According to a report from Economic Daily News, Southeast Asia has emerged as an investment hub for major cloud service providers (CSPs) worldwide. In response, Taiwanese server ODMs such as Foxconn, Quanta, Wiwynn, and Inventec are actively expanding their production capability in the region to me...

The latest quarterly reports from the big four cloud service providers (CSPs) have been released in succession. According to a report from Commercial Times, not only has there been significant revenue growth, but capital expenditures for these CSPs have also surged compared to the same period last y...

According to a report from Tom’s Hardware, while major tech companies are investing heavily in datacenter GPUs, the lifespan of these GPUs may only be 1 to 3 years, depending on their utilization rates. The report, citing a general architect at Alphabet, noted that because GPUs are under heavy ...

HBM4, the sixth generation of HBM, is poised to become the key to breakthroughs in computing power for next-generation CSPs (Cloud Service Providers). According to a report from Commercial Times citing Global Unichip Corp. (GUC), to support the development of HBM4, their semiconductor IP (Intellectu...

The heightened tensions between China and the U.S. are expected to escalate further. According to a report from Commercial Times, this has been reflected in the past quarter's increased demand for AI servers among Chinese Cloud Service Providers (CSPs) and enterprises. Following NVIDIA's recent r...