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Wednesday 29 May 2024
Nvidia jumps to FOPLP for AI server chips amid CoWoS capacity strain
Nvidia is reportedly planning to adopt Fan-Out Panel Level Packaging (FOPLP) technology for its GB200 AI server chips ahead of schedule, aimed at addressing the tight production capacity...
Wednesday 29 May 2024
Liteon readies liquid cooling solutions for Nvidia's GB200 Superchips
Nvidia's GB200 Superchips are about to be shipped. Liteon Technology has sent its AI server liquid cooling solution specifically designed for Nvidia GB200's 19-inch OCP racks for...
Wednesday 29 May 2024
Foxconn to flex AI muscle at Computex, with Nvidia-powered next-gen servers to begin shipping in 3Q24
Computex 2024 is set to be the leading showcase for the latest advancements in AI technology, as the field continues to heat up with Nvidia's next-gen GB200 chip scheduled to launch...
Monday 27 May 2024
Generative AI fuels Nvidia chip sales, shifts Taiwan's export dynamics
Generative AI has ignited a boom in Nvidia chip sales, with DRAM manufacturers offering HBM products also seeing a surge in orders.
Friday 24 May 2024
Steady demand for passive components in AI servers amid general unclear forecasts, says Nichidenbo
Passive component distributor Nichidenbo has been riding the AI wave in the market, with AI server-related orders growing steadily.
Tuesday 21 May 2024
Microsoft's AI ambition clashes with carbon-negative goal as supplier green mandate intensifies
Amid Microsoft's aggressive AI investments, the company's ambitious 2020 pledge to become carbon-negative by 2030 is now under scrutiny.
Tuesday 21 May 2024
Cooling, power supply, cabinets: server suppliers' main selling points at Computex
The server supply chain is gearing up for Computex Taipei in June, with key players such as Quanta, Wiwynn, Foxconn, Inventec, Compal, and Supermicro all exhibiting their latest AI...
Friday 17 May 2024
Foxconn Industrial Internet anticipates 40% global AI server market share in 2024
The ongoing AI wave is propelling major cloud service providers (CSP), brands, and enterprises to continue investing in the AI arms race, and it also allows related businesses to...
Friday 17 May 2024
IEIT, FII enjoy robust AI server demand in China
Robust AI server demand in China boosted the sales performance of Inspur Electronic Information Industry Systems (IEIT) and Foxconn Industrial Internet (FII) in the first quarter...
Thursday 16 May 2024
Taiwan PCB makers focus spending on high-end HDI boards
Taiwan-based PCB manufacturers are prioritizing capital expenditure on high-end HDI boards.
Thursday 16 May 2024
Quanta's 1Q24 earnings call: opportunities in AI, 3 key factors for upcoming strategies
Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax,...
Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Tuesday 14 May 2024
Asus optimistic about 2H24 prospects, with AI PCs and servers contributing to revenue
Asus has reported better-than-expected results for the first quarter of 2024, as its PC and motherboard businesses see sustained shipments, and AI servers begin contributing significantly...
Tuesday 14 May 2024
Memory price hikes to continue in 2024, says Micron CBO
Memory manufacturer Micron Technology expects memory prices will continue climbing throughout 2024 and that pricing will increase significantly in the coming quarters.