Wed, Sep 20, 2023
Friday 18 August 2023
Travel giant TUI tests ChatGPT on UK holidaymakers
TUI AG is bringing ChatGPT to its mobile app in a pilot project testing the potential of generative artificial intelligence on customers in the UK.
Friday 18 August 2023
Foxconn has comprehensive plan for AI, covering hardware to integration
In this wave of ChatGPT-fueled generative AI, Foxconn has leveraged its long-established position in the server industry to continue to be involved in the AI ecosystem. Whether it's the manufacturing of AI servers or the implementation of AI in practical applications, Foxconn is slowly laying out a comprehensive plan that covers the upstream and downstream of the AI hardware industry and the service application market.
Friday 18 August 2023
Lenovo looks to AI server growth as PC business sees double-digit decline
Lenovo released its financial report for the first quarter of the 2023/24 fiscal year (1QFY23/24) ending on June 30th. It saw revenue of US$12.9 billion, marking a decrease of 24% YoY, and the operating profit was US$390 million, reflecting a decline of 50% YoY.
Friday 18 August 2023
Qualcomm and MediaTek partner to facilitae LLM on Xiaomi smartphones
As 2023 becomes the year for large language models (LLMs), Lei Jun, Chairman and CEO of Xiaomi, emphasized recently that fully embracing LLMs is Xiaomi's upcoming strategy. Enabling LLMs to run on mobile terminals is a key focus for Xiaomi's invitation-only internal testing phase. Xiaomi's top executives also indicated that achieving AI capabilities through large models on mobile devices will be realized soon.
Friday 18 August 2023
Taiwan accelerates geothermal development towards decarbonization
Taiwan is making strides towards achieving its 2050 net-zero objective, with geothermal power generation emerging as a pivotal player in the field of renewable energy. TCC Green Energy's geothermal power plant is gearing up for grid testing by the end of 2024, thereby paving the path for its official entry into commercial operation. Presently, Taiwan is witnessing a dynamic developmental landscape, with eight geothermal power plants underway across over 20 locations.
Thursday 17 August 2023
Tesla rolls out FSD in China, implying active supercomputer
Both Mercedes-Benz with its level 3 automated driving and Tesla have actively approached China with their full self-driving solutions (FSD). Despite not yet receiving formal approval for entry, Chinese media highlights Tesla's ongoing deployment of an on-site FSD team within China.

A recent official statement from Tesla discloses the establishment of a data center in China, intended to house all data generated by its vehicles in the country. This strategic move is believed to play a pivotal role in Tesla's establishment of its FSD team in China. This also indirectly signals the activation of Tesla's supercomputer within China.
Thursday 17 August 2023
Quanta sees AI as future growth driver
Quanta Computer expects its future operation and profitability to be majorly driven by the AI business and in addition to servers and automotive AI chips, the company has also been keen on developing medical solutions and formed technology transfer collaborations with hospitals in Taiwan to develop an AI electrocardiography (ECG) platform.
Wednesday 16 August 2023
Yen Sun sees challenges facing Chinese car supply chain
Chinese automakers intend to alter the local market ecology in order to increase the turnover rate of auto sales, which will put a strain on the manufacturing flexibility and inventory management capacities of related industry supply chains, according to Robert Liu, president of automotive cooling fan specialist Yen Sun Technology.
Wednesday 16 August 2023
MediaTek eyeing cloud AI opportunities
MediaTek is eyeing the enormous market potential of cloud AI solutions, according to industry sources.
Tuesday 15 August 2023
Getac sees low order visibility for 2H23
Industrial PC (IPC) maker Getac said its customers are being cautious about their second-half prospects and that it is seeing poor order visibility in the second half of 2023.
Tuesday 15 August 2023
Foxconn grows presence in upstream AI server segment
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Monday 14 August 2023
Asus to compete for AI servers; not concerned about GPU shortage
Compared to the impressive performance of its gaming notebooks and boards, Asus's server business tends to not receive much attention from the market with a revenue share in the low single digits. However, with AI servers trending, Asus has no intention of missing out. Furthermore, with its foundation in the PC sector, Asus is not concerned about chip supply.
