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NEWS TAGGED AI SERVER
Wednesday 20 September 2023
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023,...
Monday 18 September 2023
Motherboard makers raise shipment targets as AI server demands soar
The semiconductor industry's correction period has already exceeded one year due to weak demand for smartphones and notebook computers. Nevertheless, there is a light at the end of...
Thursday 14 September 2023
AI server market to see sustained demand, says Quanta senior VP
Elton Yang, senior VP at Quanta and president of Quanta Cloud Technology (QCT), signals an unrelenting momentum in the AI server market and dispels concerns over any imminent demand...
Tuesday 12 September 2023
ODMs agree GPU availability is key to AI server delivery
Server ODMs have begun large-scale shipments of AI servers equipped with Nvidia's H100 GPU in the third quarter; however, a shortfall in GPU supply may impact their deliveries, according...
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.
Thursday 7 September 2023
Rising AI server power and cooling demands met with efficient solutions
The wave ignited by ChatGPT casts a spotlight on AI servers. Amidst the fiercely competitive AI race, there has been a significant surge in market demand. However, substantial computational...
Tuesday 5 September 2023
As AI drives server demand, brands pick up speed while Taiwanese suppliers provide support
Server brands are actively embracing the AI business opportunities, each coming with its own unique approach. Dell, with its close relationship with Nvidia, is aggressively pushing...
Tuesday 5 September 2023
Delta Electronics gains prominence in the AI server power supply market
With the rise of ChatGPT and other generative AI applications, AI servers tailored to meet the formidable computational demands of generative AI have emerged as a central focus. These...
Monday 4 September 2023
L40S GPU is key to Nvidia's optimistic earnings forecast
The US$16 billion sales target that Nvidia set for its present quarter (August-October), indicates a nearly 170% increase year-on-year. This is really unusual for Nvidia, which has...
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...
Friday 1 September 2023
Wistron secures major GPU substrate orders for AI servers
Wistron has secured significant GPU substrate orders for AI servers and anticipates its server product shipments will increase month by month for the remainder of this year, 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...
Wednesday 30 August 2023
PCB maker GCE gearing up for AI server boom
Server PCB specialist Gold Circuit Electronics (GCE) is expected to see orders for AI servers generate 3-4% of revenue in 2023, with the proportion set to rise to a double-digit figure...
Tuesday 29 August 2023
Gigabyte planning for AI servers
Gigabyte, along with Supermicro and Quanta, was among the first batch of makers to introduce servers that are certified by Nvidia to support the HGX H100 computing card, fueling expectations...
Tuesday 29 August 2023
AVC upbeat about 3D vapor chamber demand
Cooling module maker Asia Vital Components (AVC), whose 3D vapor chambers (VC) are reportedly being certified by Nvidia, expressed optimism about 3D VC demand through 2024.
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DIGITIMES Research Special Report Databases
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research