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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Wednesday 21 August 2024
AMD's new game in town: US$4.9 billion bet to challenge Nvidia's AI dominance
In a bold move to bolster its position in the fiercely competitive AI and data center markets, AMD has acquired ZT Systems for US$4.9 billion. This strategic acquisition signals AMD's...
Wednesday 21 August 2024
Wiwynn sues X for US$61 million over unpaid server parts amid shifts to consignment model
Wiwynn, a Taiwanese cloud infrastructure provider, is suing X (formerly Twitter) for US$61 million, alleging a breach of a 2014 purchase agreement due to non-payment for approximately...
Wednesday 21 August 2024
Getac sees strong growth in rugged industrial computer opportunity pipeline, up 30-40% in potential sales
James Huang, Chairman of Getac Technology (Getac), announced that by the end of 2025, all of Getac's rugged industrial computers will be equipped with NPUs (Neural Processing Units)...
Tuesday 20 August 2024
IPC industry optimistic on growth in 2H24 due to market stabilization
Due to several factors such as inventory de-stocking and investment delays caused by weak economic environments, many industrial PC (IPC) companies faced declines in the first half...
Tuesday 20 August 2024
AMD's buyout of ZT Systems opens new doors for Inventec
AMD has announced its acquisition of server hardware firm ZT System (ZT), with...
Tuesday 20 August 2024
AMD acquires ZT Systems for US$4.9 billion to take on Nvidia
AMD is purchasing ZT Systems, a server hardware company. AMD has no intention of entering the server market. Instead, it's acquiring ZT Systems primarily for its skilled engineers...
Tuesday 20 August 2024
Supply chain actively developing GB200 servers despite Blackwell delay, say sources
Nvidia's revised launch schedule for its next-gen Blackwell AI chips has led to changes in the supply chain, with some server makers shifting their focus to developing GB200-based...
Monday 19 August 2024
AI server demand remains strong despite rumored Blackwell supply uncertainties, says Wiwynn
Amid recent rumors about uncertainties in Nvidia's Blackwell supply, Wiwynn expects growth momentum to remain intact, primarily driven by ASIC chip servers.
Monday 19 August 2024
India launches AI mission tender, reportedly limiting GPU procurement to local companies
India has initiated the bidding process for its AI Mission, requiring data centers and cloud providers to form partnerships to supply AI resources, such as GPUs, to academia, startups,...
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Thursday 15 August 2024
Cloud GPU growth to stabilize in 2025 after rapid increase
Cloud GPUs have seen massive growth under the current AI boom, with the annual growth rate of high-end cloud GPUs in 2024 to reach 217% if both supply and demand hold steady, says...
Thursday 15 August 2024
Topco eyes AI-driven growth for silicone thermal solutions in 2H24
As the consumer electronics market enters its traditional peak season in the latter half of 2024, Taiwan's specialty chemical materials distributor, Topco Technologies Corp, is optimistic...
Thursday 15 August 2024
DIGITIMES Research forecasts exponential AI chip market growth in special report
DIGITIMES Research released a special report on AI chips on August 14, highlighting the rapid development of the semiconductor market driven by generative AI.
Thursday 15 August 2024
Foxconn confirms timely delivery of Nvidia's GB200 AI servers
Amid recent rumors stating Nvidia's GB200 is facing shipment delays, Foxconn, as a primary supplier, clarified that the development of GB200 is on track and that the company will...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
CHT
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