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Thursday 11 April 2024
GenAI industry shifts: Apple and Google's rumored alliance and OpenAI's Asian entry sparks buzz
The rise of GenAI came with a surge of alliances between industry giants, the most notable being Apple's rumored adoption of Google's Gemini.
Thursday 11 April 2024
Industry sounds alarm over Indonesia's tightening import controls
Companies are rethinking their expansion plans to Indonesia.
Thursday 11 April 2024
Taiwan's satellite industry poised for breakthrough with OneWeb collaboration
In the wake of a recent seismic event in Taiwan's eastern region, the Ministry of Digital Affairs (MODA) has forged an unprecedented alliance with Chunghwa Telecom. To leverage low-Earth...
Thursday 11 April 2024
Price competition a concern in 2H24, as IPC companies see orders return
Industrial PC (IPC) makers are optimistic about the second half of 2024, as orders begin to return with the end of inventory destocking at the client end. However, pricing may become...
Wednesday 10 April 2024
Microsoft to invest US$2.9 billion to boost AI, Cloud in Japan
Microsoft Corp. will invest $2.9 billion over the next two years to boost its hyperscale cloud computing and artificial intelligence infrastructure in Japan, marking its biggest investment...
Wednesday 10 April 2024
Taiwan's perpetual futures newbie Quantrend Technology ranks in global top ten
Taiwanese quantitative trading outfit Quantrend Technology ranks among the top ten global market share quantitative trading companies.
Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Wednesday 10 April 2024
Intel introduces Gaudi 3 made by TSMC to mount counterstrike in data center market
Intel rolled out the Gaudi 3, an AI chip made with TSMC's 5nm process node, looking to provide an alternative in a market dominated by Nvidia.
Wednesday 10 April 2024
GPU lead times shortened, says Dell Taiwan
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...
Tuesday 9 April 2024
Research Insight: Taiwan's IPC industry revenue projected to surge 8.8% in 2024
The total revenue of Taiwan's industrial PC (IPC) industry is projected to increase by 8.8% year-on-year to NT$308.68 billion (US$9.598 billion) in 2024, with most Taiwanese IPC makers...
Tuesday 9 April 2024
Delta Electronics powers AI revolution with next-gen solutions
Delta Electronics boasts a comprehensive framework for energy-related solutions.
Tuesday 9 April 2024
Server ODM Wiwynn sees 1Q24 revenue hit 4-quarter high
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Tuesday 9 April 2024
How can Intel Foundry shake off 10 years of deficits?
According to the restructured accounting model of Intel Foundry (IF), it has been seeing continuous operational losses for three consecutive years from 2021 to 2023, totaling US$5.1...
Tuesday 9 April 2024
US considers nuclear option to address AI energy thirst
The US government is ramping up discussions with major tech companies to address the substantial power demand that will come with the advancement of artificial intelligence (AI).
Tuesday 9 April 2024
No off-peak slowdown for Wistron, as AI servers drive momentum
ODM companies are seeing better-than-usual performance during the traditional off-peak season, thanks to momentum driven by AI servers.
Colder Products Company
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