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Thursday 21 November 2024
Nvidia outpaces revenue estimates with strong data center growth amid mixed analyst reactions
Nvidia issued a revenue forecast that fell short of the most optimistic projections, hinting at potential limits to its rapid growth. Despite this tempered outlook, the company's...
Wednesday 20 November 2024
Liquid cooling for servers set to take off: 4 main challenges ahead
The era of liquid cooling for servers is on the horizon, but significant challenges remain. DIGITIMES Research analyst Kaylee Chiu outlines four critical hurdles liquid cooling technology...
Monday 18 November 2024
Nvidia's Blackwell rack design reportedly faces overheating, potentially delaying shipments
Nvidia's upcoming Blackwell GPUs, already delayed to market, are reportedly facing severe overheating issues in high-capacity server racks, raising concerns over deployment timelin...
Monday 18 November 2024
AMD hits record server market share in 3Q24 as Intel counters in client PC market
2024 has been a standout year for AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 processors. Mercury Research's...
Thursday 14 November 2024
ENLight, Bulky Animation forge AI alliance to revolutionize filmmaking
Taiwan's AI computing power vendor ENLight Corp has teamed up with Bulky Animation Studio to establish an AI audiovisual technology center tailored to the growing AI needs of the...
Thursday 14 November 2024
Accton invests in InLC to enhance optical communication capabilities
Accton has announced its board's approval for an investment in InLC Technology (InLC). This long-term investment aims to strengthen the R&D of foundational optical communication...
Thursday 14 November 2024
Wiwynn hits record-high profits in 3Q; expands capacity to meet demand
Wiwynn has reported record-breaking revenue and profit for the third quarter of 2024 and is expanding production capacity to keep up with future growth. The company announced it would...
Wednesday 13 November 2024
SK Hynix's US subsidiary Solidigm introduces industry's first 122TB eSSD fit for AI applications
Solidigm, a U.S. subsidiary fully-owned by Korea's SK Hynix, and a leading provider of innovative NAND flash memory solutions, introduced today the 122TB (terabyte) Solidigm D5-P5336...
Tuesday 12 November 2024
YTL Group turns to Wiwynn for AI data center orders amid Supermicro uncertainty
YTL Group, Malaysia's largest conglomerate, has reportedly redirected its AI server orders from Supermicro to Wiwynn, a Wistron subsidiary, amid growing market attention on Supermicro's...
Monday 11 November 2024
AI boom drives data center evolution and strains global energy grid
TSMC's earnings call for the third quarter of 2023 underscored a core message: "AI is Real." As AI demand surges, the expansion of data centers has become crucial. Nvidia CEO Jensen...
Thursday 7 November 2024
Panasonic's battery division offsets EV sales slowdown with rising demand for data center energy systems
Panasonic's battery manufacturing division has found a silver lining in the growing demand for data center energy systems, offsetting the impact of slowing electric vehicle (EV) sales...
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...
Monday 4 November 2024
Generative AI faces bottlenecks from limited data, rising resource demands, and copper shortages
Generative AI requires ample resources, yet challenges such as limited high-quality data, rising freshwater and electricity consumption in data centers, and a widening copper supply...
Wednesday 30 October 2024
AMD revises MI300 series sales upward to US$5 billion in 2024
During the latest earnings call, AMD once again raised its sales outlook for its AI accelerators, though the growth was not as high as investors had anticipated.
Wednesday 30 October 2024
AMD doubles data center sales, but outlook disappoints
AMD released its latest financial results for the third quarter of 2024. Its revenue rose 18% compared to the same period last year to US$6.82 billion, surpassing the consensus estimate...