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Sep 18, 11:49
Intel-AWS partnership on Intel 18A to determine IDM 2.0 strategy outcome, says DIGITIMES Research
On September 17, Intel unveiled its transformation roadmap for its foundry business. DIGITIMES Research contends that the success of the expanded partnership with Amazon Web Services (AWS) will be crucial for Intel's IDM 2.0 strategy as significant challenges persist.
In the era of AI, the AI server supply chain has become the latest market phenomenon. NVIDIA's dominance in the field has spurred component and assembly manufacturers to seek entry into NVIDIA's AI server supply chain, aiming to capitalize on this rare market opportunity.
China-based Lenovo has announced plans to begin manufacturing AI servers at its Puducherry plant in southern India and has established a dedicated AI servers R&D lab in Bengaluru. This initiative could position India as one of the few countries with significant AI server production capabilities.
The statement that Intel CEO Pat Gelsinger sent to staff members about the next stage of the company's transformation has been made public.
As the electronics market enters the traditional peak season, increased demand for electronics has led to revenue growth for component distributors. With sustained demand in the server market, most distributors expect third-quarter revenue to peak as it has in previous years.
Artificial intelligence startup Groq Inc. has partnered with oil producer Aramco to build a giant data center in Saudi Arabia that it hopes will become a hub for companies running AI systems across the Middle East, Africa, and India.
Taiwan's major rugged solutions provider Winmate is anticipating significant growth in the rugged notebook market. Fueled by the ongoing enterprise mobility trend and expanding applications across various industries, chairman Ken Lu predicts the company's revenue will reach a new high in 2024 and double within the next 3-5 years
As Nvidia emerged as the preferred partner for startups and tech giants aiming to develop generative AI products, CEO Jensen Huang noted that the world is entering an era of accelerated computing, where Nvidia's GPUs are ideally suited for the demanding computations required in AI, positioning them as a crucial component.
Recently, Apple announced that future AirPods products will be equipped with hearing aid features, and the US Food and Drug Administration (FDA) approved Apple's application on September 12.
The Taiwan Stock Exchange has released the August 2024 revenue figures for all listed companies, with the shipping industry leading the pack, posting a 58.6% growth thanks to surging freight rates.
AI is propelling industries into a new era, with even passive component supply chains reaping the benefits.
These are the most-read DIGITIMES Asia stories in the week of September 9 – September 13.