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Wednesday 1 November 2023
Naver, Intel team up to replace Nvidia GPUs with CPUs for AI inference
Naver, a well-known South Korean AI company, has reportedly teamed up with Intel to develop solutions that can replace Nvidia's AI accelerators, which are essential components for...
Monday 30 October 2023
Winbond upbeat about 2024 prospects
Winbond Electronics, a specialty DRAM and flash memory maker, has expressed optimism about its business and market prospects for next year, noting the resolution of the majority of...
Monday 30 October 2023
CCL maker's record-breaking quarterly revenue reflects growing AI server shipment
Thanks to the opportunities in the AI server market, one of the top three Taiwanese copper-clad laminate (CCL) manufacturers, Elite Material Co. (EMC), achieved a record-breaking...
Friday 27 October 2023
Intel expects 4Q23 revenue to return to on-year growth
Intel is optimistic that for the first time in two years, fourth-quarter 2023 revenue will return to positive year-over-year growth, and that the PC market, which accounts for the...
Friday 27 October 2023
Taiwan has strong presence at 2023 OCP Global Summit
The 2023 Open Compute Project (OCP) Global Summit held in San Jose in October was centered around AI. As brands showcased their AI servers, a supplier that has attended the event...
Thursday 26 October 2023
SK Hynix DRAM biz returns to profitability in 3Q23
The memory market is still slow. Operating losses at SK Hynix continued in the third quarter of 2023, but the quarterly loss was reduced by 37.8%. Despite this, its DRAM division...
Thursday 26 October 2023
Inventec secures large orders for AI servers
Inventec is busy sourcing chips, components, and materials to meet a high number of AI server orders, according to company chairman Sam Yeh.
Thursday 26 October 2023
Server supply chain reassured by continuous capex from US cloud service providers
US cloud service giants Microsoft and Google's parent company, Alphabet, have both indicated that customers are still optimizing their cloud services. The indication also implies...
Wednesday 25 October 2023
Positive prospects for automotive and AI server opportunities, Taiwan's PCB industry continues the ride on momentum of innovation
Looking at the overall condition of the Printed Circuit Board (PCB) market in 2023, efforts to reallocate and adjust the electronics supply chain are palpable amidst the decline in...
Wednesday 18 October 2023
Connector makers keen to tap high-speed data transmission demand amid AI server boom
In an era of unprecedented data growth driven by devices ranging from notebooks to AI servers, the demand for high-speed data transmission at both the equipment and user ends continues...
Wednesday 18 October 2023
Pegatron steps up AI server deployment
Pegatron has stepped up its deployment in the AI server industry; at this year's OCP Global Summit, the company displayed product prototypes based on Nvidia's MGX modular reference...
Wednesday 18 October 2023
How Taiwan's server and chip suppliers perceive the new round of AI GPU restrictions
The US has once again escalated its trade restrictions, and the AI chip industry is heavily affected. In addition to blacklisting China's fastest-growing GPU manufacturers, Moore...
Wednesday 18 October 2023
Phison to mass produce PCIe 5.0 retimer chips in 1Q24
Phison Electronics, a specialist in NAND flash device controllers, is set to enter mass production of PCIe 5.0 retimer ICs in the first quarter of 2024, anticipating a surge in server...
Wednesday 18 October 2023
Huawei scores big as Chinese telcos boosts its tech arsenal with smartphone and AI server orders
In a strategic move that underscores Huawei's expanding influence on the Chinese market, the tech giant is set to supply China Mobile with 1.2 million units of its latest smartphone,...
Tuesday 17 October 2023
Flexible PCB makers diversify into automotive sector
Leading Taiwanese flexible PCB (FPCB) producers all see automotive as their next target market, market sources believe.
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Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research