News tagged AI server at DIGITIMES

NEWS TAGGED AI SERVER

Monday 21 July 2025

AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Saturday 19 July 2025

Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25

Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...

Friday 18 July 2025

GB300 production underway: Nvidia's strategic shift brings relief to ODMs

Nvidia has begun limited production of its next-generation AI server platform, the GB300, with volume shipments expected to ramp up starting in September 2025, according to sources...

Friday 18 July 2025

TSMC raises revenue outlook as AI demand offsets consumer electronics weakness

TSMC lifted its full-year dollar revenue forecast and signaled stable second-half orders, providing relief to a supply chain grappling with tariff uncertainties and softening consumer...

Wednesday 16 July 2025

Semco targets automotive, industrial MLCCs amid AI surge

Generative artificial intelligence (AI) and autonomous driving technologies are fueling structural growth in multilayer ceramic capacitors, with AI servers and automotive electronics...

Wednesday 16 July 2025

Semco pushes thinner chip capacitors to chase AI server boom

Samsung Electro-Mechanics Co. (Semco) is ramping up development of advanced multilayer ceramic capacitors (MLCC) as demand surges from artificial intelligence (AI) servers and automotive...

Wednesday 16 July 2025

Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge

AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...

Monday 14 July 2025

Tariffs impact economy, but AI servers remain an exception, says Wistron

Wistron president and CEO Jeff Lin stated that AI servers represent a rigid demand and are not affected by reciprocal tariffs. However, mature consumer products such as notebooks...

Monday 14 July 2025

As Nvidia soars, Taiwan's AI OEMs outpace TSMC in growth

Nvidia's landmark surge to a US$4 trillion market capitalization on July 10 has reverberated across the global tech landscape—but nowhere more profoundly than in Taiwan. As...

Friday 11 July 2025

How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration

The advent of the personal computer (PC) provided an opportunity for Taiwan's manufacturing services to further evolve.

Thursday 10 July 2025

Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...

Tuesday 8 July 2025

Foxconn's FII projects 50% profit surge on soaring AI server demand

Foxconn Industrial Internet (FII), a subsidiary of Foxconn focused on cloud and artificial intelligence (AI) infrastructure, announced a significant year-over-year increase in its...

Friday 4 July 2025

China-based USI moves upmarket with L10 edge AI server for global clients

Universal Scientific Industrial Shanghai (USI), a China-based electronics design and manufacturing company, has completed delivery of...

Friday 4 July 2025

TSMC, suppliers ride AI wave as Nvidia GB series powers record demand

Taiwan's semiconductor and electronics industries are entering a new period of explosive growth, driven by the full-scale rollout of...

Friday 4 July 2025

Chicony Power eyes over NT$6 billion in project backlog by 3Q25 on AI, smart platform growth

Despite a modest end-of-quarter boost in June, Chicony Power's high-end shipments remained subdued amid unresolved US tariff issues and...

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