AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...
Amid the ongoing US-China conflict, the industry is focusing on Apple's efforts to shift its supply chain away from China to other regions. However, one of Apple's primary alternative...
As geopolitical influences grow, LED automotive lighting module manufacturer Laster is planning to establish operations in Thailand and Mexico due to demands from Tier 1 clients....
AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...
Jeff Lin, the president of Wistron, indicated that the demand for AI servers remains robust and is expected to continue growing over the next two years. To meet customer demand, the...
Despite the launch of AI PCs, their impact on the peak season effect for the second half of 2024 is limited. The notebook (NB) supply chain estimates that shipments in the second...
Zettabyte, an AI data center technology provider, and Wistron have announced a strategic partnership to develop Taiwan's first hyperscale AI data center.
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
Wistron ITS (WITS), a Wistron Group subsidiary specializing in software and technology consulting services, is shifting its focus to serve new clients in the cloud computing...
Generative AI continues to fuel global server business potential spreading like wildfire. Taiwanese manufacturers dominate the global AI server assembly industry, representing as...
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...
