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Thursday 19 October 2023
Repon to grab orders from cloud service provider with new production line in 4Q23
Server slide rail supplier Repon has pointed out that the production lines of two cloud service providers (CSP) are gradually coming into place in the second half of 2023, which is...
Friday 6 October 2023
DIGITIMES Research highlights the market currents of AI servers and bottlenecks within the supply chain
Recent news reports suggest that the generative AI trend may be losing momentum, and Microsoft has initiated a reduction in its orders for Nvidia's H100 AI chips. However, rather...
Friday 1 September 2023
AI server boom drives CCL demand
Iteq and other suppliers that specialize in high-speed and high-frequency copper-clad laminates (CCL) have been identified as beneficiaries of the AI server demand surge, according...
Thursday 24 August 2023
AI 2.0 presents new opportunities for Taiwanese businesses, says Asustek-affiliated TWSC
The new era of AI 2.0 will generate new opportunities for Taiwanese businesses, according to Peter Wu, president of cloud services provider Taiwan Web Service (TWSC) and Asus Cloud...
Wednesday 9 August 2023
Wiwynn diversifies primary customer base
Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according...
Thursday 3 August 2023
CCL firm Iteq upbeat about demand for high-end car electronics
Iteq, which specializes in high-speed and high-frequency copper-clad laminates (CCL), remains optimistic about demand for high-end automotive electronics and believes its deployment...
Thursday 27 July 2023
Taiwanese server ODMs anticipate AI server growth in 2024
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
Tuesday 25 July 2023
Mobile era has ended; opportunity is here for AI computing pool, says Taiwan Mobile
Chief information officer (CIO) of Taiwan Mobile Rock Tsai stated that the era headlined by mobile devices already concluded in 2020. From now until 2040, AI will be the driving force...
Thursday 20 July 2023
Cloud service providers perceive AMD's AI chip as alternative to Nvidia, say sources
Large-scale cloud service providers are reportedly considering the MI300 series of AI GPUs from Advanced Micro Devices (AMD) as an alternative to GPUs from Nvidia, such as the H100,...
Friday 12 May 2023
Foxconn to see revenue drops in 2Q23
Hon Hai Precision Industry (Foxconn) expects to see its second-quarter revenue decrease both sequentially and on-year, due to ongoing inventory adjustments throughout many device...
Friday 21 April 2023
(AI Expo) AI develops in leaps and bounds, rewriting status of competition and cooperation
AI Expo Taiwan 2023, hosted by DIGITIMES, began the first day of exhibition on April19 with "computing power empowerment" as the main theme. The industry's focus is that, under the...
Monday 17 April 2023
More than 60% of Taiwan servers exported to US
Nearly 65% of Taiwan-made servers were bound for the US between January and March, according to data from Taiwan's Ministry of Economic Affairs (MOEA).
Friday 24 March 2023
China's cloud market expected to have 12% growth in 2023
The latest survey report showed that in 2022, China's cloud market only grew by 10%, reaching US$30.3 billion. The fourth quarter of 2022 was especially rough, reporting only 4% growth...
Tuesday 14 March 2023
Chenbro Micom expects revenue to grow quarter by quarter
Server chassis maker Chenbro Micom will see its revenue grow quarter by quarter in 2023, thanks to a gradual pick-up in demand for AI servers and data centers, according to the Taiwan-based...
Thursday 9 February 2023
Server suppliers remain upbeat about demand from US data center vendors
Despite a slowdown in orders from US-based data center service providers, double-digit shipment growth is still anticipated for the year, according to sources at server manufacture...
Research Report Database
Summary of Tech Supply Chain News!
Taiwan foundry industry revenues to slip in 1Q24 before rising in 2Q24, says DIGITIMES Research
Research Insight: Intel obtains subsidies but faces challenges
South Korea-based makers lead transparent display as China-based competitors ramp up Inkjet investments, according to DIGITIMES Research