Although liquid cooling has become essential for AI servers, recent reports of leaks during testing show that the technology is still in its early stages, while highlighting concerns of liability and compensation if leaks do occur.

In a forum hosted by the Korean Chamber of Commerce and Industry (KCCI) in Keiju, KCCI Chairman and SK Group chairman Chey Tae-won told participants that Nvidia's dominance in the AI business is unlikely to be shaken in 2-3 years. Still, the Silicon Valley company may face a round of challenges after the period as companies have yet to find profitable business models for artificial intelligence (AI) technologies. Some uncertainties might challenge Nvidia's leadership status.

Taiwan's National Science and Technology Council (NSTC) is betting big on sports technology as a key driver of economic growth. The council aims to cultivate a robust industry capable of generating NT$1.3 trillion (US$39.65 billion) in annual revenue by 2030.

The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership, according to industry sources.

The strong growth momentum in cloud service providers' (CSPs) AI server investments is set to continue since the risk of under-investment still far outweighs over-investment, said Alphabet CEO Sundar Pichai, during the Google parent company's latest earnings call.

Inspur, a Chinese server manufacturer, recently denied a Reuters report, stating it has no collaboration with Nvidia on designing a B20 AI chip based on the Blackwell architecture to meet U.S. export control requirements. The company asserts that the media report was unfounded.

Promoting the development of the artificial intelligence (AI) industry is one of Taiwan's key priorities, according to Yennun Huang, Minister of Digital Affairs. Relevant measures include integrating large language models (LLMs) from Taiwan and abroad, opening up GPU resources for industry applications, and investing NT$10 billion in startups in the AI ecosystem park in southern Taiwan.

China's tech industry is witnessing a significant rise in locally developed Linux-based servers, driven by growing security concerns and potential supply disruptions of x86 and Arm-based systems. This trend is exemplified by leading cloud computing provider Tencent Cloud's recent unveiling of its enterprise-grade TencentOS Server V3, which supports China's three main independently developed CPU lines: Kunpeng, Hygon, and FeiTeng.

Taiwan's ICT supply chain believes that regardless of the outcome of the upcoming US presidential election, trade tensions between the US and China will not improve.

South Korea's Doosan Group is reportedly undergoing a large-scale strategic restructuring to focus on three core business areas: clean energy, smart machinery, and advanced semiconductor materials. The goal is to maximize synergies and shareholder value.

Micron Technology has disclosed that it is currently conducting sampling of its Multiplexed Rank Dual Inline Memory Modules (MRDIMM) for memory-intensive applications, including AI and HPC.

Global stock markets tumbled the day after news about US Republican presidential candidate Donald Trump's accusation about Taiwan taking the chip business from the United States and that he would impose 60% tariffs on goods from China and 10% on all goods from other countries.

Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as much as 90% of it. This is due to their exceptional skills in server design, research and development, and contract manufacturing. Taiwan is the primary recipient of this market dominance.

After nearly two years of negotiations, Russian tech giant Yandex, often called the "Google of Russia," finalized an asset split on July 15.

By 2050, the market anticipates a staggering proliferation of IoT devices, driving exponential growth in big data. Schneider Electric predicts a future where IT architecture evolves towards high-density setups, boasting powerful computing capabilities in compact spaces. This transformation will introduce novel approaches, including innovative cooling systems for data centers.

Less than five months after the Central Weather Administration (CWA) inaugurated its sixth-generation high-performance computer, its computing power is already falling short. In response, President William Lai stated on July 16, "To achieve great things, one must first sharpen their tools," pledging full government support for the construction of seventh to ninth-generation high-performance computers over the next nine years.

Google Cloud Taiwan has seen three leadership changes in the past five years after general manager Cally Ko left, highlighting challenges for the company in expanding the Taiwanese market.

Major Copper Clad Laminate (CCL) makers EMC, Iteq, and Taiwan Union Technology Corporation (TUC) are forecasting a bumper year, as demand for AI servers continues to trend high leading into the traditional peak season.

Thanks to improving demands in the smartphone and notebook markets, Japanese passive component suppliers are likely to raise inductor prices. However, Taiwanese suppliers believe these price hikes will be modest.

Hanwha Energy, a subsidiary of Hanwha Group, is seizing the AI boom by venturing into the US AI data center market, leveraging eco-friendly energy to gain a foothold.

The third quarter of 2024 will see a gradual increase in the demand for industrial memory, and AI IPC applications specifically designed for the industrial control sector are expected to gain momentum next year, according to industry sources.

Nvidia continues to introduce downgraded versions of its AI and gaming GPUs for the Chinese market, which remains important to the US chip vendor, according to industry sources. New solutions customized for the Chinese market are expected to be released in the first quarter of 2025.

Google parent Alphabet Inc. is in talks to acquire cybersecurity startup Wiz Inc., according to a person familiar with the matter.

As global regional conflicts persist, nations are bolstering their defenses, driving unprecedented demand in the defense sector. Military products, known for their rigorous specifications and superior quality, stand out as a challenging yet highly lucrative niche market, often paralleling the aerospace industry.

Semicon West 2024 was held on July 9-11 in San Francisco, and Tokyo Electron Limited (TEL), the Japanese semiconductor equipment supplier, unveiled the world's first open-source generative AI Small Specialist Agents (SSA) platform that is specifically for the semiconductor industry during a keynote.