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Tuesday 4 February 2025
Taiwan server ODMs see DeepSeek upside
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
Monday 27 January 2025
EMS Watch: Taiwan leads AI servers, China bets big on edge computing
As 2024 came to a close, major companies unveiled their preliminary financial reports. Simultaneously, Nvidia CEO Jensen Huang toured Taiwan, hosting key industry leaders. With the...
Friday 24 January 2025
Nvidia CEO's China visit showcases strategic ties with rising robotics unicorns
When Taiwanese media reported on Nvidia CEO Jensen Huang dining with TSMC, supply chain partners, and AI server company executives, curiosity arose about the VIPs accompanying Huang...
Friday 24 January 2025
EMS Watch: Foxconn leads Taiwan's EMS firms as AI server boom drives record revenue
Six Taiwanese companies rank among the top ten global Electronics Manufacturing Services (EMS) providers for 2024, with Foxconn, Quanta, Wistron, and Inventec hitting record revenues,...
Thursday 23 January 2025
Foxconn, Mitac to benefit from Trump's AI infrastructure plan
The US is set to enhance its AI infrastructure under President Donald Trump's administration, with Taiwan-based server manufacturers Foxconn and Mitac positioned to capitalize on...
Wednesday 22 January 2025
Pegatron delivers GB200, invests US$18.3 million in US CSP firms
In a significant move into the AI server market, Pegatron has successfully delivered its first GB200 server rack to Lambda Labs, a US-based cloud service provider (CSP). The company...
Tuesday 21 January 2025
AI drives revenue growth for major electronics ODMs in 2024
Major Taiwan-based ODMs including Hon Hai (Foxconn), Quanta, Wistron, and Inventec enjoyed record-high sales in 2024, buoyed by robust AI server sales, while revenue at Pegatron and...
Monday 20 January 2025
Wistron optimistic about 2025 AI growth amid US-Sino policy shifts
At Wistron's year-end party in Taiwan on January 17, Nvidia CEO Jensen Huang emphasized the early stage of AI development and the crucial role of partners like Wistron in the supply...
Friday 17 January 2025
Wistron hits $33 billion revenue milestone, powered by AI server growth and margin gains
Wistron announced its consolidated financial results on January 16, 2025, reporting a record-breaking annual revenue that exceeded NT$1 trillion (US$33.3 billion) for the first time,...
Wednesday 15 January 2025
Compal mulls setting up server factory in the US, with Texas among potential locations
Compal Electronics is assessing the feasibility of setting up a server manufacturing plant in the US, with Texas being one of the potential locations, according to company president...
Monday 13 January 2025
AI server boost: Pegatron hits NT$1 trillion revenue for 11th straight year
Pegatron saw a significant revenue rebound in December 2024, propelled by initial AI server shipments and sustained client demand for new products. In the fourth quarter of 2024,...
Monday 13 January 2025
HPE wins US$1 billion AI server deal for Elon Musk's X
Hewlett Packard Enterprise Co. (HPE) won a deal worth more than US$1 billion to provide Elon Musk's X social network with servers optimized for artificial intelligence (AI) work.
Friday 10 January 2025
UHT Unitech partners with Ablecom to collaborate on advanced immersion cooling for server cabinets
UHT Unitech has entered into a significant partnership with Ablecom Technology, a Taiwanese server parts supplier of Supermicro, to push forward the development of advanced immersion...
Friday 10 January 2025
Taiwan semiconductor and AI industries break records on US trade surplus
Taiwan's dominance in semiconductor and AI server production has led to unprecedented trade figures with the United States. While initial forecasts predicted a US$59 billion surplus,...
Thursday 9 January 2025
Global AI server market and industry trends, 2025
The introduction of generative AI, particularly ChatGPT, has significantly impacted the demand for high-end AI servers worldwide, leading to a noticeable increase in shipments. It...