DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023, but high-end AI server shipments worldwide are still expected to grow fivefold from a year ago, according to the latest server report covering the AI server market.
To align with global space industry development trends and establish comprehensive solutions for Taiwan's space industry, Taiwan Accelerator Plus (TAcc+), a Taiwanese government-sponsored startup accelerator has formed cooperation with international accelerators and organizations to invite overseas SpaceTech startups to visit Taiwan for a whole month, starting August 15.
A Taiwan-US supply chain partnership forum held in Taipei alongside the US Business Day on September 19 saw delegations of government and corporate representatives from both sides exploring investment and cooperation opportunities in the fields of cybersecurity, 5G communication and electric vehicles. Key American delegates included Laurie Locascio, director of the US National Institute of Standards and Technology (NIST) and concurrently the Under Secretary of Commerce for Standards and Technology, as well as Arizona governor Katie Hobbs and New Mexico governor Michelle Lujan Grisham.
In recent years, Dutch gaming keyboard brand Wooting has gained significant popularity worldwide, praised by influencers and gamers for having far better craftsmanship and functionality compared to traditional gaming brands. The Hall sensor used in Wooting's products comes from the Taiwanese IC design house Major-Power.
Chipmaking and PCB production equipment suppliers are bullish on advanced chip demand as a result of a surge in AI servers and related products, according to industry sources.
Because of the US chip ban and the shortage of Nvidia's GPUs, many China-based cloud service providers (CSPs) have turned to domestically produced chips with higher energy consumption that require stronger heat dissipation solutions, for their AI needs. This is thus bringing new business opportunities to China's local cooling solution providers, according to sources in the cooling solution business.
Chinese server vendor Inspur has announced its investment in Shanghai Yunsilicon Technology, a startup that develops and innovates cloud datacenter ASIC products.
In the past, the forefront of space development was primarily occupied by governments. However, in recent years, there has been a gradual shift towards private enterprises taking the lead, ushering in a new era of commercialization in space exploration. A prime example is SpaceX, which currently manages a constellation of approximately 4,000 low Earth orbit (LEO) satellites, making it the global leader in satellite ownership among private companies and offering satellite services on a global scale.
The 2023 global smartphone market has very much been lackluster, with major brands all uncertain about their sales growth. Apple's iPhone 15 series is seen as the only stable contender in the market. Under these circumstances, Huawei's return to the 5G smartphone market, after being relegated to the sidelines for years, created a major buzz immediately upon its reveal.
The Taiwan Accelerator Plus (TAcc+) program is supported by the Small and Medium Enterprise Administration (SMEA). The 2023 International SpaceTech Startup Supporting Program aims to pair international SpaceTech startups with Taiwan's industries to promote collaborative innovation.
Professor Alberto Sangiovanni-Vincentelli is a legend of the electronic design automation (EDA) industry, but his stories were seldom told. DIGITIMES Asia is privileged to have this exclusive interview to share his wisdom and insights for the semiconductor industry during uncertain times in Part 1 of the interview. In Part 2, he recounts the founding of the world's two largest EDA tool companies that he co-established, and shares some exciting tech innovation projects that he is currently engaging with: