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...
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.
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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.
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.
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...