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.

Notebook ODMs saw their shipments increase in September, but their outlook for the fourth quarter remains conservative. Both Wistron's and Inventec's evaluations stated that shipments...

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...