Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders...
Inventec expects its server revenue to surpass initial projections for the fourth quarter of 2024, driven by robust H20 and H100 shipments. Despite declining notebook deliveries,...
Inventec Chairman Li-Cheng Yeh has expressed optimism about AMD's acquisition of ZT, viewing it as an opportunity for Inventec to potentially engage directly with customers in the...
MiTAC Computing Technology (MCT), a subsidiary of MiTAC Holdings, has been actively expanding production capacity to meet the demands of US-based data center clients. After leasing...
Following AMD's acquisition of ZT Systems and a plan to sell the latter's manufacturing business, on August 27, Inventec, which holds 10% of ZT System's shares, announced its agreement...
Taiwan's Ministry of Digital Affairs (MODA) is promoting the application of 5G private networks to increase the competitiveness of all industries by combining 5G with semiconductor...
Leading ODM Compal Electronics has been accelerating the implementation of its ONE+N project, announced in 2023 to achieve net zero in the supply chain. Within two years of the project's...
With demand for AI-related hardware remaining strong, companies in the supply chain have been posting strong results for the traditional off-peak season. In particular, key players...
Taiwan-based notebook ODMs typically anticipate a flat or only minor increase in third-quarter shipments due to the high base from the previous quarter.
As AI continues to be deployed in an ever-increasing range of industries, Cloud Service Providers (CSP) have accordingly increased their investments in AI-related hardware, with Nvidia's...
