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Monday 7 October 2024
Liquid cooling solutions to receive spotlight at 2024 OCP Global Summit
The AI server rack featuring Nvidia's Blackwell chip will begin mass production in the fourth quarter of 2024, which is expected to increase the percentage of liquid cooling solutions...
Monday 7 October 2024
Foxconn September sales grow thanks to iPhone and AI servers
Foxconn's September revenue reached NT$733.024 billion (approx. US$22.91 billion), marking a 33.69% increase quarter-over-quarter and a 10.94% rise year-over-year. This strong performance...
Thursday 3 October 2024
Quanta purchases additional fuel cell systems to accommodate AI burn-in tests
Quanta Computer's (Quanta) US subsidiary, QMN, has announced the purchase of three fuel cell microgrid systems for US$79.75 million. The company stated that these additional systems...
Thursday 3 October 2024
AI demands significant power, prompting server ODMs to use green energy
With AI server power consumption on the rise and ESG trends, server ODMs are utilizing more green power.
Wednesday 2 October 2024
Foxconn to kick off shipments for new-gen AI servers in 4Q24
Hon Hai Technology Group (Foxconn) reaffirmed on October 1 that its next-generation AI servers will begin shipping in the fourth quarter of 2024, with production models on display...
Tuesday 1 October 2024
Peripheral chips to experience fast growth in 2025 due to AI server demand
Business opportunities for peripheral chips can only advance further when AI servers become more popularized. The industry believes that the first wave of growth may occur in 2025.
Tuesday 1 October 2024
Systems manufacturers prepping for Blackwell shipments in late 4Q24
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...
Tuesday 1 October 2024
Foxconn to continue growth in 4Q24, buoyed by iPhones, AI servers
Hon Hai Technology Group (Foxconn) expects positive growth in the fourth quarter of 2024, with momentum coming primarily from Apple's iPhone 16 and strong demand for AI servers.
Monday 30 September 2024
Rising AI server customization fuels supply chain tech upgrades
To meet the growing demand for computing power, cloud service providers are ramping up purchases of AI servers. However, suppliers in the electronic connection industry are finding...
Friday 27 September 2024
US DOJ's reported probe into Supermicro could shift orders to benefit Taiwanese ODMs
Rumors are circulating that the US Department of Justice is conducting an investigation into Supermicro. The company has not responded, and relevant supply chains have also refrained...
Thursday 26 September 2024
AMD reportedly teams up with 2 Taiwan startups for SiPh R&D collaboration
AMD has teamed up with Taiwan-based BE Epitaxy Semiconductor Technology and Best Epitaxy Manufacturing for joint development of next-generation silicon photonics (SiPh) technology,...
Tuesday 24 September 2024
AI boom overshadowed by weak consumer IT demand for Samsung and SK Hynix
South Korean semiconductor giants Samsung Electronics and SK Hynix are facing a more cautious outlook for the third quarter of 2024 as demand for AI server chips surges. Recent downgrades...
Monday 23 September 2024
Taiwan emerges as 'AI Cremona', but Quanta CTO urges beyond manufacturing
Taiwan has established itself as the global epicenter for generative AI hardware production, manufacturing 90% of the world's AI servers. TSMC, in particular, holds the exclusive...
Friday 20 September 2024
Wistron expects AI server demand to remain strong through 2025
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...
Wednesday 18 September 2024
Manufacturers scramble to catch AI server supply train heading into 2025
In the era of AI, the AI server supply chain has become the latest market phenomenon. NVIDIA's dominance in the field has spurred component and assembly manufacturers to seek entry...