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Thursday 18 April 2024
Lite-On upbeat about shipments for AI servers; Progress in its energy storage biz
Lite-On Technology expects its power supply shipments for AI servers to rise 20-30% sequentially in the second quarter, said the company's president, Anson Chiu. All of its 3kW and...
Tuesday 16 April 2024
Computex 2024 to showcase leading GenAI hardware providers
The upcoming Computex is expected to prominently feature GenAI.
Tuesday 16 April 2024
AI server liquid cooling receives attention; 4 big challenges remain
Since the introduction of Nvidia's Blackwell processor platform, liquid-cooling heat dissipation has been seen as a trend in heat dissipation technology.
Tuesday 16 April 2024
CCL makers optimistic about demand for AI applications
Copper-clad laminate (CCL) manufacturers are confident about the demand for AI applications as they actively delve into the supply chain for AI servers.
Friday 12 April 2024
Taiwan's March export data show robust demand for AI servers from 4 major markets
Taiwan's Ministry of Finance (MOF) released preliminary import and export trade statistics for March 2024 and found that under the strong global demand for AI servers, Taiwan's overall...
Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
Wednesday 10 April 2024
GPU lead times shortened, says Dell Taiwan
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...
Tuesday 9 April 2024
Delta Electronics powers AI revolution with next-gen solutions
Delta Electronics boasts a comprehensive framework for energy-related solutions.
Tuesday 9 April 2024
Server ODM Wiwynn sees 1Q24 revenue hit 4-quarter high
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Tuesday 9 April 2024
No off-peak slowdown for Wistron, as AI servers drive momentum
ODM companies are seeing better-than-usual performance during the traditional off-peak season, thanks to momentum driven by AI servers.
Monday 8 April 2024
Indian server maker Mega Networks planning AI servers and OSAT plant
Mega Networks, an Indian server solutions provider with almost 28 years of experience, is planning to bring out AI servers and enter the semiconductor packaging segment.
Wednesday 27 March 2024
Taiwan delivers over 90% of global AI server shipments, says MOEA
Taiwanese manufacturers dominate over 90% of the global AI server shipments, and all American brand vendors are expected to source their AI servers from Taiwanese partners, according...
Wednesday 27 March 2024
Quartz and other passive component demand promising for AI device applications
The market outlook for quartz crystal and other passive components, such as inductors and capacitors, is positive amid rapidly expanding AI device applications.
Tuesday 26 March 2024
With HBM pie too tempting, could Micron sacrifice production capacity for other memory chips?
Micron Technology has seen its orders for High Bandwidth Memory (HBM) wait to be fulfilled throughout 2025.
Research Report Database
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