The Open Compute Project (OCP) Summit, held in San Jose on October 14, drew record crowds of over 7,000 attendees and more than 100 exhibitors, along with over 200 specialized presentations. Founded in 2011 under Meta's guidance, OCP seeks to create open, standardized hardware for data centers, making it easier to streamline the supply chain and lower costs through uniform specifications and multiple suppliers. This year, the summit spotlighted Taiwan's dominance in AI hardware, joined by new exhibitors from Japan, South Korea, and China's server sector.

Ernst & Young LLP resigned as the auditor to troubled server maker Super Micro Computer Inc., citing concerns about the company's governance and transparency. The shares plummeted the most in six years.

Server chassis manufacturer Chenbro Micom has initiated its manufacturing base diversification with a land-signing ceremony for its new factory in Malaysia on October 30.

Meta Platforms Inc. announced its third-quarter 2024 earnings on October 30, surpassing expectations due to robust ad revenue and AI advancements. As the largest social media company, Meta—parent to Facebook and Instagram—revealed plans to increase infrastructure investments significantly in 2025, driven by its growing focus on AI.

Advanced Power Electronics (APEC) reported a sequential uptick in the third quarter 2024 revenue, driven by demand for upgraded power supplies and cooling fans in AI servers. While these products mainly operate on low- to mid-voltage, APEC noted their average selling price (ASP) trends higher, though rising quality demands from clients are also intensifying price pressure.

As AI PCs shape the future of the computer industry, companies are increasingly focusing on sustainable design to align with Environmental, Social, and Governance (ESG) standards. Major tech brands like Acer and Lenovo are leading the way with eco-friendly laptops, and rugged computer specialist Getac is also introducing recyclable materials into its products.

EMC, a leading manufacturer of environmentally friendly high-grade copper clad laminates (CCL), has announced its financial results for the third quarter of 2024. The company reported a revenue of NT$17.46 billion (approx. US$546.05 million) and a net profit after tax of NT$2.51 billion, achieving a record high for quarterly operational performance.

Alphabet released its financial results for the third quarter of 2024 on October 29, showing accelerated growth in Google Cloud, indicating that the company's long-term investment in AI is yielding positive results.

"AI will continue to drive growth for the company in 2025", says Ping Cheng, the chairman and CEO of leading power supply specialist Delta Electronics. His optimism followed the generative AI wave bringing stellar opportunities for Taiwan's ICT industry in 2024. In addition, Delta expects 10% growth next year in its electric vehicle (EV) business, which will offset sluggish performance in the industrial automation and building automation businesses.

DIGITIMES Research observes that China is rapidly advancing in the field of LLMs. Major technology giants such as Baidu, Alibaba, and Tencent have launched their self-developed LLMs. Chinese-developed LLMs are continuously improving in terms of parameter count, functionality, and application scenarios, according to the latest report on China's development of AI chips.

Infineon Technologies has disclosed its latest milestone in semiconductor manufacturing technology, following the announcement of the world's first 300-millimeter GaN power wafer and the inauguration of the largest 200-millimeter SiC power fab in Kulim, Malaysia. At a high-scale semiconductor fab, Infineon achieved a breakthrough in handling and processing the thinnest silicon power wafers ever made, measuring only 20 micrometers thick and 300 millimeters in diameter.