AI servers are facilitating the prosperity of device assemblers and will persist in doing so until 2025, despite a decelerating consumer electronics sector.
As 2024 concludes and 2025 begins, AI remains the cornerstone of semiconductor sector growth, fueling increased demand for foundry services. However, Donald Trump's return to the...
The ongoing AI wave has created unique business opportunities for Taiwan, particularly in the AI server industry. However, merely offering servers is insufficient, and bundling them...
On December 17, Maggie Chen, chairperson of Chenbro, which has been designated as a server case supplier for Nvidia, was invited to speak at the 12th National Science and Technology...
In response to the US export control regulations introduced on December 2, China's Ministry of Finance issued a notice on December 5 regarding government procurement standards and...
Japanese company Nidec has announced its collaboration with Supermicro to develop a coolant distribution unit (CDU) for AI servers, which has already begun shipping. This new cooling...
Apple's cloud infrastructure progress has received much attention ever since the company began developing its Apple Intelligence technology. Currently, Apple Silicon chips are used...
Server ODMs demonstrated strong performance in the fourth quarter of 2024, driven by general purpose (GP) servers filling the gap as AI servers undergo a transitional period. ODMs...
Taiwan's PCB industry is experiencing a resurgence due to the rising demand for AI servers and low-Earth orbit satellites. This growth is primarily centered around rigid and flexible...
Taiwan's AI data center operator Zettabyte has announced that Pegatron will integrate Zware, its self-developed GPU software solution, to boost AI server performance and set a new...
Recent reports indicate that Hongjun Microelectronics Technology, a Chinese Arm server processor IC designer, is undergoing significant layoffs. Industry insiders suggest this may...
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.
Demand for AI servers will not peak in 2025, according to Quanta Computer executive VP and Quanta Cloud Technology general manager Mike Yang. In his opinion, the AI industry has seen...