The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
The US-China trade war triggered the first wave of the electronic industry's moving out from China. The continued tension between Taiwan and China is now driving the second wave of...
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
Copper clad laminate (CCL) supplier Elite Material (EMC) is expected to benefit from the AI server boom with its halogen-free CCL offering, according to industry sources.
In response to recent media reports indicating that TSMC may once again reduce its revenue growth forecast for this year, the pure-play foundry reiterated the guidance provided at...
Lenovo released its financial report for the first quarter of the 2023/24 fiscal year (1QFY23/24) ending on June 30th. It saw revenue of US$12.9 billion, marking a decrease of 24%...
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
IC inspection labs have experienced a surge in demand from vendors of high-end and specialty ICs, as customers step up their R&D pace for AI server and Wi-Fi 7 applications, according...
ODMs including Quanta Cloud Technology (QCT), Wiwynn, and Giga Computing have experienced delays in fulfilling AI server orders due to the ongoing GPU shortage at Nvidia, according...
PCB maker Zhen Ding Technology has announced plans to set up a new plant in Thailand for the production of primarily automotive and AI server products.
Taiwan-based power inductor specialist Tai-Tech Advanced Electronics is on track to volume produce its newly developed trans-inductor voltage regulator (TLVR) dual winding inductors...
Industry observers have expressed an interest in the role of Hon Hai Precision Industry (Foxconn), which has a more than 40% market share in the global server market, in this era...
Semiconductor materials distributor Wah Lee Industrial has enjoyed robust orders catering to customers' advanced packaging needs, such as TSMC's CoWoS, as a result of the AI server...
With the overall economy yet to improve and customer inventory adjustments continuing, passive component suppliers have called 2023 a year where "the slack season is slacking, but...
