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.
Leading US server brand Supermicro has been among the first companies to release its financial report for the preceding quarter, and its optimistic forecast for the current season...
IC distributor WT Microelectronics anticipates that revenue generated from orders related to AI server applications will more than double year-on-year in the first quarter of 2024,...
Inventec's AI server shipments in 2024 are predicted to more than double compared to 2023, according to Jack Tsai, president of the Taiwan-based ODM. Tsai noted the increased average...
With ChatGPT significantly boosting demand for AI servers, related supply chain players have seen orders for Copper Clad Laminate (CCL), PCB, and ABF substrates increase, according...
A significant ramp-up in CoWoS production capacity at TSMC is anticipated to propel server companies' AI server sales to new heights in 2024, according to industry sources.
Apple's no. 2 supplier, Pegatron, has faced challenges on multiple fronts, with an oversaturated smartphone market, recent iPhones being criticized for lacking innovation, and increasing...
The rapid emergence of AI servers is spurring a significant rise in demand for AI processors and propelling peripheral chips, specifically power management ICs (PMICs), into the spotlight...
Quanta stated that in 2024, the demand for AI server orders will remain strong. However, key component shortages persist and are only expected to be resolved in the second half of...
Wistron is expected to see shipments of its AI server products, such as GPU baseboards, modules, and substrates hike in 2024, thanks to the arrival of new production capacity, according...
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...
