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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...
Tuesday 29 October 2024
Copper-clad laminates: aiming for growth amid AI data center boom
As product specifications advance, copper-clad laminate (CCL) manufacturers are optimistic about growth in AI data centers and automotive electronics. Taiwan-based firms such as Elite...
Friday 25 October 2024
Micron PCIe Gen5 SSDs earn spot on Nvidia GB200 NVL72 vendor list
Micron Technology has announced that its 9550 PCIe Gen5 E1.S data center SSDs have been qualified for Nvidia's recommended vendor list (RVL) for the NVIDIA GB200 NVL72 system and...
Friday 25 October 2024
Win Semi upbeat about compound semiconductors for AI, satellite communication applications
Compound semiconductors are crucial in the rapid advancement of AI, data center applications, and satellite communication, according to Yu-Chi Wang, vice chairman of GaAs foundry...
Thursday 24 October 2024
SenseTime's AI data center heavily utilizes Chinese chips including Huawei, Biren
Chinese AI company SenseTime has announced that its Shanghai-based AI data center will extensively use domestically manufactured chips, including products from Huawei and Biren Technology...
Monday 21 October 2024
US tech giants pour US$8.2 billion into UK's cloud infrastructure to seize AI sovereignty opportunities
The UK government has announced that four US cloud technology and data center operators—ServiceNow, CoreWeave, CyrusOne, and CloudHQ—will invest a total of up to GBP6.3...
Friday 18 October 2024
High-spec power supplies for AI computing to drive growth for Liteon
As power management and heat dissipation become increasingly important with the high-performance computing required for generative AI, a trend is emerging in the field of power supplies:...
Friday 18 October 2024
Foxconn expands into AI with ambitions of forming full supply chain
With the surging demand for computing power driven by artificial intelligence (AI) applications, the AI market continues its rapid expansion.
Friday 18 October 2024
Lenovo showcases new Neptune water cooling solution for data centers
Lenovo introduced its latest Neptune water cooling technology for data center applications, featuring an open-loop design, at its annual Tech World event in Seattle, Washington.
Research Report Database
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