Is AI development sustainable? Barry Lam, chairman of Quanta, pointed out that AI development consists of seven stages, and we are currently only at the second stage. The GB200 and...
Quanta Chairman Barry Lam announced that the company will shift toward independent research and development, moving beyond contract manufacturing. While acknowledging the risks, Lam...
Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's...
With Meta's smart glasses wowing the market with their attractive features and significant sales, other brand vendors and Taiwanese ODMs are stepping up development for the AI/VR...
Amid rising geopolitical tensions, Taiwan's leading tech manufacturers, including Foxconn, Quanta, Wistron, Wiwynn, and Inventec, are accelerating investments to expand production...
As US President Donald Trump enforces reciprocal tariffs internationally, global financial markets experience turmoil, particularly affecting electronics hardware manufacturers. Despite...
The implementation of equal tariffs by the US has taken the industry by surprise, leading to significant changes in the server supply chain. Initially, original design manufacturers...
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
During the GPU Technology Conference (GTC) 2025 in San Jose, Nvidia founder and CEO Jensen Huang hosted an exclusive Taiwan Night dinner, where he addressed key Taiwanese industry...
The annual Nvidia GPU Technology Conference (GTC) officially kicked off on March 17 (Pacific Time). Notably, the conference is taking place in San Jose, providing a boost to the local...
Taiwanese ODM Compal Electronics has reported a February 2024 revenue of NT$67.541 billion (US$2.0 billion), up 22.1% sequentially and 17.4% year-on-year, driven mainly by shipment...
Major cloud service providers (CSPs) are rolling out quantum computing chips, pushing original design manufacturers (ODMs) to ramp up their quantum initiatives. While commercial quantum...
Supply chain operators state that due to tariffs and a surge in orders, server manufacturers are accelerating their plans to establish factories overseas, including in the US. In...
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue...
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
