"AI is rigid demand," Taiwan-based verification analysis lab iST chairman Wei-Been Yu decisively stated when asked about AI in an interview. From the emergence of OpenAI's ChatGPT...
Taiwan-based thermal management specialist Forcecon Tech has disclosed plans to build Asia's first advanced liquid cooling systems manufacturing plant in northern Taiwan, which is...
High-end AI server shipments are forecast to reach 337,000 units in 2024, with the generative AI market reaching US$109 billion by 2030, at a compound annual growth rate (CAGR) of...
The AI server frenzy remains unabated, allowing more and more related supply chain players to emerge. But amid the numerous companies claiming to be associated with AI servers, the...
With major CSPs aggressively building AI servers and pushing up demand for AI processors and HBM memory, global advanced packaging capacity is predicted to expand by 30–40%...
A recent survey of 10 semiconductor manufacturing companies by Nikkei showed that their equipment investment in 2023 is likely to decline 16% from a year ago, to US$122 billion...
Copper clad laminate (CCL) supplier Elite Material (EMC) is expected to benefit from the AI server boom with its halogen-free CCL offering, according to industry sources.
In response to recent media reports indicating that TSMC may once again reduce its revenue growth forecast for this year, the pure-play foundry reiterated the guidance provided at...
In this wave of ChatGPT-fueled generative AI, Foxconn has leveraged its long-established position in the server industry to continue to be involved in the AI ecosystem. Whether it's...
Lenovo released its financial report for the first quarter of the 2023/24 fiscal year (1QFY23/24) ending on June 30th. It saw revenue of US$12.9 billion, marking a decrease of 24%...
Contract electronics vendor Foxconn has a sizable share in the upstream AI GPU module and substrate markets of the AI server supply chain, according to company chairman Young Liu.
Compared to the impressive performance of its gaming notebooks and boards, Asus's server business tends to not receive much attention from the market with a revenue share in the low...
To meet robust customer demand for AI servers, Quanta Computer's board of directors recently greenlighted capacity expansions at its production bases in the US and Germany, which...
IC inspection labs have experienced a surge in demand from vendors of high-end and specialty ICs, as customers step up their R&D pace for AI server and Wi-Fi 7 applications, according...
