Server PCB specialist Gold Circuit Electronics (GCE) is expected to see orders for AI servers generate 3-4% of revenue in 2023, with the proportion set to rise to a double-digit figure...
Gigabyte, along with Supermicro and Quanta, was among the first batch of makers to introduce servers that are certified by Nvidia to support the HGX H100 computing card, fueling expectations...
Cooling module maker Asia Vital Components (AVC), whose 3D vapor chambers (VC) are reportedly being certified by Nvidia, expressed optimism about 3D VC demand through 2024.
The burgeoning AI server industry is heading for a peak in the fourth quarter of this year and is expected to ride a fresh wave of growth from 2024 to 2025, according to Chenbro Micom...
Many next-generation customers, including cloud service providers, are shifting their upgraded computing platforms from traditional platforms to Artificial Intelligence (AI) computing...
"AI is rigid demand," Taiwan-based verification analysis lab iST chairman Wei-Been Yu decisively stated when asked about AI in an interview. From the emergence of OpenAI's ChatGPT...
Taiwan-based thermal management specialist Forcecon Tech has disclosed plans to build Asia's first advanced liquid cooling systems manufacturing plant in northern Taiwan, which is...
High-end AI server shipments are forecast to reach 337,000 units in 2024, with the generative AI market reaching US$109 billion by 2030, at a compound annual growth rate (CAGR) of...
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
A recent survey of 10 semiconductor manufacturing companies by Nikkei showed that their equipment investment in 2023 is likely to decline 16% from a year ago, to US$122 billion...
Copper clad laminate (CCL) supplier Elite Material (EMC) is expected to benefit from the AI server boom with its halogen-free CCL offering, according to industry sources.
In response to recent media reports indicating that TSMC may once again reduce its revenue growth forecast for this year, the pure-play foundry reiterated the guidance provided at...
In this wave of ChatGPT-fueled generative AI, Foxconn has leveraged its long-established position in the server industry to continue to be involved in the AI ecosystem. Whether it's...
