Page 4 - It Components News Today

Nvidia, which has long been keen on boosting GPUs computing power, is now being presented with an excellent opportunity from the AI wave, according to Intel CEO Pat Gelsinger.

Server ODMs continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, but new processors from Intel and AMD may jump start the market.

Micron Technology could lose an estimated US$3 billion in revenue from China as a result of the countrys ban on Chinese enterprises working on critical infrastructure projects procuring products from the US memory vendor, according to industry sources.

Inspur and other Chinese server companies have raised their AI server prices to reflect the limited availability of Nvidias GPUs, according to media reports from China.

Lite-On Technology is gearing up for demand surge of AI servers with a new US plant dedicated power management systems for data centers and electric vehicle (EV) charging stations set to open in 2024.

Automotive peripheral chip suppliers in Taiwan and China are enduring a temporary inventory correction, according to industry sources.

ASMedia Technology, an affiliate of Asustek Computer specializing in high-speed transmission chips, expects to post sequential revenue increases through the fourth quarter of 2023, according to company president Lin Che-wei.

Taiwanese server ODMs such as Inventec and Quanta Computer and associated component suppliers are diversifying production locations amid geopolitical tensions, favoring Thailand and Mexico.

Despite issues such as the global economy showing no sign of recovery and the slow season having limited tablet brands shipment in the earlier half of the first quarter of 2023, tablet brands are starting to place short-term orders at the end of the quarter to replenish their channel inventories. This is expected to benefit overall tablet shipments worldwide to see only a minor drop from a quarter ago, according to DIGITIMES Researchs latest figures from the tablet report.

Server chassis specialist Chenbro Micom plans to set up a new numerical control turret (NCT) sampling plant in Mexico. It expects the company to generate sequential revenue increases through 4Q23.