Wednesday 27 September 2023
Generative AI scale to double in 3 years, says expert Andrew Ng
The scale of generative AI is estimated to double in three years, but its widespread adoption must still rely on developers creating more customized applications, according to Andrew...
Thursday 21 September 2023
AI bubble? Speculation arises about Microsoft cutting AI chip orders
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...
Friday 8 September 2023
ODMs see general-purpose server demand remain sluggish
General-purpose server demand remains sluggish despite strong demand for AI servers, according to sources at ODMs.
Thursday 7 September 2023
AI may revive PCs
AI may be the catalyst for PC resurgence and return Microsoft to a key position to lead PC growth, according to sources at notebook ODMs.
Friday 25 August 2023
IC design houses to see PC replacement drive demand in 2024
Taiwan-based IC design houses are optimistic about demand from a new surge of PC replacements anticipated for 2024, driven by replacements for PCs bought during the pandemic and Microsoft's...
Tuesday 22 August 2023
Advanced packaging capacity to surge 30–40% in 2024, says TrendForce
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Wednesday 9 August 2023
Wiwynn diversifies primary customer base
Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according...
Thursday 27 July 2023
Taiwanese server ODMs anticipate AI server growth in 2024
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
Wednesday 26 July 2023
Microsoft foresees gradual AI adoption instead of rapid uptake
Thanks to an AI wave that helped Microsoft increase its customer numbers, the software giant expected its intelligent cloud service, especially Azure, to drive its growth.
Tuesday 25 July 2023
Veeam partners with Microsoft to bring new data protection and ransomware recovery capabilities to Veeam Backup for Microsoft 365
Veeam Software, the leader in Data Protection and Ransomware Recovery, today announced it is integrating Veeam Backup for Microsoft 365 with newly launched Microsoft 365...
Wednesday 19 July 2023
RAMP-C program on Intel 18A adds 2 strategic defense industrial base customers
According to Intel, Boeing and Northrop Grumman have joined phase two of the Department of Defense's RAMP-C program, which aims to facilitate a leading-edge US foundry ecosystem on...
Wednesday 19 July 2023
Expensive computing power leads to high price tag of Microsoft's AI offerings
During the latest Microsoft partner conference, the software giant unveiled advancements in its AI offerings and a surprisingly high price tag of its AI for Microsoft 365, potentially...
Friday 14 July 2023
Next version of Sony's PS5 is on the horizon, according to report from primary competitor Microsoft
It has been nearly three years since Sony's PlayStation 5 (PS5) console began its sales in November 2020. There have been repeated rumors from the semiconductor-related supply chain,...
Friday 14 July 2023
Intel keen to address AI computing power gap in China with customized Gaudi 2 chips
It appears that Intel strategically announced the launch of its customized AI processor, Habana Gaudi 2, for the Chinese market at a press conference held July 11 in Beijing, shortly...
Thursday 13 July 2023
Tai-Tech to set up new plant in Malaysia for automotive, HPC products
Tai-Tech Advanced Electronics, a power inductor specialist, recently announced plans to establish a new plant in Johor Bahru, Malaysia for the production of automotive electronics...