Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is optimistic about demand spurred by AI servers and smartphones and projects a surge in probe card orders in the second half of 2024.

In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.

Lite-On Technology reported NT$28.776 billion (US$882.5 million) in revenue for the first quarter of 2024, marking a decrease of 22% from the previous quarter, and a 15.8% drop year-on-year.

Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although China remains the biggest production site of Notebook PCs (NB), manufacturers of high-end servers have returned to Taiwan.

There has been a global wave of AI enthusiasm over the past year, particularly driven by the increasing demand for Large Language Models (LLMs).

Micron Technology announced that it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128GB DDR5 RDIMM memory at speeds of up to 5,600 MT/s across all major server platforms.

With Nvidia continuing to make waves in the market, the gap between companies attempting to catch up with them in the cloud AI arena continues to widen.

Microsoft Corp. will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia's biggest economy to spur growth.

Nvidia's GTC 2024 has confirmed the architecture of AI GPU. However, the demand for water cooling is increasing along with the growth of computing power. Where 1,000 watts were deemed as the ceiling of server Thermal Design Power (TDP), they are likely to become the floor of heat dissipation in the future.

Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five years.

Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even higher prices upon their launch later this year, capital expenditures are expected to continue rising.

In addressing high computing costs for Generative AI (GenAI), there is a market gap in on-device AI model fine-tuning computation between cloud AI servers and AI PC terminals.

GenAI is expanding its footprint from cloud to edge, with leading chip and platform manufacturers joining forces to tap into the burgeoning market.

Generative AI is sweeping across various industries, and the cloud has become a key area of contention.

Japan-based semiconductor company Renesas released its financial results for the first quarter of 2024 on April 25. The company experienced a limited profit decline and expected the weaker performance to continue in the second quarter.

Intel is collaborating with its ecosystem partners to accelerate the adoption of liquid cooling in servers and data centers.

The annual Computex Taipei event will be held at the Nangang Exhibition Hall from June 4-7 2024.

As the US-China technology war enters its seventh year, with the process of domestic substitution policy of China's semiconductor industry continuing to deepen, China's local Electronic Design Automation (EDA) software products have made considerable progress in recent years and accelerated their development to bridge the 15 years gap with their American and European rivals.

Nvidia is arguably the biggest "beneficiary" of Artificial Intelligence (AI) so far, but the recent 10% plunge in Nvidia's stock price and the evaporation of its market capitalization of US$211 billion have triggered concerns in the South Korean semiconductor industry.

The governments of Europe, the US, Japan, and China see quantum computers as a long-term strategic investment project. With the support of stable and long-term funding, the related start-up investments grew at an annual rate of about 20% between 2021-2023, according to CB Insights.

With Nvidia's recently announced Blackwell GPU architecture poised to become the mainstream for the next generation of AI servers, industry watchers expect Blackwell-equipped AI servers to begin shipping at the end of 2024 alongside the launch of the next-gen GPUs, while mass shipments are expected to begin in 2025.

Nvidia announced that Japan's new quantum supercomputer — designed to advance the nation's quantum computing initiative — will be powered by Nvidia platforms for accelerated and quantum computing.

Japan's Ministry of International Trade and Industry (MITI) unveils a JPY 72.5 billion (US$480 million) subsidy to back Generative AI (GenAI) development by five local firms, including telecom leader KDDI.

The debut of Meta Platforms' latest AI model, Llama 3 was accompanied by a simultaneous update of Meta AI.

The surge in computational demand driven by AI is leading to a significant increase in electricity consumption in data centers.