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,...
IC design company Weltrend Semiconductor has seen operations recover quarter by quarter as it moves inventory at a healthy pace. The company sees promising futures for both its main...
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...
Will it take until the second half of 2024 for the general-purpose server market to recover? According to Inventec, the industry's leading server motherboard manufacturer, it is still...
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...
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...
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...
As internet giants shift their focus towards developing their own chips, their interactions with Nvidia and AMD are expected to introduce new dynamics. Many of these fresh variables...
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...
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...
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...
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...
Mobile devices now not only directly serve data-driven personal lifestyles, but they also promote the tremendous growth of global network data. According to IDC's estimate, worldwide...
Along with the easing of Nvidia's GPU shortage, server manufacturers are expected to see their revenue start rising in September, according to industry sources.
