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Friday 14 July 2023
With protectionism intensifying in China, how should Taiwan's semiconductor supply chain respond?
Amid the ongoing US-China trade war, Chinese communication system giants such as Huawei and ZTE have taken a low-key approach on the international stage, but back in their home country,...
Friday 14 July 2023
Intel CEO held low-key meeting with Tsinghua Unigroup on China visit
Chinese AI server leader H3C recently issued a press release stating that Intel CEO Pat Gelsinger and Chief Commercial Officer Christoph Schell visited the headquarters of Tsinghua...
Wednesday 12 July 2023
Intel offers customized AI processors to China, backed by major Chinese AI server providers
As the US seeks to tighten export controls on AI chips to China, Intel held a press conference in Beijing on July 11, announcing the launch of the deep learning processor Habana Gaudi...
Wednesday 12 July 2023
Cooling module makers upbeat about AI server demand in 2H23
Cooling module manufacturers, such as Auras Technology and Asia Vital Components (AVC), are predicting relatively high demand for AI servers in the second half of this year, despite...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...
Monday 10 July 2023
Increased demand for AI servers headlined by cloud computing, with edge picking up speed
A survey by the International Data Corporation (IDC) showed that generative AI technology is still in its early stages of development. Globally, only 24% of corporations plan to invest...
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Friday 7 July 2023
Tai-Tech looks to AI servers, automotive electronics for 2024 growth
Power inductor specialist Tai-Tech Advanced Electronics has expressed optimism about its revenue growth in 2024, particularly in the second half of the year, thanks to robust demand...
Thursday 6 July 2023
HBM memory prices rise amid surge in AI server demand
High-bandwidth memory (HBM) prices have begun to rise in response to a surge in AI server demand, according to industry sources.
Tuesday 4 July 2023
Robust AI server demand to buoy Wistron 2H23 sales, profit
A strong pull-in of orders for AI servers with multi-GPU architecture already boosted Wistron's June sales, with profits for the month also topping the overall profits generated in...
Thursday 29 June 2023
HBM memory demand to boom
Due to the bandwidth limitations of DDR SDRAM in high-speed computation, high bandwidth memory (HBM) is rapidly gaining popularity as a means to circumvent memory transmission speed...
Wednesday 28 June 2023
Advanced packaging supply falling short of demand
The production of AI server chips necessitates not only advanced process fabrication but also the packaging used for high-end HPC processors; however, the supply of advanced packaging...
Tuesday 20 June 2023
Quanta fortunate to maintain pace with AI transformation, says chairman
At a recent shareholder meeting, company chairman Barry Lam stated that Quanta Computer is privileged to have caught up to the AI transformation era.
Tuesday 20 June 2023
Jentech to see sharp growth in heat spreader shipments for AI servers
Heat spreaders have to be made bigger and thicker to support AI chips with a larger surface areas and higher performance, according to Jentech Precision Industrial president Chin-Lung...
Next-Gen Retail Revolution: The Power of Edge AI and Cloud Surveillance
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research