Page 2 - Si Server News Today

AI servers are a high-growth area that will drive Hon Hai Precision Industrys (Foxconn) revenue growth beginning in the second half of this year, according to company chairman Young Liu.

ODMs Quanta Cloud Technology, Supermicro, Giga Computing Technology, Mitac Computing Technology, and Ingrasys Technology are showcasing AI servers and other products at Computex 2023 in Taiwan.

Foxconn (Hon Hai Technology Group) held its shareholders meeting on the May 31. Chairman Young Liu stated that Foxconn has a comprehensive product portfolio in the ICT field, including market-leading positions in products such as mobile phones, PCs, servers, and others.

Quanta Cloud Technology (QCT), a subsidiary of Taiwan-based Quanta Computer, generated 50% of its revenue from AI servers in 2022 and anticipates that the proportion will further increase in 2023.

Emily Hong, the Vice Chairwoman and CEO of server original design manufacturer (ODM) Wiwynn Corp., stated that they currently have AI-related projects with major clients in progress. They anticipate significant growth in shipments starting from November to December 2023 and continuing into 2024. As for whether AI server sales will reach 50% of Wiwynn revenue in 2024, Hong expressed that it is their expected target.

AI server cooling fans use more electricity than conventional fans and have higher average selling prices, enabling new growth opportunities for cooling fan suppliers, according to Sunon.

NAND flash memory prices are unlikely to stabilize until after the third quarter of 2023, according to Wallace Kou, president and CEO of flash device controller specialist Silicon Motion.

Inspur and other Chinese server companies have raised their AI server prices to reflect the limited availability of Nvidias GPUs, according to media reports from China.

Nvidia has seen a ramp-up in orders for its A100 and H100 AI GPUs, as a result of the generative AI boom, which has led to an increase in wafer starts at TSMC, according to market sources.

Lite-On Technology is gearing up for demand surge of AI servers with a new US plant dedicated power management systems for data centers and electric vehicle (EV) charging stations set to open in 2024.