Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even higher prices upon their launch later this year, capital expenditures are expected to continue rising.
Microsoft Corp. will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia's biggest economy to spur growth.
Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize market shares. This drove the utilization rates of OLED production lines for mid-to-low-end smartphones at Samsung Display (SDC), BOE, TCL CSOT, and other manufacturers.
Hannover Messe 2024 showcased a concerted effort by global industries to navigate challenges posed by globalization and the imperative of achieving net-zero carbon emissions.
Samsung Electronics has been ramping up its power semiconductor development team and is considering expanding its production capacity. This move aims to meet the anticipated surge in demand for power chips driven by the rise of Artificial Intelligence (AI) and Electric Vehicles (EVs).
Samsung Electronics, in collaboration with Intel, recently launched a new generation of desktop PCs called the "All-in-One Pro" in South Korea. By using AI, it aims to compete with Apple's iMac and expand its AI end-user ecosystem.
Nvidia's GTC 2024 has confirmed the architecture of AI GPU. However, the demand for water cooling is increasing along with the growth of computing power. Where 1,000 watts were deemed as the ceiling of server Thermal Design Power (TDP), they are likely to become the floor of heat dissipation in the future.
Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five years.
Responding to various rumors about the company's operations, MediaTek CEO Rick Tsai not only mentioned that the annual revenue growth rate of flagship smartphone SoCs will exceed 50% but also set a goal of achieving a 30% market share in the Chinese flagship smartphone market in the short term.
In a bold move towards transformation, Hon Hai has outlined its strategic pivot, emphasizing the pivotal role of AI and the development of smart cities and electric vehicles. Since 2019, the company has strategically positioned itself in three key future industries: electric vehicles, digital health, and robotics, alongside three core technologies: artificial intelligence, semiconductors, and next-generation communications.
