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Wednesday 25 September 2024
Techman Robot upbeat on sales prospects for next 3-5 years
Techman Robot has maintained its leading position in robotics technology since the 2015 launch of its cobot arm equipped with a visual system, a feature unmatched by competitors,...
Monday 23 September 2024
Taiwan emerges as 'AI Cremona', but Quanta CTO urges beyond manufacturing
Taiwan has established itself as the global epicenter for generative AI hardware production, manufacturing 90% of the world's AI servers. TSMC, in particular, holds the exclusive...
Friday 30 August 2024
Nvidia confirms Blackwell shipments in 4Q24, easing supply chain concerns
NVIDIA's recent fiscal 2025 second-quarter financial report, ending July 28, has not only surpassed market expectations but also addressed concerns surrounding the supply of its new...
Wednesday 28 August 2024
Apple maintains MacBook shipments at 15M units amid Foxconn, Quanta, and Wingtech order cuts
The global notebook (NB) market is experiencing a period of stagnation in 2024, with shipments expected to remain largely flat or show only single-digit percentage changes. This comes...
Thursday 22 August 2024
Quanta optimistic about AI automation as subsidiary Techman to enter robot market in 2025
Techman Robot (Techman), a business division of Quanta Group, is expected to enter the market in 2025.
Friday 16 August 2024
Contract electronics manufacturers adjust to become service-oriented
Taiwan-based contract electronics manufacturers are providing flexible production and shifting toward a more service-oriented business model.
Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Wednesday 10 July 2024
AI server surge boosts June revenue at Foxconn, others
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Wednesday 26 June 2024
Server industry sees no off-season in 2024
Generative AI has helped boost the server industry throughout 2024, driving high demand for AI servers and a recovery in the conventional server market.
Wednesday 19 June 2024
Quanta's automotive sector secures four major clients with orders scheduled until 2030
Quanta's On-Board Computer (OBC) business continues to grow, becoming the company's third major pillar alongside Notebooks (NBs) and servers.
Tuesday 18 June 2024
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
Monday 17 June 2024
Quanta chair sees AI boom in next 2 years
The AI trio is occurring concurrently, spanning product invention and planning, and market development, according to Quanta Computer chairman Barry Lam, who spoke at a shareholder...
Wednesday 5 June 2024
Quanta seeing supply for AI servers fall short of demand
Quanta Computer has already seen its supply for AI servers fall short of demand, with demand prospects looking encouraging, according to company chairman Barry Lam. Lam has also stated...
Holtek
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