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Monday 8 May 2023
Is it wishful thinking for Samsung to outpace Nvidia in AI server processors?
For the first time ever, Samsung Electronics recently has bluntly publicized that its own AI server processors will surpass Nvidia's, but industry observers said regarding its major...
Monday 8 May 2023
Foxconn to see 2Q23 revenue fall
Hon Hai Precision Industry (Foxconn) reiterated its previous estimate of sequential and year-over-year revenue declines for the second quarter.
Friday 5 May 2023
Server demand outlook remains promising
According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising.
Friday 28 April 2023
Lite-On eyes growth with cloud server, auto optoelectronics applications in 2023
EMS provider Lite-On Technology expects revenue growth to be driven by sales generated from cloud server and automotive optoelectronics applications this year.
Monday 17 April 2023
Foxconn Industrial Internet expands as industrial adoption of GPT models accelerates
With the development of the digital economy, new forms of digital industries and business models continue to evolve. Therefore the demand for higher computing power, which is closely...
Friday 7 April 2023
Server sector warms up in 2Q23 for leap in second half of the year; ChatGPT AI trend fuels new momentum
The server sector is currently laying low to prepare for a big leap in the future. Quanta, which has been making double-digit delivery estimates every year, has downgraded its outlook...
Friday 31 March 2023
Server BMC chipmaker Aspeed aims for flat revenue growth
Server management SoC solution provider Aspeed Technology has set a flat or slight 5% revenue growth target for 2023.
Wednesday 29 March 2023
Altos expects 30% sales growth in 2023
Altos Computing, a subsidiary of Acer that provides high-performance computing (HPC) and cloud computing solutions, expects to post around 30% sales growth in 2023, owing to increased...
Wednesday 15 March 2023
Inventec upbeat about business prospects for 2023
ODM Inventec has expressed confidence in its business prospects for 2023, citing increased notebook, server, and smart device product line sales.
Tuesday 14 March 2023
Chenbro Micom expects revenue to grow quarter by quarter
Server chassis maker Chenbro Micom will see its revenue grow quarter by quarter in 2023, thanks to a gradual pick-up in demand for AI servers and data centers, according to the Taiwan-based...
Wednesday 8 March 2023
Supply chain braces for impact from Inspur blacklisting
The supply chain is bracing for the fallout of the blacklisting of China-based server manufacturer Inspur Group by the US Department of Commerce on March 3.
Tuesday 7 March 2023
With LEO satellite and Eagle Stream leading the way, EMC has positive outlook for 2023
Taiwan-based Elite Material Co. (EMC) is a CCL (copper-clad laminates) manufacturer with a leading presence in high-end HDI (high density interconnection) materials. In 2022, the...
Friday 24 February 2023
Wiwynn sees robust demand for AI servers
Up to 50% of orders from cloud data center operators are related to AI applications, according to Taiwan-based server ODM Wiwynn.
CHT
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