Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
Major motherboard and graphics card manufacturers in Nvidia's supply chain, including Asustek Computer, Gigabyte Technology, and ASRock, maintained robust sales in August.
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Global PC shipments are expected to stabilize by the end of 2024, spurring a recovery in motherboard and graphics card shipments in the second half of the year, according to industry...
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...
Even with the slow recovery in the PC market, continued healthy demand for motherboards and the AI server trend have helped Asus and Gigabyte maintain revenue growth into April 2024,...
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,...
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Intel's launched its next-gen processor, Core Ultra, on December 15. In response, all major Wintel PC brands have introduced new products that emphasize AI functions. Looking at the...
Gigabyte Technology will see its brand motherboard shipments rebound to 10 million units in 2023 and rise to 11.5 million units in 2024, according to industry sources. In 2022, shipments...
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and...
Taiwanese companies such as Gigabyte and Asustek Computer (Asustek) have recently received massive amounts of orders from Southeast Asia, having secured supplies from Nvidia. Sources...
