News tagged shipments at DIGITIMES

NEWS TAGGED SHIPMENTS

Tuesday 19 August 2025

Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

Tuesday 19 August 2025

Nvidia and ASIC servers drive liquid cooling expansion in ASEAN

Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC chips, are increasingly adopting liquid cooling technologies...

Tuesday 19 August 2025

Trump tariffs could stall Samsung’s US surge and boost Apple

Samsung Electronics is enjoying its strongest run in the US smartphone market in years, but that momentum could be tested as US President Donald Trump threatens sweeping tariffs on...

Monday 18 August 2025

China smartphone market, 2Q 2025

Introduction

Monday 18 August 2025

Tolls replace tariffs: Industry scrambles to adapt to Trump's evolving chip policy

According to recent reports, the US government will collect 15% of revenue from shipments approved for Nvidia and AMD to China, funneling these funds into the national treasury. This...

Saturday 16 August 2025

Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges

Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...

Friday 15 August 2025

Weltrend sees strong 2025 growth on AI server cooling chip demand

Weltrend Semiconductor projects strong double-digit revenue growth in 2025, fueled by rising demand for motor driver ICs in AI server cooling systems and an improving product portf...

Friday 15 August 2025

Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies

Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...

Friday 15 August 2025

China pushes back against Nvidia H20 chip exports amid US trade tensions

Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely...

Friday 15 August 2025

Quanta to launch GB300 AI server in 4Q as high costs pressure margins

Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected...

Friday 15 August 2025

Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears

Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes...

Friday 15 August 2025

Why Dell and Supermicro are targeted in US AI chip tracking push

US authorities are reportedly planting tracking devices secretly inside AI chip shipments to prevent their diversion to China.

Friday 15 August 2025

UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down...

Thursday 14 August 2025

China smartphone industry, 2Q 2025

Introduction

Thursday 14 August 2025

AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders

AUO said TV and IT product demand held steady in the second quarter of 2025, driven by China's extended trade-in program and early orders from customers hedging against US tariff...

10/44 pages

BIZ FOCUS

Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

MOST-READ
7 DAYS NEWS

Full list