The implementation of equal tariffs by the US has taken the industry by surprise, leading to significant changes in the server supply chain. Initially, original design manufacturers...

Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors suggest...

AMD has completed its acquisition of ZT Systems, aiming to strengthen its AI infrastructure offerings, the company announced on March 31. The deal will integrate ZT Systems' design...

There is growing speculation regarding a potential slowdown in the demand for AI data centers. Despite these concerns, Taiwan's server original design manufacturers, who hold more...