Cooling fan manufacturer Power Logic is looking toward future prospects in the AI server field, with its server-related products expected to enter mass production in 2025. Contrary to the hype for liquid cooling, however, the company will continue to focus on air cooling for the time being, says chairman Vincent Hsu.
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics, according to industry sources.
This year's Computex is mostly centered on AI-enabled servers and PCs. However, while the opportunities for AI server firms are limitless, the outlook for AI PCs must be carefully considered, according to industry sources.
OwlTing, originally a Taiwanese startup using blockchain technologies for farm product resumes and hotelier payment systems, has made remarkable strides in transformation and acquisition and will start providing more cost-effective and faster cross-border financial services to Information Communications Technology (ICT) supply chains transitioning to the Americas.
India has surpassed Japan and Australia, becoming Asia's second-largest data center hub after China. Data center capacities in the country are expected to nearly double in the next two years.
AMD has released its roadmap for forthcoming AI accelerators until 2026, which includes the MI350, which will be manufactured utilizing TSMC's 3nm process technology.
Lisa Su, CEO of AMD, unveiled today (June 3) at the Computex 2024 opening keynote address new leadership CPU, NPU, and GPU architectures that will enable end-to-end AI infrastructure spanning from the data center to PCs.
Foreign media outlets recently reported that due to poor demand for the China-tailored H20 series AI chips, Nvidia has lowered the prices of the H20 series chips. Several supply chain sources later confirmed to Chinese media that the weak demand and price cuts for the H20 series were indeed true.
Driven by the generative AI boom, Nvidia has solidified its dominance, capturing over half of the data center processor market. Its market share sits between 58% and 70%, depending on the calculation method used for revenues or shipment volumes.
Doing a keynote before the Computex starts and during the evening at Taiwan's top university stadium is something nobody had ever tried before. However, Nvidia CEO Jensen Huang is determined to flex his muscles to steal the spotlight from competitors by announcing a new platform and AI PC wins ahead of the big event.
If Taiwan does not have enough power supply, the semiconductor and Artificial Intelligence (AI) industries will not stay in Taiwan, commented Kuo Jyh-Huei, the new minister of economic affairs.
Charles Shen, Chairperson of Zhen Ding, the major PCB company, stated that the first half of 2024, as in previous years, is the off-season for operations. However, compared to the lower point in the same period of 2023, there will still be annual growth. Shen emphasized that 2024 is a year of operational recovery for Zhen Ding, and the company will continue to implement its strategy of "aiming global, aiming high."
On May 28, the Taipei Computer Association (TCA) held an event to announce the winners of this year's Best Choice Award (BC Award) for Computex 2024. A total of 41 winners were announced for the Golden Award, Sustainable Tech Special Award, and Category Award. The winner of the highest honor: the Best Choice of the Year award will be announced during the opening of Computex 2024 on June 4.
Qisda is expanding its plans for AI and robots, with chairman Peter Chen noting that the tide has come at just the right time since new talent in Taiwan has been increasingly leaning toward the semiconductor industry. With AI industry leaders converging at Computex 2024, Chen is pleased to see Taiwan grabbing the spotlight attention in addition to its success in the semiconductor industry.
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally have a chance to flex their muscles.
NVIDIA has recently initiated the competition for AI computing demand in the market and raised abundant discussions about humanoid robots at GTC 2024. Businesses in the IPC (Industrial PC) industry believe that robots represent a market with great potential among the diversity of models and applications and IPC businesses will not be absent from this market.
The robotics industry is on the cusp of significant transformation, driven by two major trends: human-robot collaboration and the emergence of humanoid robots. Once thought to be a decade away, humanoid robots could now become a reality within the next three to five years, according to industry experts.
Nvidia's GB200 Superchips are about to be shipped. Liteon Technology has sent its AI server liquid cooling solution specifically designed for Nvidia GB200's 19-inch OCP racks for testing and certifying. The company estimates that the liquid cooling system may start contributing revenues in 2024.
IC design house Egis Technology (EgisTec) has stepped up its deployment in the IP and IC design service sector, looking to capitalize on the potential of the AIoT market.
