AI servers are proving to be a vital revenue driver for major ODMs. Quanta's October revenue surged to NT$135.9 billion (approx. US$4.24 billion), setting a new record for the period...

Amid the ongoing US-China conflict, the industry is focusing on Apple's efforts to shift its supply chain away from China to other regions. However, one of Apple's primary alternative...

Increased shipments and new product launches from AI chip leaders such as Nvidia and AMD have driven a surge in September sales for AI server ODMs.

As geopolitical influences grow, LED automotive lighting module manufacturer Laster is planning to establish operations in Thailand and Mexico due to demands from Tier 1 clients....

AI server shipments are projected to increase in the fourth quarter of 2024, driven by improved supply of Nvidia's H-series chips. This segment may become the sole product from Taiwan's...

Jeff Lin, the president of Wistron, indicated that the demand for AI servers remains robust and is expected to continue growing over the next two years. To meet customer demand, the...