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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...
Friday 8 November 2024
Small suppliers adapt to regional supply chains amid production shifts
Global supply chains are transforming from lengthy, interconnected networks to shorter, regionalized structures, driven by the prolonged US-China trade and tech conflicts and pandemic...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...
Friday 8 November 2024
Quanta to expand SEA production portfolio amid surging demand post-US elections
Quanta Computer, the Taiwan-based ODM with production facilities worldwide, plans to expand its production portfolio in Southeast Asia in response to increased customer demand following...
Thursday 7 November 2024
China could lead in AI applications despite US tech edge, says ex-Google China chief
The US currently holds a technological advantage in the field of AI, but China has considerable potential to catch up, especially in the application sector, according to Kai-Fu Lee,...
Wednesday 6 November 2024
Inventec expects double-digit sequential growth in server revenue
Inventec expects its server revenue to surpass initial projections for the fourth quarter of 2024, driven by robust H20 and H100 shipments. Despite declining notebook deliveries,...
Wednesday 6 November 2024
Acer e-Enabling Service Business reports record profits for 3Q24
Acer e-Enabling Service Business Inc. (AEB) achieved record-high quarterly and cumulative revenue and profits in the third quarter of 2024. As the potential of generative AI (GenAI)...
Wednesday 6 November 2024
Chicony Power eyes growth through AI, net-zero initiatives, notebook replacement demand
Taiwan's power supply provider, Chicony Power Technology, anticipates that its 2025 performance will likely surpass that of 2024, supported by multiple growth drivers. Key areas contributing...
Wednesday 6 November 2024
Super Micro misses revenue estimates amid accounting concerns and GPU delays
After receiving a notification from Nasdaq regarding non-compliance with listing rules, Super Micro released its preliminary net sales, which fell short of Bloomberg's average...
Wednesday 6 November 2024
Ibiden and Shinko Electric optimistic about AI, but standard server demand remains weak
Japanese IC substrate manufacturer Ibiden has lowered its overall performance forecast for the fiscal year 2024 (April 2024 to March 2025). Similarly, another IC substrate company,...
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
Intel CEO slams federal delays in CHIPS Act funding, calls out media on 'irresponsible' takeover rumors
Following Intel's disappointing financial results, CEO Pat Gelsinger addressed Bloomberg and Yahoo Finance, openly criticizing the Biden administration for delays...
Monday 4 November 2024
Smart mobility raises parking infrastructure concerns
Countries are making significant investments in smart city applications. According to one survey, consumers spend 70% of their time on transportation, making smart traffic management...
Monday 4 November 2024
Nvidia steps in to restructure Supermicro orders, reshaping AI supply chain
Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
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...
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