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Friday 6 December 2024
Semiconductor seismic shifts: leadership upheavals, AI gains, and global challenges
The semiconductor industry's recovery continues to show stark contrasts. While artificial intelligence (AI) technologies fuel growth for select manufacturers, others struggle with...
Friday 6 December 2024
Sakura Internet expands GenAI business, estimates need for 10,000 Nvidia GPUs annually
Sakura Internet is collaborating with NEC to develop a generative AI (GenAI) service platform, integrating NEC's "cotomi" AI technology into its offerings. To support this initiative,...
Thursday 5 December 2024
Nvidia pledges AI collaboration with Thailand amid data center ecosystem hurdles
Nvidia plans to collaborate with the Thai government to establish a world-class AI infrastructure, though questions remain about Thailand's ability to fully capitalize on its strengths...
Thursday 5 December 2024
Sensor maker FineTek expands production amid surging server liquid cooling orders
FineTek, a leading Taiwanese sensor manufacturer, is experiencing a sharp increase in orders from server ODM clients this December, driven by the mass production of Nvidia's GB200...
Wednesday 4 December 2024
AWS unveils 3nm Trainium3 for AI workloads
Amazon Web Services (AWS) has unveiled its latest innovation, the Trainium3 chip, featuring an advanced 3nm manufacturing process and scheduled for release in late 2025. The announcement...
Wednesday 4 December 2024
AWS unveils a trio of data center reforms, focus on liquid cooling and energy efficiency
Amazon Web Services (AWS) has announced three significant reforms in data center technology, including the streamlining of power distribution and structural design, the introduction...
Tuesday 3 December 2024
Shift in brand AI server orders; Taiwan contract firms still benefit
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.
Tuesday 3 December 2024
AI robots face uphill battle in industrial adoption
The development of AI robots spans multiple sectors, from smart factories to smart homes and specialized applications. However, for semiconductor giants like Nvidia and Qualcomm,...
Tuesday 3 December 2024
Nvidia and Tesla set to challenge IDMs' dominance in industrial robotics
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the...
Monday 2 December 2024
Elon Musk lands priority for Nvidia GB200 delivery in January with US$1.08 billion
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO...
Thursday 28 November 2024
Robust AI server demand to drive Wistron's triple-digit revenue rise
Wistron anticipates reporting a three-digit percentage increase in its AI server sales for 2024, followed by another substantial three-digit growth in 2025, driven by robust market...
Thursday 28 November 2024
Foxconn to assess impact of Trump's Mexico tariff proposal
On November 25, US President-elect Donald Trump announced via social media that he would sign an executive order on his first day in office, imposing a 25% tariff on imports from...
Thursday 28 November 2024
Nvidia's Green500 lead wavers as Chinese supercomputer lags with over-reliance on older chips
Due to restrictions on accessing Nvidia's most advanced GPUs, China's top 500 supercomputing systems rely exclusively on earlier-generation Nvidia accelerators, according to data...
Wednesday 27 November 2024
TSMC's CoWoS far from secure: Etron CEO flags Intel EMIB's rising threat
TSMC's CoWoS technology continues to scale, driven by strong demand from major clients such as Nvidia. Production capacity is projected to reach 75,000 units by 2025, with the persistent...
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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