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Tuesday 13 August 2024
AI server manufacturers' gross margins vary by business model
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...
Monday 12 August 2024
ODMs issue bonds to finance costly AI servers
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...
Monday 12 August 2024
AI server demand momentum unfazed by Nvidia GB200 delays
Despite reports of NVIDIA's GB200 chip being delayed, the server supply chain remains optimistic about AI server demand for the second half of 2024.