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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Tuesday 12 March 2024
HPE may turn to Foxconn to satisfy significant AI server demand
Hon Hai (Foxconn) is said to have secured a major coup for its AI server business. According to market sources, Hewlett Packard Enterprise (HPE) has been responding to significant...
Tuesday 12 March 2024
Broadcom profit soars as AI chip sales push revenue forecasts beyond US$10 billion
Nvidia's rising profitability amid the AI surge has captivated attention from around the globe. However, regarding AI chip revenue, SemiAnalysis analysts have highlighted that Broadcom...
Monday 11 March 2024
Notebook ODMs see growth in February shipments, full industrial rebound premature
Despite a shorter February, most notebook (NB) ODMs saw shipment growth and expressed optimism for March. However, concluding a complete rebound in the notebook industry may be pre...
Monday 11 March 2024
Taiwan wind maker Yen Sun is a big fan of high-end computer cooling opportunities
Fan maker Yen Sun thinks growth lies in high-end computer cooling.
Monday 11 March 2024
2024 Industry Outlook (8): the Paradigm Shift from dotcom to AI
The winners before the creation of cell phones were Cisco and telecom service companies such as Nokia and Ericsson. However, with the launch of the iPhone in 2007, the cell phone...
Friday 8 March 2024
China draws up national strategic industry list, with Quantum and AI as top priority
China's Premier Li Qiang said in his work report to the National People's Congress that the government will formulate a strategy for the development of strategic emerging industries,...
Thursday 7 March 2024
AWS and Google cancel cloud data transfer fees; allude to 'certain competitor' tying down customers
In response to the introduction of the new EU law, Amazon Web Services (AWS) and Google Cloud have removed the cloud data transfer fees, lowering the threshold for customers to switch...
Thursday 7 March 2024
Lenovo optimistic about Indian potential in server and PC businesses
Lenovo is optimistic about the Indian market and reiterates its commitment to Make in India. The company is a rare case among China-based technology firms operating in India without...
Thursday 7 March 2024
Taiwan's CCL trio soars with AI servers in 2023, eyes bright 2024
The advancement of AI application is driving significant developments in the essential materials for PCB and HDI, with Taiwan's leading trio in Copper Clad Laminate (CCL) —...
Thursday 7 March 2024
AI server demand to drive 2024 foundry market growth, says DIGITIMES Research
As a result of a prolonged inventory adjustment in the electronics sector and slower economic development in 2023 compared to 2022, DIGITIMES Research forecasts that the global wafer...
Thursday 7 March 2024
2024 Industry Outlook (6): Learning from past economic nodes of paradigm shift
Using the IMF's statistics on global GDP, I will explore the keys to the post-1950 rise of the four Asian Tigers. I have chosen 1950, 1980, 2009, 2019, and 2023 as nodes to explore...
Thursday 7 March 2024
AI to drive US$50 billion revenue push by 2030, says Advantech's KC Liu
Although Advantech saw an unprecedented drop in revenue in 2023, improved gross margins meant that the company set a new high in net profit, furthering its push toward transformation...
Wednesday 6 March 2024
Software support crucial for IPC industry integration, says Aplex chairman Lee Chuan-Te
Industrial PC (IPC) manufacturers have seen increased opportunities as AI applications grow mature, as noted by Aplex Technology chairman Lee Chuan-Te. Lee belives that greater integration...
Wednesday 6 March 2024
Foxconn sees strong server sales in February
Foxconn (Hon Hai Technology Group) has reported significant sales for server-related products for February 2024, driven by strong customer orders.
Tuesday 5 March 2024
From cloud to edge, FICG rides high on AI business opportunities
Through its affiliate 3CEMS, First International Computer Global (FICG) is aggressively pursuing AI business opportunities. FICG will start shipping AI servers, which include motherboards...