Liquid cooling solution suppliers are eyeing growing business opportunities from AI servers, which have been driving changes in component specs to support the dissipation of the huge...
The printed circuit board (PCB) for AI servers is a high-end, high-value PCB for terminal applications, and the process technology threshold is higher, so fewer manufacturers have...
PCB maker Tripod Technology has stated that it is eyeing business opportunities in the AI server market segment, and expects its deployment in the segment to generate revenue beginning...
Demand for AI server processors, including CPUs, GPUs, and AI accelerators, has already contributed approximately 6% to TSMC's total revenue, according to company CEO CC Wei at a...
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...
The upcoming M3-equipped Mac series, as well as the demand for AI servers, are likely to drive ABF substrate demand in the fourth quarter of 2023, according to industry sources.
The book-to-bill ratio for multi-layer ceramic capacitors (MLCC) has risen to 0.91 on average from 0.84 in April, as orders from ODM customers have resumed, according to sources at...
Despite Intel's keen moves in promoting its latest AI solution, the Gaudi 2, in China recently, many Chinese AI companies are reportedly hesitant to switch their AI models onto Intel's...
China's leading AI server provider, Inspur Information, has recently partnered with Intel to announce the new generation AI server NF5698G7, equipped with the Gaudi 2 accelerator...
It appears that Intel strategically announced the launch of its customized AI processor, Habana Gaudi 2, for the Chinese market at a press conference held July 11 in Beijing, shortly...
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,...
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...
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...
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...
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...
