Tuesday 22 August 2023
Is AI server bandwagon loaded with hitchhikers?
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
Tuesday 22 August 2023
Thailand, Vietnam, and Malaysia compete for second wave of server supply chain migration
The US-China trade war triggered the first wave of the electronic industry's moving out from China. The continued tension between Taiwan and China is now driving the second wave of...
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%...
Tuesday 22 August 2023
Elite Material to benefit from promising CCL demand for AI servers
Copper clad laminate (CCL) supplier Elite Material (EMC) is expected to benefit from the AI server boom with its halogen-free CCL offering, according to industry sources.
Monday 21 August 2023
TSMC maintains revenue outlook for 2023
In response to recent media reports indicating that TSMC may once again reduce its revenue growth forecast for this year, the pure-play foundry reiterated the guidance provided at...
Friday 18 August 2023
Lenovo looks to AI server growth as PC business sees double-digit decline
Lenovo released its financial report for the first quarter of the 2023/24 fiscal year (1QFY23/24) ending on June 30th. It saw revenue of US$12.9 billion, marking a decrease of 24%...
Tuesday 15 August 2023
Foxconn grows presence in upstream AI server segment
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
Friday 11 August 2023
High-end, specialty IC inspection demand rises
IC inspection labs have experienced a surge in demand from vendors of high-end and specialty ICs, as customers step up their R&D pace for AI server and Wi-Fi 7 applications, according...
Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
Thursday 10 August 2023
Zhen Ding to set up new plant in Thailand
PCB maker Zhen Ding Technology has announced plans to set up a new plant in Thailand for the production of primarily automotive and AI server products.
Thursday 10 August 2023
Tai-Tech to mass produce TLVR inductors for AI server apps in 4Q23
Taiwan-based power inductor specialist Tai-Tech Advanced Electronics is on track to volume produce its newly developed trans-inductor voltage regulator (TLVR) dual winding inductors...
Thursday 10 August 2023
What role does Foxconn play in the AI server boom?
Industry observers have expressed an interest in the role of Hon Hai Precision Industry (Foxconn), which has a more than 40% market share in the global server market, in this era...
Wednesday 9 August 2023
Wah Lee sees robust AI-triggered demand for semiconductor materials supporting advanced packaging
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server...
Tuesday 8 August 2023
Passive component inventory adjustment continues; suppliers rush to break into AI server supply chain
With the overall economy yet to improve and customer inventory adjustments continuing, passive component suppliers have called 2023 a year where "the slack season is slacking, but...
Strategize Confidently with Insights into Samsung
Global top-5 notebook brands experience over 20% on-month shipment drop in October, says DIGITIMES Research
Global notebook shipments rise in 3Q23 but to slip in 4Q23, says DIGITIMES Research
Research Insight: order backlog, China demand to drive Infineon automotive segment in FY24