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Tuesday 30 January 2024
Inventec expects AI server shipments to surge in 2024
Inventec's AI server shipments in 2024 are predicted to more than double compared to 2023, according to Jack Tsai, president of the Taiwan-based ODM. Tsai noted the increased average...
Tuesday 30 January 2024
PCB demand from AI server industry to increase
With ChatGPT significantly boosting demand for AI servers, related supply chain players have seen orders for Copper Clad Laminate (CCL), PCB, and ABF substrates increase, according...
Wednesday 24 January 2024
TSMC CoWoS capacity expansion to support AI server sales
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
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.
Tuesday 23 January 2024
For Pegatron, lower profit margins may not be drawback
Apple's no. 2 supplier, Pegatron, has faced challenges on multiple fronts, with an oversaturated smartphone market, recent iPhones being criticized for lacking innovation, and increasing...
Monday 22 January 2024
Integrated PMICs to become mainstream power solution for AI servers, says Infineon
The rapid emergence of AI servers is spurring a significant rise in demand for AI processors and propelling peripheral chips, specifically power management ICs (PMICs), into the spotlight...
Wednesday 17 January 2024
ABF substrate prices unlikely to peak in 2024
ABF substrate prices are unlikely to reach their previous high in 2024 but should have already reached their low point, according to industry sources.
Tuesday 16 January 2024
Kenmec says 'chill out' to US AI servers, posts growth
Frank Hsieh, CEO of Taiwan's Kenmec Mechanical, said the company's breakthrough AI liquid cooling equipment has entered US server chip factories.
Thursday 11 January 2024
Quanta's server business achieved double-digit growth in 2023 due to AI servers
Quanta stated that in 2024, the demand for AI server orders will remain strong. However, key component shortages persist and are only expected to be resolved in the second half of...
Tuesday 9 January 2024
New production capacity to boost Wistron AI server product shipments in 2024
Wistron is expected to see shipments of its AI server products, such as GPU baseboards, modules, and substrates hike in 2024, thanks to the arrival of new production capacity, according...
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...
Thursday 4 January 2024
AI GPU supply to stay tight in 2024, says Gigabyte chairman
The supply of AI GPUs will continue to fall short of demand, according to Dandy Yeh, chairman of Gigabyte Technology.
Wednesday 3 January 2024
Nvidia still leads the way for supply chain manufacturers in 2024
After being the focus of 2023, Nvidia will continue to be a pillar behind the PC and server industries in 2024. The company's upcoming product launches at CES 2024 are rumored to...
Friday 29 December 2023
AI servers, LEO satellites to contribute to Line Tek growth in 2024
Taiwanese power cord and cable manufacturer Line Tek Electronic has been actively deploying in niche markets such as low-Earth-orbit (LEO) satellites and expects new products related...
Thursday 14 December 2023
Wiwynn chairperson explores challenge of power efficiency in AI servers
Emily Hong, the Chairman of the Taiwan-based server ODM giant Wiwynn, has indicated that despite Nvidia's current dominance in the AI server industry, numerous companies are making...