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Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
Thursday 10 August 2023
Zhen Ding to set up new plant in Thailand
PCB maker Zhen Ding Technology has announced plans to set up a new plant in Thailand for the production of primarily automotive and AI server products.
Thursday 10 August 2023
Tai-Tech to mass produce TLVR inductors for AI server apps in 4Q23
Taiwan-based power inductor specialist Tai-Tech Advanced Electronics is on track to volume produce its newly developed trans-inductor voltage regulator (TLVR) dual winding inductors...
Thursday 10 August 2023
What role does Foxconn play in the AI server boom?
Industry observers have expressed an interest in the role of Hon Hai Precision Industry (Foxconn), which has a more than 40% market share in the global server market, in this era...
Wednesday 9 August 2023
Wah Lee sees robust AI-triggered demand for semiconductor materials supporting advanced packaging
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server...
Tuesday 8 August 2023
Passive component inventory adjustment continues; suppliers rush to break into AI server supply chain
With the overall economy yet to improve and customer inventory adjustments continuing, passive component suppliers have called 2023 a year where "the slack season is slacking, but...
Tuesday 8 August 2023
Server ODMs see bleak prospects for general-purpose server shipments in 2H23
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
Monday 7 August 2023
Wistron steps up investment in Vietnam
Wistron's board of directors recently approved a company plan to inject an additional US$24.5 million into its manufacturing site in Vietnam.
Wednesday 2 August 2023
Delta expects stable growth in 3Q23
Delta Electronics anticipates sales in the third quarter will increase and outperform the previous quarter thanks to a sustained increase in orders for AI servers and stable demand...
Tuesday 1 August 2023
ODMs look to AI servers for profit growth
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
Friday 28 July 2023
China eyeing self-supply of AI server liquid cooling solutions
According to supply chain sources, many major Chinese server makers are strategically focusing on liquid-cooled AI servers to meet demand from datacenters, and there are also quite...
Friday 28 July 2023
Nvidia prioritizes AI GPU supply for long-term partners
Nvidia has given its long-term partners, including Quanta Computer, Wistron, and Supermicro, priority to receive its AI GPUs which are in great demand, according to industry sources...
Friday 28 July 2023
Analysis lab iST eyes record profit in 2024 amid strong AI chip demand
Analysis and verification lab Integrated Service Technology (iST) is optimistic about its business in 2023 and 2024. The company could possibly record profits next year, thanks to...
Thursday 27 July 2023
CSPs offering inference and prompt engineering combination to satisfy customized AI demand from customers, says DIGITIMES Research
Demand for generative AI (GenAI) and large language model (LLM) is rising rapidly, driven by the emergence of ChatGPT, a chatbot developed by OpenAI. For their large scale as well...
Thursday 27 July 2023
LandMark silicon photonics shipments for AI server apps to double in 2023
Taiwan-based LandMark Optoelectronics, dedicated to supplying GaAs and InP-based epi-wafers and silicon photonics components, expects its silicon photonics revenue for the entire...