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Friday 14 July 2023
Hit by GPU restrictions? China's leading AI server provider sees possible loss for 1H23
China's leading AI server provider, Inspur Information, has recently partnered with Intel to announce the new generation AI server NF5698G7, equipped with the Gaudi 2 accelerator...
Wednesday 12 July 2023
Intel offers customized AI processors to China, backed by major Chinese AI server providers
As the US seeks to tighten export controls on AI chips to China, Intel held a press conference in Beijing on July 11, announcing the launch of the deep learning processor Habana Gaudi...
Wednesday 12 July 2023
Cooling module makers upbeat about AI server demand in 2H23
Cooling module manufacturers, such as Auras Technology and Asia Vital Components (AVC), are predicting relatively high demand for AI servers in the second half of this year, despite...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Monday 10 July 2023
Taiwan chip gear makers and AI server supply chain report strong 1H revenue growth
In early 2023, semiconductor market was expected to see a recovery in the second half of the year, but those hopes were dashed when TSMC announced that inventory buildup was more...
Friday 7 July 2023
What new biz opportunities will the AI server boom bring to Taiwan supply chain players?
Alongside the growing application of generative AI technology, the ongoing trend of AI servers adopting multiple GPU architectures is seen to bring various new business opportunities...
Thursday 6 July 2023
HBM memory prices rise amid surge in AI server demand
High-bandwidth memory (HBM) prices have begun to rise in response to a surge in AI server demand, according to industry sources.
Tuesday 4 July 2023
Robust AI server demand to buoy Wistron 2H23 sales, profit
A strong pull-in of orders for AI servers with multi-GPU architecture already boosted Wistron's June sales, with profits for the month also topping the overall profits generated in...
Tuesday 4 July 2023
PCB firm Tripod Tech expects sales to strengthen in 2H23
Tripod Technology expects its revenue to increase in the second half of this year compared to the first half, citing growth in sales of automotive, server, and high-density interconnect...
Monday 3 July 2023
TSMC sees robust AI chip orders from Nvidia, Broadcom, AMD through 2024
TSMC is expected to see a significant revenue rebound in the second half of the year, which will be driven by not only the launch of new iPhones but also strong demand for AI chips...
Monday 3 July 2023
ZTE sees generative AI drive new growth
ZTE exhibited its new computer infrastructure at the just-concluded MWC Shanghai 2023 in response to the rise of generative artificial intelligence (AI). As one of China's top two...
Thursday 29 June 2023
HBM memory demand to boom
Due to the bandwidth limitations of DDR SDRAM in high-speed computation, high bandwidth memory (HBM) is rapidly gaining popularity as a means to circumvent memory transmission speed...
Wednesday 28 June 2023
Advanced packaging supply falling short of demand
The production of AI server chips necessitates not only advanced process fabrication but also the packaging used for high-end HPC processors; however, the supply of advanced packaging...
Monday 26 June 2023
Compal sees end of customer inventory adjustments
Inventory adjustments at Compal Electronics' notebook customers have come to an end, according to Martin Wong, president of the Taiwan-based ODM. The company expects the second half...
Tuesday 20 June 2023
Quanta fortunate to maintain pace with AI transformation, says chairman
At a recent shareholder meeting, company chairman Barry Lam stated that Quanta Computer is privileged to have caught up to the AI transformation era.