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NEWS TAGGED AI SERVER
Friday 24 May 2024
Steady demand for passive components in AI servers amid general unclear forecasts, says Nichidenbo
Passive component distributor Nichidenbo has been riding the AI wave in the market, with AI server-related orders growing steadily.
Tuesday 21 May 2024
Microsoft's AI ambition clashes with carbon-negative goal as supplier green mandate intensifies
Amid Microsoft's aggressive AI investments, the company's ambitious 2020 pledge to become carbon-negative by 2030 is now under scrutiny.
Tuesday 21 May 2024
Cooling, power supply, cabinets: server suppliers' main selling points at Computex
The server supply chain is gearing up for Computex Taipei in June, with key players such as Quanta, Wiwynn, Foxconn, Inventec, Compal, and Supermicro all exhibiting their latest AI...
Friday 17 May 2024
Foxconn Industrial Internet anticipates 40% global AI server market share in 2024
The ongoing AI wave is propelling major cloud service providers (CSP), brands, and enterprises to continue investing in the AI arms race, and it also allows related businesses to...
Friday 17 May 2024
IEIT, FII enjoy robust AI server demand in China
Robust AI server demand in China boosted the sales performance of Inspur Electronic Information Industry Systems (IEIT) and Foxconn Industrial Internet (FII) in the first quarter...
Thursday 16 May 2024
Taiwan PCB makers focus spending on high-end HDI boards
Taiwan-based PCB manufacturers are prioritizing capital expenditure on high-end HDI boards.
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...
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Tuesday 14 May 2024
Asus optimistic about 2H24 prospects, with AI PCs and servers contributing to revenue
Asus has reported better-than-expected results for the first quarter of 2024, as its PC and motherboard businesses see sustained shipments, and AI servers begin contributing significantly...
Tuesday 14 May 2024
Memory price hikes to continue in 2024, says Micron CBO
Memory manufacturer Micron Technology expects memory prices will continue climbing throughout 2024 and that pricing will increase significantly in the coming quarters.
Monday 13 May 2024
Zhen Ding expects substantial growth in IC substrates, diversified manufacturing continues
Zhen Ding expects robust growth in AI server-related products and a 3-4x increase in ABF substrate revenue in 2024.
Friday 10 May 2024
Boosted by AI servers, motherboard giants Asus, Gigabyte buck headwinds as revenues soar
Even with the slow recovery in the PC market, continued healthy demand for motherboards and the AI server trend have helped Asus and Gigabyte maintain revenue growth into April 2024,...
Thursday 9 May 2024
AI servers buoy Wistron April revenue
April revenue for Wistron was a record high for the same period in previous years.
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).