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NEWS TAGGED AI SERVER
Monday 2 September 2024
Despite high demand for AI servers, Taiwan's export growth lags behind other Asian Tigers
The soaring costs of AI servers have propelled Taiwan to a 42.4% surge in exports of information, communication, and audiovisual products in July.
Wednesday 28 August 2024
Foxconn quells rumors, confirms on-schedule production for major client
To dispel rumors regarding the progress of new product shipments for a major client Foxconn Chairman Young Liu has assured that production lines across the company's facilities are...
Monday 26 August 2024
ZT Systems' manufacturing up for grabs after AMD's acquisition
AMD has made a bold play in the AI computing market, announcing a US$4.9 billion acquisition of ZT Systems, a key player in hyperscale computing.
Friday 23 August 2024
Lite-On advances liquid-cooling solution shipments and AI server power supplies amid GB200 delays
Amid concerns in the AI server supply chain regarding Nvidia's delayed GB200 shipments, Lite-On Technology reports that its clients are continuing product testing, and shipments can...
Friday 23 August 2024
Repon becomes server slide provider for GB200
Repon has announced its approval as a recommended vendor for Nvidia's GB200 AI server slides. The company anticipates beginning mass production in the third quarter, with shipments...
Friday 23 August 2024
EZconn sets record gross margin as AI demand fuels optical communication growth
Benefiting from the surge in AI server demand, optical communication manufacturer EZconn has joined the growth wave. In the first half of 2024, its consolidated revenue reached NT$2.268...
Thursday 22 August 2024
Foxconn navigates complex AI server trading models to maximize profitability
Despite rumors of shipment delays for Nvidia's new-generation AI chips, the demand for AI servers remains strong. For contract manufacturers like Foxconn, the challenge lies in maximizing...
Wednesday 21 August 2024
Details on why Wiwynn is suing Musk's X over unpaid server bills
Wiwynn recently filed a lawsuit in the US District Court for the Northern District of California, accusing X (formerly known as Twitter) of breaching an eight-year-long business agreement...
Monday 19 August 2024
AI server demand remains strong despite rumored Blackwell supply uncertainties, says Wiwynn
Amid recent rumors about uncertainties in Nvidia's Blackwell supply, Wiwynn expects growth momentum to remain intact, primarily driven by ASIC chip servers.
Monday 19 August 2024
Supply chain players navigate cautious optimism amid AI server boom
Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer...
Thursday 15 August 2024
Foxconn confirms timely delivery of Nvidia's GB200 AI servers
Amid recent rumors stating Nvidia's GB200 is facing shipment delays, Foxconn, as a primary supplier, clarified that the development of GB200 is on track and that the company will...
Thursday 15 August 2024
Nvidia Blackwell GPU delay is manageable, say sources
For the supply chain, a brief delay in volume production for Nvidia's complex Blackwell GPU architecture is understandable and manageable, according to industry sources.
Tuesday 13 August 2024
Robust AI server sales buoy Wistron 2Q24 results
Wistron has reported its strongest second quarter in gross margin and EPS, boosted by strong AI server shipments. The ODM's outstanding performance during the quarter confirms the...
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
PCB firm Compeq enjoys ramp-up in orders for LEO satellites
Compeq Manufacturing is one of the Taiwan-based PCB manufacturers aiming to prioritize low Earth orbit (LEO) satellite and AI server applications in 2024. Compeq, which has a long...