Workstations are the latest hardware category to see an AI-related boom. As noted by James Huang, chairman of rugged industrial PC (IPC) specialist Getac Technology, the company has seen strong sales of its X600 Server, a fully rugged command server, due to enterprise demand for AI functions. In addition, Quanta executive VP Alan Tsai has recently noted untapped potential in workstations.
Amazon Web Services (AWS) has unveiled its latest innovation, the Trainium3 chip, featuring an advanced 3nm manufacturing process and scheduled for release in late 2025. The announcement event notably featured Apple's presence, highlighting the tech giant's significant reliance on AWS cloud services.
AWS has expanded beyond its existing Titan series with the introduction of the Nova family of AI models. The announcement came during the annual AWS conference, where Amazon CEO Andy Jassy made a special appearance to unveil various Nova versions including Micro, Lite, Pro, and Premier. While the first three versions are now generally available, Premier is scheduled for a later release.
Amazon Web Services (AWS) has announced three significant reforms in data center technology, including the streamlining of power distribution and structural design, the introduction of liquid cooling systems, and enhancements to energy efficiency. The company is also collaborating with Nvidia to advance the design of liquid-cooled server racks.
Megvii Technology, one of China's original "AI Elite Four" which specializes in computer vision and deep learning, announced its application for an initial public offering (IPO) on the Shanghai Stock Exchange Science and Technology Innovation Board (STAR) has been withdrawn.
Donald Trump's upcoming return to the US presidency and his promised import tariffs threaten to disrupt the World Trade Organization's free trade principles. The WTO's 166 member states account for a combined 98% of global trade, and industry watchers are closely monitoring how these protectionist policies might reshape global commerce.
Orders for brand AI servers are surging, prompting Taiwan-based electronic contract manufacturing firms to capitalize on the trend regardless of order variations.
Demand for AI servers will not peak in 2025, according to Quanta Computer executive VP and Quanta Cloud Technology general manager Mike Yang. In his opinion, the AI industry has seen an end-to-end progression encompassing all aspects from training and inference to end-user devices. Quanta has also seen AI server orders steadily increase.
The development of AI robots spans multiple sectors, from smart factories to smart homes and specialized applications. However, for semiconductor giants like Nvidia and Qualcomm, penetrating the industrial sector presents challenges reminiscent of the autonomous vehicle market.
Taiwan's industrial computer (IPC) manufacturers are maintaining their composure despite the ripples sent through global supply chains by Donald Trump's recent announcement of tariff policy changes targeting Mexico, Canada, and China.
Both Tesla CEO Elon Musk and Nvidia CEO Jensen Huang consider humanoid robots to be the ultimate chapter in AI development. According to a Goldman Sachs research forecast for the first half of 2024, humanoid robot shipments are expected to exceed 250,000 units by 2030, with nearly all deployments in industrial sectors.
Elon Musk's artificial intelligence company xAI has made headlines with its urgent push for advanced AI hardware. Industry sources indicate that Musk directly approached Nvidia CEO Jensen Huang, offering a premium to expedite a US$1.08 billion order. Production of these AI server systems will be handled by Foxconn, Nvidia's key manufacturing partner.
MiTAC Corporate President Billy Ho expressed optimism for 2025, though he acknowledged the significant uncertainties ahead, including geopolitical tensions and the potential impact of a "Trump 2.0" scenario. To mitigate these risks, MiTAC is taking proactive measures to ensure resilience and adaptability in the face of potential disruptions.
The growing adoption of AI across industries and intensifying geopolitical tensions have led to escalating cybersecurity threats, fueling demand for robust solutions and digital forensic services. Taiwan-based Acer Cyber Security Inc. (ACSI), a cybersecurity specialist, has seen steady revenue growth as a result.
Neousys Technology has defied the downward trend in the industrial PC (IPC) industry in 2024, achieving solid revenues and profits through its early investments in edge AI computing. As the IPC industry rebounds amid growing AI adoption, chairman James Gau projects sustained growth for the company in 2025.
The global push toward net-zero emissions is transforming industries, presenting both challenges and unprecedented opportunities. With 198 countries committed to net-zero targets by 2050, this transition has become essential for businesses seeking long-term sustainability. The industrial PC (IPC) sector stands at the forefront of these changes.
Allis Electric Co. (AEC) is broadening its market focus beyond semiconductors to tap into the surging energy demands of artificial intelligence and data center sectors. The company plans to leverage its established expertise in high- and low-voltage switchgear and transformers, building upon its strong foundation as a supplier to Taiwan's leading semiconductor manufacturers.
LG Electronics has announced a major organizational restructuring aimed at shifting from a product-focused strategy to a solution-driven approach. This strategic realignment seeks to drive sustainable business growth while bolstering the company's competitive edge.
Wistron anticipates reporting a three-digit percentage increase in its AI server sales for 2024, followed by another substantial three-digit growth in 2025, driven by robust market demand, according to the Taiwan-based ODM.
During a recent investor conference in New York, Qualcomm CEO Cristiano Amon emphasized that since 2021, the company has been actively expanding beyond mobile phones. The company's aggressive execution over the past few years has yielded significant results, a strategy that will continue moving forward.
Due to restrictions on accessing Nvidia's most advanced GPUs, China's top 500 supercomputing systems rely exclusively on earlier-generation Nvidia accelerators, according to data from Top500.org.
Following President-Elect Donald Trump's recent announcement of potential new tariff policies, Foxconn chairman Young Liu emphasized that Taiwan's supply chain impacts can only be assessed once the policies are clearly outlined.
Donald Trump is set to return to the White House in January 2025, and he has already declared on social media that on his first day in office, he will sign an executive order imposing a 25% tariff on goods from Mexico and Canada, as well as a 10% charge on Chinese imports. Given that Mexico is a major priority for many Taiwanese ICT companies in terms of manufacturing migration, this move is likely to trigger another wave of supply chain adjustments.
Following Amazon's recent announcement of its investment in nuclear energy in the US, industry watchers are waiting to see if such investment will expand to other regions.
A series of meetings between Chinese officials and US tech executives signals potential warming ties, with senior representatives from Nvidia and Apple holding discussions in Beijing this month.
