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Monday 4 December 2023
Taiwanese CCL makers show resilience against PCB market headwinds, bolstered by booming AI applications
Despite global inflation, rising interest rates, and challenges in the Chinese economy impacting the PCB industry Taiwan's three major copper-clad laminate (CCL) suppliers –...
Wednesday 29 November 2023
Nichidenbo sees recovery for 2Q24 with EVs and AI servers driving demand for capacitors
As 5G, AI, and EVs continue to drive demand for passive components, multilayer ceramic capacitor (MLCC) manufacturers see growing opportunities for high-capacity and small-sized products,...
Tuesday 28 November 2023
GPU antitrust to challenge Nvidia
Nvidia should have been prepared for antitrust action concerning AI GPUs, according to sources at motherboard manufacturers.
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly...
Monday 27 November 2023
OSE sees 2024 growth, thanks to NAND and AI servers
Orient Semiconductor Electronics, Ltd.(OSE), a matured logic IC and NAND Flash memory semiconductor packaging & testing service and electronic manufacturing service (EMS) provider,...
Friday 24 November 2023
Gigabyte to see brand mobo shipments rebound
Gigabyte Technology will see its brand motherboard shipments rebound to 10 million units in 2023 and rise to 11.5 million units in 2024, according to industry sources. In 2022, shipments...
Thursday 23 November 2023
Co-Tech expects steady growth in AI server demand
Copper foil manufacturer Co-Tech Development anticipates a consistent increase in demand for AI servers.
Thursday 23 November 2023
New Nvidia chip for China may be delayed
Possible delivery delays for the HGX H20, an exclusively Chinese-market-designed Nvidia processor. It is improbable that Chinese companies will receive samples of the chip until at...
Tuesday 21 November 2023
Board manufacturers' planning for servers finally paid off as Gigabyte and Asus reap results
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Monday 20 November 2023
Global server market, 3Q 2023

Introduction

Friday 17 November 2023
Ingrasys exhibits advanced cooling architecture and server solutions at SC23
To showcase its prowess in hardware technology amid the upcoming demand for highspeed computing, Foxconn Group subsidiary Ingrasys exhibited several cutting-edge technologies and...
Friday 17 November 2023
WPG optimistic about industry M&A trend
Taiwan-based IC distributor WPG Holdings has a positive outlook on the impact of IC distributor mergers and acquisitions (M&A) on industry development and expects the semiconductor...
Wednesday 15 November 2023
With AI servers in high demand, GPU shortage may only ease up in 2Q24
The demand for AI servers is booming, but the supply of Nvidia GPUs is experiencing a severe shortage. During their respective earnings call on November 10, major server manufacturers...
Tuesday 14 November 2023
Winbond anticipates surge in demand for HBM amid AI server boom
The Taiwan-based semiconductor manufacturer Winbond is gearing up for a significant uptick in the demand for high-bandwidth memory (HBM), driven by the rise of generative AI. Chen...
Tuesday 14 November 2023
Impact of chip bans in the server industry; orders shower from Southeast Asia
Taiwanese companies such as Gigabyte and Asustek Computer (Asustek) have recently received massive amounts of orders from Southeast Asia, having secured supplies from Nvidia. Sources...