Monday 14 August 2023
Quanta to invest in AI server capacity expansions in US and Germany
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which will drive up its capex for 2023 by 20-30% to NT$12-13 billion (US$376-407 million), according to company sources
Friday 11 August 2023
IPC firm DFI optimistic over 2H23 outlook
With the end of customer inventory adjustment and the gradual warming up of the tooling and network security equipment industries, embedded motherboard and industrial PC (IPC) vendor DFI Inc. believes that the overall business outlook in the second half of 2023 is not pessimistic.
Friday 11 August 2023
ODMs see Nvidia GPU shortage curb AI server shipments
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according to industry sources..
Thursday 10 August 2023
Cooling module maker AVC to expand production site in Vietnam
Cooling module maker Asia Vital Components (AVC) plans to expand its production site in Vietnam to meet growing demand from its US customers, according to the Taiwan-based company.
Thursday 10 August 2023
Samsung, Intel continue to collaborate on vRAN solutions
Samsung Electronics has announced the expansion of its collaboration with Intel via a new product innovation agreement, enabling the companies to continue advancing virtualized radio access network (vRAN) for improved performance and capacity.
Thursday 10 August 2023
US limits outbound investments in semiconductors, AI, and quantum tech in China
The Biden Administration announced an executive order to require investors to receive approval before investing in China's sensitive tech sectors, such as AI, semiconductors, and quantum technology. The executive order, expected to be in force in 2024, is narrower than previously thought, signaling a cautious approach towards further restrictions against China by the US.
Thursday 10 August 2023
What role does Foxconn play in the AI server boom?
Industry observers have expressed an interest in the role of Hon Hai Precision Industry (Foxconn), which has a more than 40% market share in the global server market, in this era of artificial intelligence (AI). Enter Foxconn subsidiary - Foxconn Industrial Internet (FII).
Wednesday 9 August 2023
Analysts: Global NBs enjoy strong shipment in 2Q23, but Q3 is likely flat
Due to strong educational demand and successful strategies of inventory clearing, notebook PCs (not including models which can separate the display and the keyboards) enjoyed a better-than-expected shipment performance of 20.9% quarter-on-quarter in 2Q23, according to DIGITIMES Research.
Wednesday 9 August 2023
Wah Lee sees robust AI-triggered demand for semiconductor materials supporting advanced packaging
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server surge, according to industry sources.
Wednesday 9 August 2023
Wiwynn diversifies primary customer base
Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according to the Taiwan-based server ODM.
Wednesday 9 August 2023
For Nvidia and TSMC, China is still a major market they can't afford to give up
Despite the raging US-China technology conflict, neither Nvidia nor TSMC can afford to give up the enormous business opportunities presented by the Chinese market. However, the top executives of the two companies apparently are well aware of the sensitiveness of their association with the Chinese market.
Tuesday 8 August 2023
Micron launches memory expansion module portfolio to accelerate CXL 2.0 adoption
Micron Technology has announced sample availability of its CZ120 memory expansion modules to customers and partners.
Tuesday 8 August 2023
Qisda regrouping for 2H23's quarter by quarter economic recovery
Chairman of Qisda Technology, Peter Chen, announced that despite a less-than-expected economic outlook in this year, the company's operations have grown quarter by quarter. In Q2 this year, revenue grew slightly, though at a slower pace. It was primarily because the IT industry has shown gradual recovery but not a significant rebound in the past year. Chen also projected a gradual improvement in Q3 compared to Q2, expecting the latter half of this year to be better than the first half, albeit at a slow pace.
Global wafer foundry industry analysis and forecast, 2022
Global server shipment forecast and industry analysis, 2022
China smartphone market shipments remain in weak state until 4Q23, says DIGITIMES Research
Global top-5 notebook brands see shipment slip in July after strong rebound in June, says DIGITIMES Research
Chinese smartphone brand shipments rise in 2Q23; volume to continue picking up in 2H23, says DIGITIMES Research