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PixArt Imaging has enjoyed a ramp-up in short lead-time orders which will continue buoying its sales performance in the second quarter, according to the CMOS image sensor developer.
Nvidia has placed additional orders for AI chips that require TSMC's CoWoS (chip on wafer on substrate) packaging, according to industry sources.
Despite not being an applicant under India's incentive scheme for manufacturing telecom gear, Cisco announced it would begin making in India in a diversification move.
Cooling solution demand for servers, including 3D vapor chambers and liquid immersion, is rising due to AI, according to cooling module maker Asia Vital Components (AVC) chairman Spencer Shen.
Taiwan-based memory chipmakers Winbond Electronics and Nanya Technology will likely land more short lead-time orders from PC customers in May-June, boosting their sales performance in the second quarter, according to industry sources.