Tuesday 26 March 2024
Supply-side resource balancing issues to plague AI server supply chain
Despite Nvidia CEO Jensen Huang's commitment to meeting all customer demands, supply-side resource balancing difficulties will pose challenges for the AI server industry supply chain,...
Friday 1 March 2024
TSMC ramping up CoWoS capacity
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Thursday 4 January 2024
AI GPU supply to stay tight in 2024, says Gigabyte chairman
The supply of AI GPUs will continue to fall short of demand, according to Dandy Yeh, chairman of Gigabyte Technology.
Tuesday 19 December 2023
Major Taiwanese notebook brands follow in Intel's AI PC footsteps and introduce new products
Intel's launched its next-gen processor, Core Ultra, on December 15. In response, all major Wintel PC brands have introduced new products that emphasize AI functions. Looking at the...
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...
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...
Tuesday 21 November 2023
Generative AI is all the rage, who can monetize from the trend?
Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and...
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...
Thursday 9 November 2023
Nvidia H100 boosts supply as Gigabyte targets US$15 billion in annual server revenue
Gigabyte is capitalizing on the surge in demand for Nvidia AI GPUs, coupled with the early normalization of graphics card inventory and a gradual resurgence in demand. The third quarter...
Thursday 2 November 2023
Gigabyte optimistic about AI server sales
Gigabyte Technology is optimistic about the sales potential of AI servers and has stated that it has not yet obtained any clients from China, according to the Taiwan-based ODM.
Tuesday 29 August 2023
Gigabyte planning for AI servers
Gigabyte, along with Supermicro and Quanta, was among the first batch of makers to introduce servers that are certified by Nvidia to support the HGX H100 computing card, fueling expectations...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Tuesday 13 June 2023
Immersion cooling solutions to thrive on AI, HPC boom
With proliferating AI applications and ever-rising demand for HPC (high performance computing), high-efficiency cooling solutions are gaining importance in dissipating heat resulting...
Wednesday 31 May 2023
Computex 2023: ODMs showcase AI servers and other new products
Quanta Cloud Technology (QCT), Supermicro, Giga Computing Technology (GCT), Mitac Computing Technology (MCT), and Ingrasys Technology, a Foxconn Industrial Internet (Fii) subsidiary,...
Monday 29 May 2023
Nvidia AI GPU dominance to bolster key supply partners TSMC, Foxconn
Nvidia has almost monopolized the hottest AI GPU market as the largest beneficiary of the ongoing global generative boom sparked by ChatGPT, which will significantly benefit its manufacturing...
Research Report Database
Summary of Tech Supply Chain News!
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
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research