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...
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...
While AI server orders can provide a big boost, they aren't easy to fulfill. Even Quanta, which holds more than NT$140 billion (approx. US$4.32 billion) in liquidity, is considering...
Taiwan-based I-Chiun Precision Industry has entered the AI supply chain with heat spreaders and is poised to ramp up shipments of new heat dissipation solutions in the second half...
Benefiting from the ongoing growth driven by the AI server industry, Foxconn Industrial Internet (FII) reported its highest half-year revenue and net profit since going public in...
At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.
Japan-based Nidec is pivoting its focus from Electric Vehicle (EV) drive systems to AI server liquid cooling systems as the Chinese EV market is experiencing intense price competition...
Although liquid cooling has become essential for AI servers, recent reports of leaks during testing show that the technology is still in its early stages, while highlighting concerns...
The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership,...
The strong growth momentum in cloud service providers' (CSPs) AI server investments is set to continue since the risk of under-investment still far outweighs over-investment, said...
Instead of building a foundry production line at its P4 facility as previously planned, Samsung Electronics reportedly plans to prioritize building a memory production line, highlighting...
