Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
The supply of Graphics Processing Units (GPU) has been less constricted, resulting in delivery lead times dropping from 40-52 weeks at the end of 2023 to 8-12 weeks, according to...
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Mega Networks, an Indian server solutions provider with almost 28 years of experience, is planning to bring out AI servers and enter the semiconductor packaging segment.
Taiwanese manufacturers dominate over 90% of the global AI server shipments, and all American brand vendors are expected to source their AI servers from Taiwanese partners, according...
The market outlook for quartz crystal and other passive components, such as inductors and capacitors, is positive amid rapidly expanding AI device applications.
Despite Nvidia CEO Jensen Huang's commitment to meeting all customer demands, supply-side resource balancing difficulties will pose challenges for the AI server industry supply chain,...
IC design company Weltrend Semiconductor expects its motor controller shipments to rise over 50% in 2024, propelled by robust thermal dissipation demand for AI servers.
The landscape of downstream electronic manufacturers is changing. 2023 was the starting point, and it will become more apparent afterward, with AI as a key driving force of this tr...
Taiwan-based ODMs and contract device manufacturers including Hon Hai Technology Group (Foxconn), Quanta Computer, and Wistron have high expectations for AI server sales this year.
