Government sources indicate that the proportion of servers imported from China to the US declined from 18.8% in 2017 to 1.7% in 2023, based on trade dynamics over the past five yea...
Due to rising demands for AI servers, US Cloud Service Providers (CSPs) have seen their capital expenditures increase. With Nvidia's Blackwell-powered chips expected to command even...
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...
In a recent shift, Taiwan-based laptop ODMs are directing their 2024 resources toward non-notebook ventures, notably in High-Performance Computing (HPC) and AI.
After a lukewarm 2023, the server industry is poised for a prosperous 2024. Indications from the supply chain suggest a decline in general-purpose server shipments, but a revival...
Global server shipments increased 1.5% quarter-over-quarter in third-quarter 2023 as previously expected, mainly driven by brand vendors launching new platforms, while overall server...
Foxconn (Hon Hai Technology) expects substantial revenue growth compared to the prior quarter in the fourth quarter of 2023, buoyed by a seasonal pickup in shipments for major customer...
Quanta chairman Barry Lam has been astonished by the orders placed by AI customers, and as client-side computing power sees a five to ten-fold increase every two years, hardware manufacturers...
DIGITIMES Research believes tight CoWoS capacity, which is needed for packaging HBM, will result in the supply of high-end AI servers falling short of demand by more than 35% in 2023,...
The burgeoning AI server industry is heading for a peak in the fourth quarter of this year and is expected to ride a fresh wave of growth from 2024 to 2025, according to Chenbro Micom...
High-end AI server shipments are forecast to reach 337,000 units in 2024, with the generative AI market reaching US$109 billion by 2030, at a compound annual growth rate (CAGR) of...
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...
