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NEWS TAGGED AI SERVER
Wednesday 27 March 2024
Taiwan delivers over 90% of global AI server shipments, says MOEA
Taiwanese manufacturers dominate over 90% of the global AI server shipments, and all American brand vendors are expected to source their AI servers from Taiwanese partners, according...
Wednesday 27 March 2024
Quartz and other passive component demand promising for AI device applications
The market outlook for quartz crystal and other passive components, such as inductors and capacitors, is positive amid rapidly expanding AI device applications.
Tuesday 26 March 2024
With HBM pie too tempting, could Micron sacrifice production capacity for other memory chips?
Micron Technology has seen its orders for High Bandwidth Memory (HBM) wait to be fulfilled throughout 2025.
Tuesday 26 March 2024
Supply-side resource balancing issues to plague AI server supply chain
Despite Nvidia CEO Jensen Huang's commitment to meeting all customer demands, supply-side resource balancing difficulties will pose challenges for the AI server industry supply chain,...
Thursday 21 March 2024
Weltrend expects over 50% shipment hike in motor IC shipments
IC design company Weltrend Semiconductor expects its motor controller shipments to rise over 50% in 2024, propelled by robust thermal dissipation demand for AI servers.
Wednesday 20 March 2024
Taiwanese ODMs transition away from notebooks and smartphones, AI becomes key driver
The landscape of downstream electronic manufacturers is changing. 2023 was the starting point, and it will become more apparent afterward, with AI as a key driving force of this tr...
Wednesday 20 March 2024
Pegatron, Wiwynn demo AI server solutions at GTC 2024
Taiwan-based Pegatron and Wiwynn are showcasing their modules and other solutions for AI servers at GTC 2024.
Tuesday 19 March 2024
Foxconn, Quanta, and Wistron have high hopes for AI servers
Taiwan-based ODMs and contract device manufacturers including Hon Hai Technology Group (Foxconn), Quanta Computer, and Wistron have high expectations for AI server sales this year.
Monday 18 March 2024
Non-notebook sales buoy Quanta profitability
Quanta Computer is transitioning from a notebook ODM to a manufacturer of servers and automotive devices, as non-notebook sales buoy its profitability, according to market sources.
Monday 18 March 2024
Foxconn highlights five growth pillars for 2024
Foxconn (Hon Hai) will see its revenue growth momentum for 2024 come from five main development axes – namely AI servers, three major smart platforms, Electrical Vehicles (EVs),...
Friday 15 March 2024
Wah Lee returns to growth trajectory as advanced packaging gains traction
Semiconductor material equipment supplier Wah Lee Industrial Group reported a revenue of NT$66.78 billion in 2023, a year-on-year decrease of 9.2%, with a combined after-tax net profit...
Friday 15 March 2024
Foxconn upgrades 2024 outlook on soaring AI server demand
Driven by the increased market visibility of AI servers, Foxconn has upgraded its outlook for 2024 from neutral to significant growth, as announced by chairman Young Liu during a...
Friday 15 March 2024
Foxconn forecasts substantial growth for 2024, AI servers are key driver
AI was the focus of Foxconn's earnings call on March 14, with chairman Young Liu upgrading his forecast for 2024 to significant growth due to increased order visibility for AI servers...
Friday 15 March 2024
CCL providers compete for orders for AI servers
South Korean and Taiwanese Copper Clad Laminate (CCL) suppliers are vying for AI server orders, which are growing in demand as AI continues to sweep the globe, according to industry...
Thursday 14 March 2024
Foxconn's recent AI server news to be 4Q23 earnings call highlight
Foxconn will hold its earnings call for the fourth quarter of 2023 in the afternoon of March 14.