Thursday 28 September 2023
Montage upbeat about DDR5 memory demand
Montage Technology, a Chinese company specializing in memory interface products and PCIe retimer chips, remains optimistic about demand for DDR5 memory despite the weak market for...
Friday 22 September 2023
Server makers fear missing out on AI market potential rather than overestimating it
Server manufacturers are more concerned with missing out on lucrative AI opportunities than with overestimating them, according to industry sources.
Wednesday 20 September 2023
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
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,...
Tuesday 19 September 2023
Weltrend eyes growth in 2024 with USB-PD and motor driver chips
IC design company Weltrend Semiconductor has seen operations recover quarter by quarter as it moves inventory at a healthy pace. The company sees promising futures for both its main...
Monday 18 September 2023
Motherboard makers raise shipment targets as AI server demands soar
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...
Friday 15 September 2023
Will general-purpose server market finally rebound in 2H24?
Will it take until the second half of 2024 for the general-purpose server market to recover? According to Inventec, the industry's leading server motherboard manufacturer, it is still...
Thursday 14 September 2023
AI server market to see sustained demand, says Quanta senior VP
Elton 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...
Tuesday 12 September 2023
ODMs agree GPU availability is key to AI server delivery
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...
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
Rising AI server power and cooling demands met with efficient solutions
The wave ignited by ChatGPT casts a spotlight on AI servers. Amidst the fiercely competitive AI race, there has been a significant surge in market demand. However, substantial computational...
Wednesday 6 September 2023
When tech heavyweights battle, change is inevitable
As internet giants shift their focus towards developing their own chips, their interactions with Nvidia and AMD are expected to introduce new dynamics. Many of these fresh variables...
Tuesday 5 September 2023
As AI drives server demand, brands pick up speed while Taiwanese suppliers provide support
Server brands are actively embracing the AI business opportunities, each coming with its own unique approach. Dell, with its close relationship with Nvidia, is aggressively pushing...
Tuesday 5 September 2023
Delta Electronics gains prominence in the AI server power supply market
With the rise of ChatGPT and other generative AI applications, AI servers tailored to meet the formidable computational demands of generative AI have emerged as a central focus. These...
Friday 1 September 2023
AI server boom drives CCL demand
Iteq and other suppliers that specialize in high-speed and high-frequency copper-clad laminates (CCL) have been identified as beneficiaries of the AI server demand surge, according...
Friday 1 September 2023
Wistron secures major GPU substrate orders for AI servers
Wistron has secured significant GPU substrate orders for AI servers and anticipates its server product shipments will increase month by month for the remainder of this year, according...