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Wednesday 10 July 2024
AI server surge boosts June revenue at Foxconn, others
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Wednesday 26 June 2024
Server industry sees no off-season in 2024
Generative AI has helped boost the server industry throughout 2024, driving high demand for AI servers and a recovery in the conventional server market.
Wednesday 19 June 2024
Quanta's automotive sector secures four major clients with orders scheduled until 2030
Quanta's On-Board Computer (OBC) business continues to grow, becoming the company's third major pillar alongside Notebooks (NBs) and servers.
Tuesday 18 June 2024
Quanta profits double despite halving workforce
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
Monday 17 June 2024
Quanta chair sees AI boom in next 2 years
The AI trio is occurring concurrently, spanning product invention and planning, and market development, according to Quanta Computer chairman Barry Lam, who spoke at a shareholder...
Wednesday 5 June 2024
Quanta seeing supply for AI servers fall short of demand
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...
Tuesday 4 June 2024
Acer, Compal miss out on crucial supply chain for Nvidia AI chips
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,...
Thursday 30 May 2024
Nvidia CEO meets Taiwan suppliers for Blackwell GB200 AI servers
Nvidia founder and CEO Jensen Huang is in Taiwan on a whirlwind visit.
Friday 24 May 2024
Notebook shipment update, April 2024

Introduction

Thursday 16 May 2024
Quanta's 1Q24 earnings call: opportunities in AI, 3 key factors for upcoming strategies
Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax,...
Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Tuesday 7 May 2024
Taiwan notebooks, 1Q 2024

Introduction

Friday 3 May 2024
Global server market, 1Q 2024

Introduction

Wednesday 10 April 2024
Taiwan ODMs expect sales growth in 2Q24
Taiwan-based ODMs including Quanta Computer, Compal Electronics, Inventec, and Wistron anticipate revenue increases in the second quarter of 2024, with the growth rate accelerating...
megawin
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research