With the rise of ChatGPT and other generative AI applications, AI servers tailored to meet the formidable computational demands of generative AI have emerged as a central focus. These...
The US$16 billion sales target that Nvidia set for its present quarter (August-October), indicates a nearly 170% increase year-on-year. This is really unusual for Nvidia, which has...
Iteq and other suppliers that specialize in high-speed and high-frequency copper-clad laminates (CCL) have been identified as beneficiaries of the AI server demand surge, according...
Wistron has secured significant GPU substrate orders for AI servers and anticipates its server product shipments will increase month by month for the remainder of this year, according...
Despite the traditional peak season, the outlook for notebook demand in the second half of this year remains unclear, with order pull-ins for consumer electronics also sluggish, according...
Server PCB specialist Gold Circuit Electronics (GCE) is expected to see orders for AI servers generate 3-4% of revenue in 2023, with the proportion set to rise to a double-digit figure...
Gigabyte, along with Supermicro and Quanta, was among the first batch of makers to introduce servers that are certified by Nvidia to support the HGX H100 computing card, fueling expectations...
Cooling module maker Asia Vital Components (AVC), whose 3D vapor chambers (VC) are reportedly being certified by Nvidia, expressed optimism about 3D VC demand through 2024.
The burgeoning AI server industry is heading for a peak in the fourth quarter of this year and is expected to ride a fresh wave of growth from 2024 to 2025, according to Chenbro Micom...
Many next-generation customers, including cloud service providers, are shifting their upgraded computing platforms from traditional platforms to Artificial Intelligence (AI) computing...
"AI is rigid demand," Taiwan-based verification analysis lab iST chairman Wei-Been Yu decisively stated when asked about AI in an interview. From the emergence of OpenAI's ChatGPT...
Taiwan-based thermal management specialist Forcecon Tech has disclosed plans to build Asia's first advanced liquid cooling systems manufacturing plant in northern Taiwan, which is...
High-end AI server shipments are forecast to reach 337,000 units in 2024, with the generative AI market reaching US$109 billion by 2030, at a compound annual growth rate (CAGR) of...
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
