ODMs without US manufacturing capabilities have initiated active procurement discussions following AMD's acquisition of ZT Systems, with the upcoming US presidential election potentially...
Techman Robot has maintained its leading position in robotics technology since the 2015 launch of its cobot arm equipped with a visual system, a feature unmatched by competitors,...
Taiwan has established itself as the global epicenter for generative AI hardware production, manufacturing 90% of the world's AI servers. TSMC, in particular, holds the exclusive...
NVIDIA's recent fiscal 2025 second-quarter financial report, ending July 28, has not only surpassed market expectations but also addressed concerns surrounding the supply of its new...
The global notebook (NB) market is experiencing a period of stagnation in 2024, with shipments expected to remain largely flat or show only single-digit percentage changes. This comes...
As major AI server makers release their latest financial reports, gross margins have become a key metric for investors. Supermicro saw a sharp decline in market value after it reported...
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Generative AI has helped boost the server industry throughout 2024, driving high demand for AI servers and a recovery in the conventional server market.
Quanta Computer is generating record-high profits amid a sharp decline in staff count. From the high of 112,000 employees by the end of 2018, Quanta's workforce has decreased by 49.1%...
The AI trio is occurring concurrently, spanning product invention and planning, and market development, according to Quanta Computer chairman Barry Lam, who spoke at a shareholder...
