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Tuesday 12 November 2024
Global server market, 3Q 2024

Introduction

Wednesday 6 November 2024
Inventec expects double-digit sequential growth in server revenue
Inventec expects its server revenue to surpass initial projections for the fourth quarter of 2024, driven by robust H20 and H100 shipments. Despite declining notebook deliveries,...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.
Wednesday 29 May 2024
Foxconn to flex AI muscle at Computex, with Nvidia-powered next-gen servers to begin shipping in 3Q24
Computex 2024 is set to be the leading showcase for the latest advancements in AI technology, as the field continues to heat up with Nvidia's next-gen GB200 chip scheduled to launch...
Friday 3 May 2024
Global server market, 1Q 2024

Introduction

Tuesday 30 April 2024
China-made server shipments to US contract
Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five yea...
Tuesday 30 April 2024
As capital expenditures become focus for CSPs, Taiwan-based server suppliers eye opportunities
Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even...
Thursday 22 February 2024
Server ODMs cautiously optimistic about 2024, even as upstream voices disagree
Leading server baseboard management controller (BMC) supplier Aspeed predicts a single-digit slide in server shipments for 2024, in contrast with forecasts from numerous server ODMs...
Tuesday 6 February 2024
Taiwan-based NB ODMs pivot resources to HPC and AI in 2024
In a recent shift, Taiwan-based laptop ODMs are directing their 2024 resources toward non-notebook ventures, notably in High-Performance Computing (HPC) and AI.
Tuesday 23 January 2024
Global server shipments to return to growth in 2024
Global server shipments are expected to rebound in 2024 after a decline in the previous year, according to market sources.
Thursday 4 January 2024
Decoding the 2023 server landscape and anticipating a 3.5% growth to 15 million shipments in 2024
After a lukewarm 2023, the server industry is poised for a prosperous 2024. Indications from the supply chain suggest a decline in general-purpose server shipments, but a revival...
Monday 20 November 2023
Global server shipments expected to rise for both quarters in 2H23, says DIGITIMES Research
Global server shipments increased 1.5% quarter-over-quarter in third-quarter 2023 as previously expected, mainly driven by brand vendors launching new platforms, while overall server...
Friday 6 October 2023
Foxconn expects substantial revenue growth in 4Q23
Foxconn (Hon Hai Technology) expects substantial revenue growth compared to the prior quarter in the fourth quarter of 2023, buoyed by a seasonal pickup in shipments for major customer...
Monday 2 October 2023
AI server shipments herald bright future
Quanta chairman Barry Lam has been astonished by the orders placed by AI customers, and as client-side computing power sees a five to ten-fold increase every two years, hardware manufacturers...
Colder Products Company
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