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NEWS TAGGED CSP
Friday 13 December 2024
Cloud wars: Top players set to dominate AI landscape by 2025, according to Sequoia report
In a sweeping analysis of the AI sector, Sequoia Capital projects a widening competitive moat among leading cloud providers through 2025, as infrastructure buildout reaches critical...
Friday 13 December 2024
Apple may work with Broadcom for AI server chips
Apple's cloud infrastructure progress has received much attention ever since the company began developing its Apple Intelligence technology. Currently, Apple Silicon chips are used...
Monday 9 December 2024
AWS sees unprecedented Apple endorsement, highlighting AI computing challenges and cloud chip competition
At the AWS re:Invent conference, an appearance by an Apple representative highlighted two key issues. It underscored the ongoing challenge of insufficient computing resources for...
Tuesday 26 November 2024
Molicel BBUs enter AI supply chain
Taiwan-based E-One Moli Energy (Molicel) has commenced shipments of backup battery units (BBU) to a major cloud service provider (CSP), according to parent company Taiwan Cement (T...
Tuesday 19 November 2024
Trump's return sparks concerns over AI regulation and cloud operations in China
President-elect Donald Trump will be sworn in on January 20, 2025. A primary concern in the software sector is the potential tightening of regulations on open-source models and the...
Friday 15 November 2024
DIGITIMES 2025 Tech Forum: Decoding the new 'smiling curve' - navigating server sector challenges
Harold Liu, Director of Wiwynn's Pioneering Excellence Center, highlighted how AI servers are transforming the traditional server supply chain. Liu noted that GPU servers operate...
Wednesday 6 November 2024
Nuvoton enters off-peak season in 4Q24, expects continued demand in CSP customer projects through 2025
Leading microcontroller (MCU) manufacturer Nuvoton Technology's (Nuvoton) chairman Yuan-Mou Su, stated that the fourth quarter of 2024 marks the beginning of an off-peak season, leading...
Tuesday 5 November 2024
Top CSPs commit to strong investments in AI data centers, ensuring prosperity for Taiwanese suppliers through 2025
The top three global cloud service providers (CSPs) are committing to strong investments in AI data centers, ensuring steady operations for Taiwan's data center supply chain—covering...
Tuesday 8 October 2024
CSP in-house development of ASIC accelerators

Introduction

Tuesday 24 September 2024
GUC announces adoption of HBM3E IP by CSP data center
Global Unichip Corp. (GUC), the Advanced ASIC Leader, is pleased to announce that its 3nm HBM3E Controller and PHY IP have been adopted by a leading Cloud Service Provider (CSP) and...
Wednesday 4 September 2024
Cable maker VSO upbeat about AI server demand beginning in 2025
VSO Electronics, a specialist in the development, production, and distribution of connection cables, is targeting six major industries for future developments, and has begun developing...
Monday 2 September 2024
Supermicro's expansion sparks new competitive challenges
Supermicro's troubles are escalating as the company faces scrutiny from short-sellers, delays its annual report, and experiences a sharp decline in market value. The larger question...
Friday 30 August 2024
Nvidia beats expectations again, as market raises the bar higher than ever
Nvidia's widely anticipated financial statement for the second quarter of fiscal year 2025 (up until July 28) has been announced. Its revenue has once again exceeded the financial...
Thursday 22 August 2024
Samsung lands short lead-time HBM orders from China CSPs
China-based cloud service providers (CSP) have placed short lead-time orders for HBM memory with Samsung Electronics, purposely stockpiling HBM chip inventory ahead of time due to...
Monday 5 August 2024
Slowing automotive demand hits Novuton
Nuvoton Technology, which is focused on growing its automotive and industrial control businesses, reported an unusual quarterly loss in the second quarter of 2024.