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Tuesday 13 August 2024
Microsoft expands AI push in Taiwan with US$308 million fund
Microsoft's Asia Pacific tech conference, DevDays Asia, has reached its ninth year in Taiwan.
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
Tuesday 13 August 2024
Taiwan's AI server surge fuels global market, drives import boom in 2H24
Before Taiwan opened its notebook (NB) industry to invest in China, Taiwanese-made laptops accounted for 90% of the global market. Today, Taiwan-made AI servers hold a similar market...
Tuesday 13 August 2024
Samsung reportedly investing in in-house chip development to compete in XR market
Samsung Electronics is developing high-performance semiconductors for next-generation Extended Reality (XR) devices, aiming to compete with Apple's Vision Pro, which uses in-house...
Tuesday 13 August 2024
AI-enhanced smartphone boom fuels FocalTech's AMOLED DDI sales growth
Taiwan's display driver IC (DDI) vendor, FocalTech Systems, experienced mixed sales performances across its diverse product lines in the second quarter of the year. Despite this,...
Tuesday 13 August 2024
SK CEO expects HBM4 launch ahead of schedule
Tae-won Chey, CEO and chairman of SK, was quoted in recent South Korean media reports as addressing the market's growing fears about the AI bubble and the commercialization of sixth-generation...
Tuesday 13 August 2024
Elan reports strong Q2 results, anticipates growth in notebook touchscreen chip sales
Leading touch microcontroller maker Elan Microelectronics posted stellar results for the second quarter of 2024, with high-margin touchscreen chips leading the charge as the company...
Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
Tuesday 13 August 2024
Besides Kinko, optical industry reaches peak season upon successful transformation
As the optical industry enters its peak season, US-based new product launches have begun to drive demand, and several automotive lens manufacturers are regaining momentum after undergoing...
Tuesday 13 August 2024
Industrial memory demand picking up
The third quarter of 2024 has seen a steady increase in the demand for industrial memory, thanks to rising DRAM contract prices and end-market inventory correction coming to an end,...
Monday 12 August 2024
Taiwan says power issues prevent new large data centers in North
Taiwan has stopped approving data centers bigger than 5 megawatts north of Taoyuan, as there is insufficient power supply in the region.
Monday 12 August 2024
Trump says Microsoft told his campaign Iran was behind hack
Republican nominee Donald Trump said he was informed by Microsoft Corp. that one of his campaign websites was hacked by the Iranian government, but said the hackers were only able...
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Monday 12 August 2024
Reality-checking smart manufacturing's AI hype
Recently, smart manufacturing has been singled out as the most promising avenue in the generative AI market, especially for manufacturing powerhouses like Taiwan. However, while the...