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Monday 18 March 2024
Non-notebook sales buoy Quanta profitability
Quanta Computer is transitioning from a notebook ODM to a manufacturer of servers and automotive devices, as non-notebook sales buoy its profitability, according to market sources.
Monday 18 March 2024
Foxconn highlights five growth pillars for 2024
Foxconn (Hon Hai) will see its revenue growth momentum for 2024 come from five main development axes – namely AI servers, three major smart platforms, Electrical Vehicles (EVs),...
Friday 15 March 2024
Wah Lee returns to growth trajectory as advanced packaging gains traction
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit...
Friday 15 March 2024
Foxconn upgrades 2024 outlook on soaring AI server demand
Driven by the increased market visibility of AI servers, Foxconn has upgraded its outlook for 2024 from neutral to significant growth, as announced by chairman Young Liu during a...
Friday 15 March 2024
Foxconn forecasts substantial growth for 2024, AI servers are key driver
AI was the focus of Foxconn's earnings call on March 14, with chairman Young Liu upgrading his forecast for 2024 to significant growth due to increased order visibility for AI servers...
Friday 15 March 2024
CCL providers compete for orders for AI servers
South Korean and Taiwanese Copper Clad Laminate (CCL) suppliers are vying for AI server orders, which are growing in demand as AI continues to sweep the globe, according to industry...
Thursday 14 March 2024
Foxconn's recent AI server news to be 4Q23 earnings call highlight
Foxconn will hold its earnings call for the fourth quarter of 2023 in the afternoon of March 14.
Wednesday 13 March 2024
Nvidia AI server chips remain in high demand
Demand remains high for Nvidia AI server processors despite the transition from older to newer products, according to industry sources.
Tuesday 12 March 2024
Taiwan expands Aviation FTZ to expedite AI chips and server shipment
Generative AI has driven huge demand for High-Performance Computing (HPC) chips and AI servers, turning Taiwan into the hardware distribution center for Generative AI hardware in...
Tuesday 12 March 2024
HPE, Dell, and others see orders ramp up as AI moves from cloud to edge
As AI device applications expand from the cloud to the edge, orders for vendors including Asustek Computer, Dell, and Hewlett Packard Enterprise (HPE) have increased significantly,...
Tuesday 12 March 2024
HPE may turn to Foxconn to satisfy significant AI server demand
Hon Hai (Foxconn) is said to have secured a major coup for its AI server business. According to market sources, Hewlett Packard Enterprise (HPE) has been responding to significant...
Thursday 7 March 2024
Taiwan's CCL trio soars with AI servers in 2023, eyes bright 2024
The advancement of AI application is driving significant developments in the essential materials for PCB and HDI, with Taiwan's leading trio in Copper Clad Laminate (CCL) —...
Thursday 7 March 2024
AI server demand to drive 2024 foundry market growth, says DIGITIMES Research
As a result of a prolonged inventory adjustment in the electronics sector and slower economic development in 2023 compared to 2022, DIGITIMES Research forecasts that the global wafer...
Tuesday 5 March 2024
From cloud to edge, FICG rides high on AI business opportunities
Through its affiliate 3CEMS, First International Computer Global (FICG) is aggressively pursuing AI business opportunities. FICG will start shipping AI servers, which include motherboards...
Tuesday 5 March 2024
Delta Electronics doubles growth in AI servers; four major domains maintain their momentum
Although there are still many uncertainties in 2024, and the growth potential of EVs has been adjusted downward due to market influences, Delta Electronics chairman Yancey Hai mentioned...