Tuesday 21 May 2024
Astera Labs steps up investment in Taiwan
US-based Astera Labs, which specializes in high-speed connectivity chips, has stepped up its investment in Taiwan to strengthen collaboration with local server ODMs.
Tuesday 9 April 2024
Server ODM Wiwynn sees 1Q24 revenue hit 4-quarter high
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Thursday 22 February 2024
Server ODMs cautiously optimistic about 2024, even as upstream voices disagree
Leading server baseboard management controller (BMC) supplier Aspeed predicts a single-digit slide in server shipments for 2024, in contrast with forecasts from numerous server ODMs...
Tuesday 17 October 2023
Nvidia CEO meets server ODMs in Taiwan
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
Friday 8 September 2023
ODMs see general-purpose server demand remain sluggish
General-purpose server demand remains sluggish despite strong demand for AI servers, according to sources at ODMs.
Wednesday 9 August 2023
Wiwynn diversifies primary customer base
Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according...
Tuesday 8 August 2023
Server ODMs see bleak prospects for general-purpose server shipments in 2H23
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
Thursday 27 July 2023
Taiwanese server ODMs anticipate AI server growth in 2024
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
Tuesday 20 June 2023
Wingtech looks to server ODM amid AI hype
As generative AI applications like ChatGPT help drive demand for servers, Wingtech confirmed that its server ODM business is expected to grow in 2023 as the company is looking to...
Wednesday 7 June 2023
Global 1Q23 enterprise SSD revenue falls by nearly half
Due to a slump in both volume and prices, revenue in the enterprise SSD market fell 47.3% sequentially to nearly US$2 billion in the first quarter of 2023, according to TrendForce.
Wednesday 31 May 2023
QCT to generate more revenue from AI servers
Quanta Cloud Technology (QCT), which generated 50% of its revenue from AI servers in 2022, anticipates that the proportion will further increase this year.
Tuesday 30 May 2023
Simon Lin resigns as Wiwynn chairman
Simon Lin resigned as chairman of Taiwan-based server ODM Wiwynn on May 29 and has been replaced by company vice chairman and CEO Emily Hong.
Wednesday 24 May 2023
Server suppliers see customers still reluctant to increase orders
Server ODMs and other suppliers continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, according to industry sources.
Wednesday 10 May 2023
Wiwynn to see AI training server shipments boost
Wiwynn has initiated shipments of AI training servers, which currently only account for a small portion of the company's revenue but are projected to increase significantly by 2024,...
Tuesday 9 May 2023
Wiwynn posts strong 1Q23 results
Server ODM Wiwynn has reported net profits of nearly NT$3.3 billion (US$107.5 million) on revenue of NT$74.23 billion for the first quarter of 2023, both of which set new records...
Research Report Database
Summary of Tech Supply Chain News!
Fuel cell is pivotal for Taiwan's hydrogen industry, according to DIGITIMES Research
Silicon shield doesn't guarantee military deterrence for Taiwan, says DIGITIMES Research
Taiwan IPC makers pushing integrated services to boost profits and to see revenues grow in 2024, says DIGITIMES Research