Out in Front
Monday 22 April 2024
AI surge sparks electricity boom in data centers, industry races to curb consumption by 2030
The surge in computational demand driven by AI is leading to a significant increase in electricity consumption in data centers.
Thursday 18 April 2024
Dell unveils new AI laptop line: LLM ready without cloud dependency
Dell has launched a new series of AI laptops capable of running LLMs.
Thursday 18 April 2024
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Affected by the overall global economic situation in 2023, Taiwanese industrial PC (IPC) manufacturers saw high inventory levels among their downstream customers with DIGITIMES Research estimating that the total revenue of Taiwanese IPC manufacturers reached NT$283.66 billion (US$8.66 billion) for annual decrease of 1.3% in 2023, a relatively weak performance, according to DIGITIMES Research's latest AIoT report covering Taiwanese IPC makers' performance in recent years.
Wednesday 10 April 2024
Taiwan's perpetual futures newbie Quantrend Technology ranks in global top ten
Taiwanese quantitative trading outfit Quantrend Technology ranks among the top ten global market share quantitative trading companies.
Wednesday 10 April 2024
Apple-Baidu AI pact: who wins big in the US-Sino tech tango?
A recent report from the Wall Street Journal (WSJ) has emerged, indicating Baidu is poised to provide AI capabilities for Apple's next-generation iPhone 16.
Monday 8 April 2024
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
In the past, it was the chip that created the user's needs, but when hardware has little room to expand for running Artificial Intelligence (AI) models while the difference between each generation of chips gets smaller and smaller, it's the Operating System (OS) and applications that decide the winner in the AI PC, AI smartphone and AIoT era, said DIGITIMES Research analyst and project manager Joyce Chen.
Wednesday 3 April 2024
Alibaba-backed start-up ZhipuAI races to catch up with OpenAI's Sora amidst new state fund boost
Chinese startup ZhipuAI has accelerated its text-to-video AI technology development following OpenAI's unveiling of Sora.
Tuesday 2 April 2024
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research
DIGITIMES Research estimates that Taiwanese server-related business revenues declined by 7% in 2023, reaching above NT$2 trillion.
Tuesday 2 April 2024
Industry reads tea leaves on China consumer market recovery, AI to remain top dog
The 2024 AI hype train has steamed through exhibition halls and made an ostentious stop at the NVIDIA GTC conference.
Monday 1 April 2024
China's 618 festival might seal the fate of MCU industry in 2024
As channel and client inventory adjustments gradually come to an end, the microcontroller (MCU) industry expects inventory to return to a healthy level in the second quarter of 2024, while market prices continue to reflect cost structures. Industry players believe that the subsequent replenishment effect depends on the recovery of the end-consumer market. With the upcoming Chinese 618 shopping festival, there is hope for a resurgence in demand, making the second quarter a crucial period for industry recovery.
Monday 1 April 2024
Spending on shared cloud infrastructure continues to lead way in enterprise infrastructure investments, says IDC
According to the IDC Worldwide Quarterly Enterprise Infrastructure Tracker, buyer and cloud deployment, spending on compute and storage infrastructure products for cloud deployments, including dedicated and shared IT environments, increased 18.5% year-on-year in the fourth quarter of 2023 to US$31.8 billion.
Thursday 28 March 2024
Amazon goes big on Anthropic with US$2.75 billion investment
Investment in Generative AI (GenAI) startups reached over US$29 billion in 2023.
Monday 25 March 2024
AMD's Lisa Su brings AI PCs to China
Su was accompanied by AMD executives on her trip to Beijing.
Monday 25 March 2024
Edge computing investments in Japan to reach US$12 billion in 2024, says IDC
Japan's spending on edge computing is expected to reach US$12 billion (JPY1.6 trillion) in 2024, an increase of 12.3% over 2023, according to the IDC Worldwide Edge Spending Guide.
Thursday 21 March 2024
IPC providers compete for new markets; target net-zero and edge opportunities
From industrial 4.0 to IoT, industrial PC (IPC) manufacturers have played a crucial role in the development process of various industrial issues. The growth in related markets has brought IPC manufacturers certain contributions. Recently, trends like net-zero carbon emissions and edge computing have become the new favorites of the market, which has created new market development opportunities for IPC manufacturers.
Thursday 21 March 2024
Bank of America foresees surge in GenAI demand, optimistic for AI on device
The Bank of America Research Department said that current demand for GenAI primarily stems from cloud infrastructure deployment, with market momentum driven by chip manufacturers, server providers, and Cloud Service Providers (CSPs).
Thursday 21 March 2024
Taiwan's lagging AI development and policies prompt legislative call for swift action and regulation
The recent Global AI Index by UK-based The Tortoise Media underscores Taiwan's lagging research strength and commercialization index in AI compared to its fellow Asian Tigers.
Wednesday 20 March 2024
Nvidia's AI collaborations with Taiwan scholars drive clinical innovations
Nvidia, leveraging AI, has collaborated with Taiwan-based academics to develop innovative clinical solutions.
Wednesday 20 March 2024
Generative AI will bring in a decade-long golden age for Taiwanese supply chain, says DIGITIMES VP
DIGITIMES Vice President Eric Huan Huang says despite the potential for AI development to become overinflated, there are significant growth opportunities in the future for AI applications.
Tuesday 19 March 2024
Moxa makes bold move into smart edge computing devices and IPCs
Moxa has announced two crucial strategic initiatives to propel its future operations.
Monday 18 March 2024
Phison Electronics join hands with MediaTek to democratize GenAI with cost-effective solutions
Amidst the surging cost of AI GPUs and data center setups NAND controller manufacturer Phison Electronics has partnered with supply chain partners MediaTek and Gigabyte to introduce a solution that will democratize access to Generative AI (GenAI).
Monday 18 March 2024
Taiwan develops AI model matching GPT 3.5, geared towards enterprise use
The National Science and Technology Council (NSTC) has assembled Taiwanese research teams to develop a dedicated Trustworthy AI Dialogue Engine (TAIDE) for the Taiwanese public and businesses.
Monday 18 March 2024
Weekly news roundup: US launches O-RAN offensive to dethrone Huawei in telecom battle
These are the most-read DIGITIMES Asia stories in the week of March 11 – March 15.
Friday 15 March 2024
Vision Pro unlikely to replace handheld devices like iPhone in the short term
Apple's Vision Pro has been in the market for around a month after its launch in early February. Some believe this device will replace the iPhone, iPad, and Mac in a few years. While this likely won't happen any time soon, looking ahead, the release of Vision Pro has undoubtedly brought attention to spatial computing. The ability to allow users to interact with virtual objects naturally and intuitively has also brought a certain level of novelty to the industry.
Thursday 14 March 2024
AI business opportunities for PCs and smartphones
As edge AI business opportunities continue to brew, smartphones and PCs are considered the primary platforms driving related business opportunities.
Research Report Database
Summary of Tech Supply Chain News!
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research