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Monday 2 December 2024
Intel balances US subsidies with renewed China commitment
On November 26, Intel Connection China, hosted in Chengdu, emerged as the company's largest technology ecosystem event to date, featuring participation from major partners including...
Thursday 28 November 2024
Microsoft faces broad antitrust investigation from US FTC
The US Federal Trade Commission has opened an antitrust investigation of Microsoft, drilling into everything from the company's cloud computing and software licensing businesses to...
Thursday 28 November 2024
Taiwan to power AI data center expansion with hydrogen tech
Through collaborations with US-based Bloom Energy, Taiwan is accelerating its AI data center development, with power supply emerging as a critical challenge. The government plans...
Wednesday 27 November 2024
AI agents poised to redefine industries with rapid adoption
The AI agent market is witnessing explosive growth as leading players, including Microsoft, Apple, Zhipu, and Huawei, race to solidify their positions. At the Baidu World 2024 conference,...
Tuesday 26 November 2024
Taiwan's supply chain is vital to global AI ecosystem, says Microsoft CVP
Taiwan's role in the global AI ecosystem cannot be overstated, according to Paul Lorimer, corporate VP of Office 365 Enterprise and cloud engineering at Microsoft.
Monday 25 November 2024
Global server shipments up in 3Q24 thanks to major CSPs, but to slip in 4Q24, says DIGITIMES Research
DIGITIMES Research estimates that global server shipments in the third quarter of 2024 grew by 4.3% compared to the previous quarter, surpassing its earlier forecasts, but because...
Friday 22 November 2024
Nvidia secures 60% of TSMC's doubled CoWoS capacity for 2025
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
Wednesday 20 November 2024
TSMC faces mounting pressure as Arizona chip push intensifies
TSMC could be compelled to shift its most advanced manufacturing processes to Arizona amid renewed US focus on domestic chip production. Taiwan's Economic Affairs Minister J.W. Kuo...
Tuesday 12 November 2024
Global server market, 3Q 2024

Introduction

Tuesday 12 November 2024
Traveling to the past with Zeiss
As we enter the era of artificial intelligence, major companies such as Nvidia, Microsoft, Apple, AWS, and Tesla are seizing vast resources, aiming for market dominance. However,...
Friday 8 November 2024
UAlink group challenges Nvidia's NVLink with open AI standard in 1Q25
The Ultra Accelerator Link (UALink) Consortium has officially become a legal entity, establishing itself to set a new high-speed, low-latency communication standard for AI data center...
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
Tech giants are set to spend US$200 billion this year chasing AI
Three months ago, Wall Street punished the world's largest technology firms for spending enormous amounts to develop artificial intelligence (AI), only to deliver results that failed...
Friday 1 November 2024
Microsoft and Alphabet report strong cloud earnings to ease AI monetization concerns
Cloud giants have recently released their latest financial results, with Alphabet and Microsoft reporting robust cloud performance, easing prior market concerns about the monetization...
Thursday 31 October 2024
Microsoft reports strong cloud-driven results, aggressively acquiring Blackwell chips to stay ahead
Microsoft reported robust financial results for the first quarter of fiscal year 2025, with revenue reaching US$65.59 billion, primarily driven by its cloud business. Azure demonstrated...