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Tuesday 1 August 2023
ODMs look to AI servers for profit growth
ODMs are looking to kick off AI server shipments in the second half of this year, which they believe will be a new driver of profit growth, according to sources in the server indus...
Tuesday 1 August 2023
Nvidia to embrace strong 2H23
Nvidia is gearing up for a prosperous second half of 2023, thanks to a spike in demand for its artificial intelligence processors, industry sources believe.
Friday 28 July 2023
China eyeing self-supply of AI server liquid cooling solutions
According to supply chain sources, many major Chinese server makers are strategically focusing on liquid-cooled AI servers to meet demand from datacenters, and there are also quite...
Thursday 27 July 2023
LandMark silicon photonics shipments for AI server apps to double in 2023
Taiwan-based LandMark Optoelectronics, dedicated to supplying GaAs and InP-based epi-wafers and silicon photonics components, expects its silicon photonics revenue for the entire...
Thursday 27 July 2023
Taiwanese server ODMs anticipate AI server growth in 2024
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
Wednesday 26 July 2023
Yageo expects AI server boom to bring long-term biz opportunities
Taiwan's top passive components maker Yageo has delivered a cautious sales outlook for the third quarter of the year, with terminal market demand recovery still in low gear, but the...
Tuesday 25 July 2023
OSE sees EMS business bolstered by robust AI server demand
As inventory adjustments at semiconductor and electronics supply chains may persist into the fourth quarter of the year, many medium-sized OSATs are seeking different niches to bolster...
Tuesday 25 July 2023
CCL suppliers to receive boost from AI server upgrades
Copper clad laminate (CCL) suppliers Elite Material (EMC), Iteq, and Taiwan Union Technology (TUC) expect server upgrades driven by the AI craze to boost their businesses, as well...
Tuesday 25 July 2023
Liquid cooling solutions gain momentum from AI server demand
Liquid cooling solution suppliers are eyeing growing business opportunities from AI servers, which have been driving changes in component specs to support the dissipation of the huge...
Monday 24 July 2023
TPCA: Taiwan should strengthen high-end PCB supply chain to tap AI server opportunities
The printed circuit board (PCB) for AI servers is a high-end, high-value PCB for terminal applications, and the process technology threshold is higher, so fewer manufacturers have...
Friday 21 July 2023
Tripod Tech expects its AI server deployment to start generating revenue in 4Q23
PCB maker Tripod Technology has stated that it is eyeing business opportunities in the AI server market segment, and expects its deployment in the segment to generate revenue beginning...
Friday 21 July 2023
AI server chip demand to surge over next 5 years, says TSMC
Demand for AI server processors, including CPUs, GPUs, and AI accelerators, has already contributed approximately 6% to TSMC's total revenue, according to company CEO CC Wei at a...
Thursday 20 July 2023
Wus Printed Circuit conservative about 2H23 prospects
PCB manufacturer Wus Printed Circuit has expressed caution regarding its operations in the second half of this year, but sees potential growth in AI server demand.
Thursday 20 July 2023
DDR5 memory prices rise slightly
DDR5 memory has recently shown a modest increase, indicating that the market price is about to enter the stage of recovering from its lowest point, according to industry sources.
Tuesday 18 July 2023
BB ratio for MLCCs rises
The book-to-bill ratio for multi-layer ceramic capacitors (MLCC) has risen to 0.91 on average from 0.84 in April, as orders from ODM customers have resumed, according to sources at...