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.
Quanta Computer is transitioning from a notebook ODM to a manufacturer of servers and automotive devices, as non-notebook sales buoy its profitability, according to market sources.
Foxconn (Hon Hai) will see its revenue growth momentum for 2024 come from five main development axes – namely AI servers, three major smart platforms, Electrical Vehicles (EVs),...
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit...
Driven by the increased market visibility of AI servers, Foxconn has upgraded its outlook for 2024 from neutral to significant growth, as announced by chairman Young Liu during a...
AI was the focus of Foxconn's earnings call on March 14, with chairman Young Liu upgrading his forecast for 2024 to significant growth due to increased order visibility for AI servers...
South Korean and Taiwanese Copper Clad Laminate (CCL) suppliers are vying for AI server orders, which are growing in demand as AI continues to sweep the globe, according to industry...
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
As AI device applications expand from the cloud to the edge, orders for vendors including Asustek Computer, Dell, and Hewlett Packard Enterprise (HPE) have increased significantly,...
