Thursday 6 July 2023
HBM memory prices rise amid surge in AI server demand
High-bandwidth memory (HBM) prices have begun to rise in response to a surge in AI server demand, according to industry sources.
Tuesday 4 July 2023
Robust AI server demand to buoy Wistron 2H23 sales, profit
A strong pull-in of orders for AI servers with multi-GPU architecture already boosted Wistron's June sales, with profits for the month also topping the overall profits generated in...
Tuesday 4 July 2023
PCB firm Tripod Tech expects sales to strengthen in 2H23
Tripod Technology expects its revenue to increase in the second half of this year compared to the first half, citing growth in sales of automotive, server, and high-density interconnect...
Monday 3 July 2023
TSMC sees robust AI chip orders from Nvidia, Broadcom, AMD through 2024
TSMC is expected to see a significant revenue rebound in the second half of the year, which will be driven by not only the launch of new iPhones but also strong demand for AI chips...
Monday 3 July 2023
ZTE sees generative AI drive new growth
ZTE exhibited its new computer infrastructure at the just-concluded MWC Shanghai 2023 in response to the rise of generative artificial intelligence (AI). As one of China's top two...
Thursday 29 June 2023
HBM memory demand to boom
Due to the bandwidth limitations of DDR SDRAM in high-speed computation, high bandwidth memory (HBM) is rapidly gaining popularity as a means to circumvent memory transmission speed...
Wednesday 28 June 2023
Advanced packaging supply falling short of demand
The production of AI server chips necessitates not only advanced process fabrication but also the packaging used for high-end HPC processors; however, the supply of advanced packaging...
Monday 26 June 2023
Compal sees end of customer inventory adjustments
Inventory adjustments at Compal Electronics' notebook customers have come to an end, according to Martin Wong, president of the Taiwan-based ODM. The company expects the second half...
Tuesday 20 June 2023
Quanta fortunate to maintain pace with AI transformation, says chairman
At a recent shareholder meeting, company chairman Barry Lam stated that Quanta Computer is privileged to have caught up to the AI transformation era.
Tuesday 20 June 2023
Wingtech looks to server ODM amid AI hype
As generative AI applications like ChatGPT help drive demand for servers, Wingtech confirmed that its server ODM business is expected to grow in 2023 as the company is looking to...
Tuesday 20 June 2023
Copper foil maker Co-Tech eyes AI server applications market
Copper foil maker Co-Tech Development will continue developing products geared toward high-speed and high-frequency communications, in the wake of soaring demand for AI server appl...
Monday 19 June 2023
Datacenter server shipments to decline on two conflicting forces
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
Friday 16 June 2023
Cisco reportedly to partner with Flex to make in India
Cisco is looking to make its products in India, with Flex reportedly the contract manufacturer, as India's large market and incentives for local production attract networking and...
Thursday 15 June 2023
Thailand to be key Southeast Asian server production hub
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Thursday 15 June 2023
AI server shipments ride surging popularity of generative AI, but volumes to be limited, according to DIGITIMES Research
Generative AI has grown to become one of the hottest topics worldwide with cloud services providers all keen on investing in related applications and all industries eagerly trying...
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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