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Friday 31 May 2024
Zhen Ding prepares for advanced developments, discusses AI server opportunities
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...
Friday 31 May 2024
InWin eyes AI server boom with advanced cooling tech
Server system supplier InWin is capitalizing on the surging demand for AI servers, driven by the increasing need for efficient GPU cooling.
Wednesday 29 May 2024
Nvidia jumps to FOPLP for AI server chips amid CoWoS capacity strain
Nvidia is reportedly planning to adopt Fan-Out Panel Level Packaging (FOPLP) technology for its GB200 AI server chips ahead of schedule, aimed at addressing the tight production capacity...
Tuesday 21 May 2024
Cooling, power supply, cabinets: server suppliers' main selling points at Computex
The server supply chain is gearing up for Computex Taipei in June, with key players such as Quanta, Wiwynn, Foxconn, Inventec, Compal, and Supermicro all exhibiting their latest AI...
Friday 17 May 2024
Foxconn Industrial Internet anticipates 40% global AI server market share in 2024
The ongoing AI wave is propelling major cloud service providers (CSP), brands, and enterprises to continue investing in the AI arms race, and it also allows related businesses to...
Friday 17 May 2024
IEIT, FII enjoy robust AI server demand in China
Robust AI server demand in China boosted the sales performance of Inspur Electronic Information Industry Systems (IEIT) and Foxconn Industrial Internet (FII) in the first quarter...
Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Thursday 2 May 2024
AI server power supplies and cooling behind Lite-On's strong showing
Lite-On Technology reported NT$28.776 billion (US$882.5 million) in revenue for the first quarter of 2024, marking a decrease of 22% from the previous quarter, and a 15.8% drop yea...
Tuesday 30 April 2024
Water cooling demands to surge as Nvidia shows AI server TDP will continue rising
Nvidia's GTC 2024 has confirmed the architecture of AI GPU. However, the demand for water cooling is increasing along with the growth of computing power. Where 1,000 watts were deemed...
Tuesday 30 April 2024
China-made server shipments to US contract
Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five yea...
Tuesday 30 April 2024
As capital expenditures become focus for CSPs, Taiwan-based server suppliers eye opportunities
Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research