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.
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.
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.
Recent years have seen shakeups in the traditional dichotomy of the processor landscape, in which Arm ruled the mobile market with its low power consumption and cost, while Intel dominated the x86 space aimed mainly at PCs and servers.
The rapid growth of generative AI is driving an unprecedented expansion of data centers, raising concerns about their impact on electricity grids. These power-intensive facilities could potentially cause blackouts and increase energy costs.
DIGITIMES Research has upwardly revised the 2024 shipment forecasts for high-end AI servers and general AI servers to increase year-on-year by 182.6% and 54.2%, respectively, according to the latest data from the firm's AI server report.
Samsung has announced plans to expand its support for DSPs (Design Service Partners) to help South Korean IC design companies deepen their presence in the HPC (High-Performance Computing) and AI (Artificial Intelligence) fields.
AI server shipments are expected to increase significantly in the second half of 2024 as the shortage of Nvidia H100 GPUs improves, according to sources at Taiwan-based ODMs.
The semiconductor market has become the fourth largest market in the world, following crude oil, automotive, and petrochemical products. With a scale of more than US$500 billion in 2023, it is expected to exceed US$1 trillion by 2030. Attracted by the industry's robust outlook ignited by the Generative AI infrastructure, Middle Eastern countries are diversifying their business portfolios to include the semiconductor and AI industries.
Humanoid robots are currently dominating discussions in the robot market, with manufacturers from the US and China at the forefront of this competition. Surprisingly, traditional Japanese robotics giants seem absent from this scene, and even the historically dominant "Big Four" robot manufacturers—Fanuc, ABB, Yaskawa, and Kuka—appear unusually quiet.
Amidst the surge in demand for data centers, Singapore unveiled its Green Data Center Roadmap in May to promote sustainable practices in the industry. This ambitious plan aims to increase data center capacity by 300 megawatts (MW) in the near term while enhancing energy efficiency and reducing environmental impact.
