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.
The booming education procurement season in North America significantly contributed to a 23% month-on-month increase in combined notebook shipments (excluding detachable models) by the global top five brands (excluding Apple) and the top three ODM makers in May 2024.
Vietnam's semiconductor landscape is evolving rapidly, with the central region emerging as a new destination for foreign semiconductor firms, complementing the established chipmaking cluster in the north and the burgeoning software and IC design hub in the south. According to DIGITIMES Research, ongoing global geopolitical tensions, Vietnam's abundant local talent pool, and its policy initiatives to achieve a balanced development across regions will continue shaping the country's semiconductor ecosystem.
In the realm of "decarbonization"-spawned green business opportunities, the spotlight shines brightly on low-carbon hydrogen, an arena deemed indispensable in the medium to long term. Taiwan has earmarked hydrogen energy as one of the twelve pivotal strategies for its transformative journey towards net-zero emissions.
The Taiwan Semiconductor Manufacturing Company, also known as Taiwan's "Silicon Shield," does not fully guarantee preventing war for Taiwan, says DIGITIMES Research analyst Eric Chen.