Increased shipments and new product launches from AI chip leaders such as Nvidia and AMD have driven a surge in September sales for AI server ODMs.

The AI server rack featuring Nvidia's Blackwell chip will begin mass production in the fourth quarter of 2024, which is expected to increase the percentage of liquid cooling solutions...

Foxconn's September revenue reached NT$733.024 billion (approx. US$22.91 billion), marking a 33.69% increase quarter-over-quarter and a 10.94% rise year-over-year. This strong performance...

Quanta Computer's (Quanta) US subsidiary, QMN, has announced the purchase of three fuel cell microgrid systems for US$79.75 million. The company stated that these additional systems...

With AI server power consumption on the rise and ESG trends, server ODMs are utilizing more green power.

Hon Hai Technology Group (Foxconn) reaffirmed on October 1 that its next-generation AI servers will begin shipping in the fourth quarter of 2024, with production models on display...

Business opportunities for peripheral chips can only advance further when AI servers become more popularized. The industry believes that the first wave of growth may occur in 2025.

AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...

Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple's iPhone 16 and strong demand for AI servers.

To meet the growing demand for computing power, cloud service providers are ramping up purchases of AI servers. However, suppliers in the electronic connection industry are finding...

Rumors are circulating that the US Department of Justice is conducting an investigation into Supermicro. The company has not responded, and relevant supply chains have also refrained...

AMD has teamed up with Taiwan-based BE Epitaxy Semiconductor Technology and Best Epitaxy Manufacturing for joint development of next-generation silicon photonics (SiPh) technology,...

South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...

Taiwan has established itself as the global epicenter for generative AI hardware production, manufacturing 90% of the world's AI servers. TSMC, in particular, holds the exclusive...

Jeff Lin, the president of Wistron, indicated that the demand for AI servers remains robust and is expected to continue growing over the next two years. To meet customer demand, the...