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Thursday 16 May 2024
Quanta's 1Q24 earnings call: opportunities in AI, 3 key factors for upcoming strategies
Quanta released its first quarter financial report during its online earnings call on May 15, noting quarterly growth in gross margin, operating margin, and net income after tax,...
Thursday 16 May 2024
Foxconn, Quanta, Inventec hold advantages in competition for GB200 server orders
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
Wednesday 15 May 2024
Inventec's 1Q24 earnings call: growth across three major product lines, AI server revenue to double
Leading electronics ODM Inventec held its first quarter earnings call on May 14.
Tuesday 14 May 2024
Asus optimistic about 2H24 prospects, with AI PCs and servers contributing to revenue
Asus has reported better-than-expected results for the first quarter of 2024, as its PC and motherboard businesses see sustained shipments, and AI servers begin contributing significantly...
Tuesday 14 May 2024
Memory price hikes to continue in 2024, says Micron CBO
Memory manufacturer Micron Technology expects memory prices will continue climbing throughout 2024 and that pricing will increase significantly in the coming quarters.
Monday 13 May 2024
Zhen Ding expects substantial growth in IC substrates, diversified manufacturing continues
Zhen Ding expects robust growth in AI server-related products and a 3-4x increase in ABF substrate revenue in 2024.
Friday 10 May 2024
Boosted by AI servers, motherboard giants Asus, Gigabyte buck headwinds as revenues soar
Even with the slow recovery in the PC market, continued healthy demand for motherboards and the AI server trend have helped Asus and Gigabyte maintain revenue growth into April 2024,...
Thursday 9 May 2024
AI servers buoy Wistron April revenue
April revenue for Wistron was a record high for the same period in previous years.
Wednesday 8 May 2024
AI server demand fuels DRAM titans battle over HBM
The surging of AI servers has skyrocketed the demand for High-Bandwidth Memory (HBM).
Monday 6 May 2024
iPhone maker Hon Hai hits a record high buoyed by AI, Apple
Hon Hai Precision Industry Co.'s shares jumped to a record high after posting its strongest monthly sales growth since the start of 2023, potentially raising expectations for iPhone...
Monday 6 May 2024
Nvidia GPU shortage relief: AI server supply chain see shipments accelerate
The shortage of Nvidia GPU supply is easing, allowing players in the server supply chain, such as cooling solutions provider Sunon, to ramp up shipments starting in the first quarter...
Friday 3 May 2024
Global server market, 1Q 2024

Introduction

Thursday 2 May 2024
Chinese telecom giants vie for AI supremacy with massive server procurements
In response to the flourishing development and expanding applications of AI, a race to acquire the most AI servers between China's trio of telecom giants has been ignited.
Thursday 2 May 2024
AI server power supplies and cooling behind Lite-On's strong showing
Lite-On Technology reported NT$28.776 billion (US$882.5 million) in revenue for the first quarter of 2024, marking a decrease of 22% from the previous quarter, and a 15.8% drop yea...
Thursday 2 May 2024
Taiwan's computer industry production value CAGR nears 30% in past 5 years
Thanks to the server supply chain shift out of China due to the US-China trade conflicts, Taiwan's computer production value has grown significantly over the past 5 years. Although...