In an era of unprecedented data growth driven by devices ranging from notebooks to AI servers, the demand for high-speed data transmission at both the equipment and user ends continues...
Pegatron has stepped up its deployment in the AI server industry; at this year's OCP Global Summit, the company displayed product prototypes based on Nvidia's MGX modular reference...
In a strategic move that underscores Huawei's expanding influence on the Chinese market, the tech giant is set to supply China Mobile with 1.2 million units of its latest smartphone,...
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
Notebook ODMs saw their shipments increase in September, but their outlook for the fourth quarter remains conservative. Both Wistron's and Inventec's evaluations stated that shipments...
The LLM behind generative AI requires processing massive amounts of data for training and faster transmission, which has presented lucrative business opportunities for manufacturers...
In 2024, the semiconductor sector will face several major changes. At the forefront of these changes are innovations in high-performance computing (HPC) and AI server supply chains...
In 2024, the semiconductor sector faces pivotal shifts as demand for silicon wafers varies and global equipment spending adapts. At the forefront of these changes are innovations...
Quanta chairman Barry Lam has been astonished by the orders placed by AI customers, and as client-side computing power sees a five to ten-fold increase every two years, hardware manufacturers...
Speculation has emerged that Microsoft has scaled down its orders for Nvidia's H100 AI chips, which some industry sources believe could help other companies get their hands on more...
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023,...
The semiconductor industry's correction period has already exceeded one year due to weak demand for smartphones and notebook computers. Nevertheless, there is a light at the end of...
Mike Yang, senior VP at Quanta and president of Quanta Cloud Technology (QCT), signals an unrelenting momentum in the AI server market and dispels concerns over any imminent demand...
Server ODMs have begun large-scale shipments of AI servers equipped with Nvidia's H100 GPU in the third quarter; however, a shortfall in GPU supply may impact their deliveries, according...
