Thursday 23 November 2023
Co-Tech expects steady growth in AI server demand
Copper foil manufacturer Co-Tech Development anticipates a consistent increase in demand for AI servers.
Monday 30 October 2023
Winbond upbeat about 2024 prospects
Winbond Electronics, a specialty DRAM and flash memory maker, has expressed optimism about its business and market prospects for next year, noting the resolution of the majority 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...
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.
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...
Thursday 31 August 2023
Notebook demand outlook for 2H23 remains cloudy
Despite the traditional peak season, the outlook for notebook demand in the second half of this year remains unclear, with order pull-ins for consumer electronics also sluggish, according...
Friday 25 August 2023
Chenbro to see significant growth in Q4 and 2024 following increasing AI server orders
The burgeoning AI server industry is heading for a peak in the fourth quarter of this year and is expected to ride a fresh wave of growth from 2024 to 2025, according to Chenbro Micom...
Tuesday 8 August 2023
Server ODMs see bleak prospects for general-purpose server shipments in 2H23
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
Friday 4 August 2023
Component makers see general-purpose server demand pick up in 2H23
Component suppliers encountered a lackluster increase in orders from general-purpose server customers in the first half of 2023; however, orders are anticipated to increase in the...
Tuesday 1 August 2023
ODMs look to AI servers for profit growth
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
Tuesday 25 July 2023
OSE sees EMS business bolstered by robust AI server demand
As inventory adjustments at semiconductor and electronics supply chains may persist into the fourth quarter of the year, many medium-sized OSATs are seeking different niches to bolster...
Tuesday 25 July 2023
Liquid cooling solutions gain momentum from AI server demand
Liquid cooling solution suppliers are eyeing growing business opportunities from AI servers, which have been driving changes in component specs to support the dissipation of the huge...
Thursday 20 July 2023
Wus Printed Circuit conservative about 2H23 prospects
PCB manufacturer Wus Printed Circuit has expressed caution regarding its operations in the second half of this year, but sees potential growth in AI server demand.
Wednesday 12 July 2023
Cooling module makers upbeat about AI server demand in 2H23
Cooling module manufacturers, such as Auras Technology and Asia Vital Components (AVC), are predicting relatively high demand for AI servers in the second half of this year, despite...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
PXPay Plus Can Fully Focus on its Core Business.
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