Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not...
Major motherboard and graphics card manufacturers in Nvidia's supply chain, including Asustek Computer, Gigabyte Technology, and ASRock, maintained robust sales in August.
The production volume of Nvidia's H100 and H200 GPUs has been increasing monthly, potentially driving growth for companies in the server industry chain.
Global PC shipments are expected to stabilize by the end of 2024, spurring a recovery in motherboard and graphics card shipments in the second half of the year, according to industry...
Nvidia CEO Jensen Huang is currently in Taiwan engaging with local partners and suppliers, which still does not include a few key local firms such as Acer and Compal Electronics,...
Delivery times for Nvidia's H100 AI GPU have improved from 52 weeks to 16–20 weeks, as TSMC ramps up its CoWoS production capacity, meaning second-tier server suppliers finally...
TSMC has been increasing its monthly production capacity for CoWoS (chip-on-wafer-on-substrate) advanced packaging, allowing it to increase AI GPU output for Nvidia and AMD, which...
Gigabyte Technology will see its brand motherboard shipments rebound to 10 million units in 2023 and rise to 11.5 million units in 2024, according to industry sources. In 2022, shipments...
The AI server trend led by Nvidia continues to rise. Not only are traditional industry chains like Quanta, Foxconn, and Wistron fighting over the opportunities, but board manufacturers...
Many major fabless chipmakers including Novatek Microelectronics, Realtek Semiconductor, Aspeed Technology and Nvidia have seen earlier than expected orders from clients, which, in...
Combined shipments of Taiwan's four major motherboard brands – Asustek Computer, Gigabyte Technology, Micro-Star International (MSI), and ASRock – are expected to have...
Taiwan-based motherboard and graphics card makers expect sales to fall as much as 50% sequentially in the first quarter of 2023, with growth unlikely to resume until the second half...
Gigabyte Technology has reportedly landed ODM orders for servers from Hewlett-Packard (HP), according to industry sources. Gigabyte has yet to comment.
Motherboard and graphics card makers will see their unit sales and ASPs fall rapidly in 2022, and are conservative about their business prospects next year, according to industry...
