Demand for AI servers will not peak in 2025, according to Quanta Computer executive VP and Quanta Cloud Technology general manager Mike Yang. In his opinion, the AI industry has seen...
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion...
Boosted by the recovering Chinese market, Qualcomm recorded better-than-expected sales and issued an optimistic sales forecast for the current period, highlighting promising trends...
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Despite achieving results at the top end of its guidance, Qualcomm anticipates stable performance in the smartphone and automotive markets, even as it expands its market share in...
Quanta Computer has already seen its supply for AI servers fall short of demand, with demand prospects looking encouraging, according to company chairman Barry Lam. Lam has also stated...
Kye Hyun Kyung, head of Samsung Electronics Device Solutions (DS) division, has visited Quanta Cloud Technology (QCT) during his stay in Taiwan, with his itinerary reportedly covering...
Server vendors, including Quanta Cloud Technology (QCT), Supermicro Computer, and Wiwynn, will showcase new AI-capable servers at the Mobile World Congress (MWC) 2024, which runs...
The AI era has finally arrived, according to Barry Lam, chairman of Quanta Computer. The company has been preparing for this since 2016 and received a constant stream of orders in...
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...
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Quanta Cloud Technology (QCT), which generated 50% of its revenue from AI servers in 2022, anticipates that the proportion will further increase this year.