen servers?
With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers...
Thursday 18 April 2024
Lite-On upbeat about shipments for AI servers; Progress in its energy storage biz
Lite-On Technology expects its power supply shipments for AI servers to rise 20-30% sequentially in the second quarter, said the company's president, Anson Chiu. All of its 3kW and...
Tuesday 16 April 2024
Computex 2024 to showcase leading GenAI hardware providers
The upcoming Computex is expected to prominently feature GenAI.
Tuesday 16 April 2024
AI server liquid cooling receives attention; 4 big challenges remain
Since the introduction of Nvidia's Blackwell processor platform, liquid-cooling heat dissipation has been seen as a trend in heat dissipation technology.
Tuesday 16 April 2024
CCL makers optimistic about demand for AI applications
Copper-clad laminate (CCL) manufacturers are confident about the demand for AI applications as they actively delve into the supply chain for AI servers.
Friday 12 April 2024
Taiwan's March export data show robust demand for AI servers from 4 major markets
Taiwan's Ministry of Finance (MOF) released preliminary import and export trade statistics for March 2024 and found that under the strong global demand for AI servers, Taiwan's overall...
Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Wednesday 10 April 2024
GPU lead times shortened, says Dell Taiwan
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...
Tuesday 9 April 2024
Delta Electronics powers AI revolution with next-gen solutions
Delta Electronics boasts a comprehensive framework for energy-related solutions.
Tuesday 9 April 2024
Server ODM Wiwynn sees 1Q24 revenue hit 4-quarter high
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Tuesday 9 April 2024
No off-peak slowdown for Wistron, as AI servers drive momentum
ODM companies are seeing better-than-usual performance during the traditional off-peak season, thanks to momentum driven by AI servers.