Lenovo released its financial report for the first quarter of the 2023/24 fiscal year (1QFY23/24) ending on June 30th. It saw revenue of US$12.9 billion, marking a decrease of 24%...
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Compared to the impressive performance of its gaming notebooks and boards, Asus's server business tends to not receive much attention from the market with a revenue share in the low...
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
IC inspection labs have experienced a surge in demand from vendors of high-end and specialty ICs, as customers step up their R&D pace for AI server and Wi-Fi 7 applications, according...
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
PCB maker Zhen Ding Technology has announced plans to set up a new plant in Thailand for the production of primarily automotive and AI server products.
Taiwan-based power inductor specialist Tai-Tech Advanced Electronics is on track to volume produce its newly developed trans-inductor voltage regulator (TLVR) dual winding inductors...
Industry observers have expressed an interest in the role of Hon Hai Precision Industry (Foxconn), which has a more than 40% market share in the global server market, in this era...
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server...
With the overall economy yet to improve and customer inventory adjustments continuing, passive component suppliers have called 2023 a year where "the slack season is slacking, but...
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
Delta Electronics anticipates sales in the third quarter will increase and outperform the previous quarter thanks to a sustained increase in orders for AI servers and stable demand...
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
