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Friday 16 February 2024
Notebook ODMs to see shipments pick up in March
According to industry sources, Taiwan-based notebook ODMs, several of which experienced sequential shipment decreases in January, are expected to witness a pickup in March shipment...
Wednesday 7 February 2024
Quanta leadership heads frontline charge as notebook ODMs compete for orders
As geopolitical factors continue to disrupt the conventional order, Quanta's top brass has been called into action, with vice chairman C. C. Leung personally heading to notebook juggernaut...
Tuesday 6 February 2024
Taiwan-based NB ODMs pivot resources to HPC and AI in 2024
In a recent shift, Taiwan-based laptop ODMs are directing their 2024 resources toward non-notebook ventures, notably in High-Performance Computing (HPC) and AI.
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Monday 22 January 2024
Quanta to embrace AI, says chairman
The AI era has finally arrived, according to Barry Lam, chairman of Quanta Computer. The company has been preparing for this since 2016 and received a constant stream of orders in...
Wednesday 17 January 2024
How will Taiwan-based suppliers emerge in a crowded power train market?
As power train manufacturers gear up for competition in the international market, the focus is on how Taiwan-based traditional powerhouses like Delta Electronics and new upstarts...
Thursday 11 January 2024
Quanta's server business achieved double-digit growth in 2023 due to AI servers
Quanta stated that in 2024, the demand for AI server orders will remain strong. However, key component shortages persist and are only expected to be resolved in the second half of...
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