US-based Astera Labs, which specializes in high-speed connectivity chips, has stepped up its investment in Taiwan to strengthen collaboration with local server ODMs.
Wiwynn has reported that revenue increased 6.2% year-on-year and 18.9% sequentially to a four-quarter high of NT$69.63 billion (US$2.17 billion) in the first quarter of 2024, driven...
Leading server baseboard management controller (BMC) supplier Aspeed predicts a single-digit slide in server shipments for 2024, in contrast with forecasts from numerous server ODMs...
Nvidia CEO Jensen Huang is in Taiwan to meet with the company's server ODM partners, with the supply of Nvidia's H100 chips expected to be at the forefront of discussions.
Wiwynn has stepped up efforts to diversify its main customer base, with its third largest customer poised to contribute over 10% to its total revenue by the end of this year, according...
Shipments of general-purpose servers are falling faster than anticipated thanks to a shift in focus to AI servers, prompting ODMs to be concerned about shipment prospects for the...
Taiwanese server ODMs will begin shipping AI servers at the end of the third quarter and are anticipating significant growth in 2024, according to industry sources. Microsoft and...
As generative AI applications like ChatGPT help drive demand for servers, Wingtech confirmed that its server ODM business is expected to grow in 2023 as the company is looking to...
Due to a slump in both volume and prices, revenue in the enterprise SSD market fell 47.3% sequentially to nearly US$2 billion in the first quarter of 2023, according to TrendForce.
Quanta Cloud Technology (QCT), which generated 50% of its revenue from AI servers in 2022, anticipates that the proportion will further increase this year.
Server ODMs and other suppliers continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, according to industry sources.
Wiwynn has initiated shipments of AI training servers, which currently only account for a small portion of the company's revenue but are projected to increase significantly by 2024,...
Server ODM Wiwynn has reported net profits of nearly NT$3.3 billion (US$107.5 million) on revenue of NT$74.23 billion for the first quarter of 2023, both of which set new records...