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Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Friday 24 November 2023
Gigabyte to see brand mobo shipments rebound
Gigabyte Technology will see its brand motherboard shipments rebound to 10 million units in 2023 and rise to 11.5 million units in 2024, according to industry sources. In 2022, shipments...
Tuesday 21 November 2023
Board manufacturers' planning for servers finally paid off as Gigabyte and Asus reap results
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Monday 20 February 2023
IC designers see clients advance replenishment orders, benefitting foundries
Many major fabless chipmakers including Novatek Microelectronics, Realtek Semiconductor, Aspeed Technology and Nvidia have seen earlier than expected orders from clients, which, in...
Friday 10 February 2023
Taiwan motherboard brands see drastic decline in combined shipments in 2022
Combined shipments of Taiwan's four major motherboard brands – Asustek Computer, Gigabyte Technology, Micro-Star International (MSI), and ASRock – are expected to have...
Friday 23 December 2022
Motherboard, graphics card makers expect sales unlikely to pick up until 2H23
Taiwan-based motherboard and graphics card makers expect sales to fall as much as 50% sequentially in the first quarter of 2023, with growth unlikely to resume until the second half...
Wednesday 30 November 2022
Gigabyte obtains server orders from HP, say sources
Gigabyte Technology has reportedly landed ODM orders for servers from Hewlett-Packard (HP), according to industry sources. Gigabyte has yet to comment.
Thursday 17 November 2022
Mobo and graphics card makers to see unit sales, ASPs fall rapidly in 2022
Motherboard and graphics card makers will see their unit sales and ASPs fall rapidly in 2022, and are conservative about their business prospects next year, according to industry...
Tuesday 7 June 2022
Mobo makers cut 2022 shipment goals, again
Motherboard makers have once again cut their shipment goals for 2022, due to increased demand uncertainty amid worsening macro headwinds, according to PC component maker sources.
Friday 20 May 2022
Mobo, graphics card makers to post substantial shipment drops in 2Q22
Motherboard and graphics card makers including Asustek Computer, Gigabyte Technology, and Micro-Star International (MSI) are all expected to post substantial drops in second-quarter...
Friday 11 March 2022
Mobo and graphics card makers turn cautious amid demand uncertainty
Taiwan-based main motherboard (mobo) and graphic card vendors including Asustek Computer, Gigabyte Technology and Micro-Star International (MSI), as well as smaller peers ASRock and...
Friday 11 February 2022
Taiwan mobo and graphics card makers report strong January sales
Motherboard and graphics card makers including Asustek Computer, Gigabyte Technology, and ASRock all saw their revenues register double-digit on-year increases in January 2022.
Monday 24 January 2022
Strong graphics card sales to buoy ASRock, TUL
Buoyed by strong graphics card sales, ASRock and TUL are expected to post brisk revenue and profit results in the first half of 2022, according to industry sources.
Friday 21 January 2022
Asustek, Pegatron subsidiaries boost consolidated results
Asustek Computer and Pegatron have both seen their subsidiaries contribute considerably to their total revenues in 2021 and are optimistic about further revenue and profit gains driven...
Friday 7 January 2022
Graphics card shipments continue ramping up in 2022
Taiwan-based graphics card makers including Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and ASRock enjoyed significant shipment growths in 2021, with shipments...
2024 eXtended Reality Korea
Summary of Tech Supply Chain News!
Operation O-RAN: The US plan to neutralize Huawei (and why it will work)
DIGITIMES Insight: Nvidia's path to US$100 billion in sales
Server air cooling turning to 3D VC solutions for better efficiency, says DIGITIMES Research