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Friday 20 October 2023
Liquid cooling sees increased demand from servers; Europe has higher demand than US
AI server solutions provider AMAX has seen demand for liquid cooling among server customers continue to increase, especially for cold plate cooling solutions, while that for immersion...
Thursday 19 October 2023
China's AI industry grapples with mixed prospects amid escalated US chip controls
With the Biden administration's heightened export controls on semiconductor chips to China, the Chinese AI industry finds itself in a mixed picture of some rejoicing and others facing...
Wednesday 18 October 2023
Connector makers keen to tap high-speed data transmission demand amid AI server boom
In an era of unprecedented data growth driven by devices ranging from notebooks to AI servers, the demand for high-speed data transmission at both the equipment and user ends continues...
Wednesday 18 October 2023
Pegatron steps up AI server deployment
Pegatron has stepped up its deployment in the AI server industry; at this year's OCP Global Summit, the company displayed product prototypes based on Nvidia's MGX modular reference...
Wednesday 18 October 2023
Huawei scores big as Chinese telcos boosts its tech arsenal with smartphone and AI server orders
In a strategic move that underscores Huawei's expanding influence on the Chinese market, the tech giant is set to supply China Mobile with 1.2 million units of its latest smartphone,...
Tuesday 17 October 2023
Flexible PCB makers diversify into automotive sector
Leading Taiwanese flexible PCB (FPCB) producers all see automotive as their next target market, market sources believe.
Tuesday 17 October 2023
Nvidia CEO meets server ODMs in Taiwan
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
Friday 13 October 2023
Notebook ODM sees shipment bounceback in September but remains conservative for 4Q23 outlook
Notebook ODMs saw their shipments increase in September, but their outlook for the fourth quarter remains conservative. Both Wistron's and Inventec's evaluations stated that shipments...
Friday 13 October 2023
Growing AI computing demands result in major improvements in servers and networking
The LLM behind generative AI requires processing massive amounts of data for training and faster transmission, which has presented lucrative business opportunities for manufacturers...
Wednesday 11 October 2023
Supermicro highlights AI as next industrial revolution; foundation of new era lies with digital data creation, storage, and processing
In 2024, the semiconductor sector will face several major changes. At the forefront of these changes are innovations in high-performance computing (HPC) and AI server supply chains...
Wednesday 4 October 2023
Reshaping the semiconductor landscape - generative AI, customized chips, and memory outlook in 2024
In 2024, the semiconductor sector faces pivotal shifts as demand for silicon wafers varies and global equipment spending adapts. At the forefront of these changes are innovations...
Monday 2 October 2023
AI server shipments herald bright future
Quanta chairman Barry Lam has been astonished by the orders placed by AI customers, and as client-side computing power sees a five to ten-fold increase every two years, hardware manufacturers...
Thursday 21 September 2023
AI bubble? Speculation arises about Microsoft cutting AI chip orders
Speculation has emerged that Microsoft has scaled down its orders for Nvidia's H100 AI chips, which some industry sources believe could help other companies get their hands on more...
Wednesday 20 September 2023
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023,...
Monday 18 September 2023
Motherboard makers raise shipment targets as AI server demands soar
The semiconductor industry's correction period has already exceeded one year due to weak demand for smartphones and notebook computers. Nevertheless, there is a light at the end of...