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Thursday 25 May 2023
AI server boom to stimulate cooling fan demand
AI server cooling fans use more electricity than conventional fans and have higher average selling prices, enabling new growth opportunities for cooling fan suppliers, according to...
Tuesday 23 May 2023
Mitac sees server order visibility stay low
The visibility of server orders remains low despite an influx of short lead-time orders, according to Mitac Holdings president Bill Ho. Mitac's outlook for the year is conservative...
Monday 22 May 2023
NAND flash prices may level off after 3Q23, says Silicon Motion
NAND flash memory prices are unlikely to stabilize until after the third quarter of 2023, according to Wallace Kou, president and CEO of flash device controller specialist Silicon...
Friday 19 May 2023
Nvidia sees AI GPU orders ramp up
Nvidia has seen a ramp-up in orders for its A100 and H100 AI GPUs, leading to an increase in wafer starts at TSMC, according to market sources.
Friday 19 May 2023
Tight GPU supply reportedly prompts Chinese firms to raise AI server prices
Inspur and other Chinese server companies have raised their AI server prices to reflect the limited availability of Nvidia's GPUs, according to media reports from China.
Thursday 18 May 2023
Samsung constructing a semiconductor-exclusive HPC center
Sources say Samsung Electronics is establishing a hyperscale data center for storage and analysis of the statistical data collected in semiconductor processes. Big data analysis and...
Thursday 18 May 2023
Lite-On gearing up for AI server boom
Lite-On Technology is gearing up for a surge in demand for AI servers, with a new US plant dedicated to developing power management systems for data centers and electric vehicle (EV)...
Tuesday 16 May 2023
Chenbro Micom to set up NCT sampling plant in Mexico
Server chassis specialist Chenbro Micom plans to set up a new numerical control turret (NCT) sampling plant in Mexico, according to company CEO Corona Chen, who also expects the company...
Monday 15 May 2023
Co-packaged optics market to grow sharply on AI/ML advancement
The overall data communication optics market is expected to grow sharply in the next decade, driven by the ever-larger dataset of AI and machine learning (ML) models, with co-packaged...
Friday 12 May 2023
Quanta looks to AI servers, EVs for 2023 growth
Quanta Computer expects to ramp up production for AI servers between the end of the third quarter and the fourth quarter. It also remains optimistic about growth generated from sales...
Friday 12 May 2023
Foxconn to see revenue drops in 2Q23
Hon Hai Precision Industry (Foxconn) expects to see its second-quarter revenue decrease both sequentially and on-year, due to ongoing inventory adjustments throughout many device...
Thursday 11 May 2023
Heat dissipation in high demand for AI servers
Heat dissipation for servers is in high demand due to the popularity of AI, according to Spencer Shen, chairman of cooling module maker Asia Vital Components (AVC).
Thursday 11 May 2023
ABF substrate market may regain prosperity in 2024
The ABF substrate market segment is expected to regain prosperity in 2024, buoyed by rising demand for AI servers, according to market sources.
Wednesday 10 May 2023
Wiwynn to see AI training server shipments boost
Wiwynn has initiated shipments of AI training servers, which currently only account for a small portion of the company's revenue but are projected to increase significantly by 2024,...
Wednesday 10 May 2023
Taiwan CCL suppliers face short-term headwinds
Copper clad laminate (CCL) suppliers in Taiwan have encountered short-term headwinds, with many reporting year-over-year revenue declines in the first quarter, but remain optimistic...
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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