Page 3 - Si Server News Today

Quanta Computer will ramp up production for AI servers between the end of 3Q23 and 4Q23. It also remains optimistic about growth generated from sales in the electric vehicle (EV) sector.

Cooling solution demand for servers, including 3D vapor chambers and liquid immersion, is rising due to AI, according to cooling module maker Asia Vital Components (AVC) chairman Spencer Shen.

The ABF substrate market segment is expected to regain prosperity in 2024, buoyed by rising demand for AI servers, according to market sources.

Copper clad laminate (CCL) suppliers in Taiwan have encountered short-term headwinds, with many reporting year-over-year revenue declines in the first quarter, but remain optimistic about long-term demand driven by AI, server, and automotive applications, according to industry sources.

Taiwan-based ODM Wiwynn has initiated shipments of AI training servers, which currently only account for a small portion of the companys revenue but are projected to increase significantly by 2024.

Hon Hai Precision Industry (Foxconn) reiterated its previous estimate of sequential and year-over-year revenue declines for the second quarter.

For the first time ever, Samsung Electronics recently has bluntly publicized that its own AI server processors will surpass Nvidias, but industry observers said regarding its major customer as an enemy may be a fatal injury to the foundry business of Samsung.

EMS provider Lite-On Technology expects revenue growth to be driven by sales generated from cloud server and automotive optoelectronics applications this year.

The server sector is currently laying low to prepare for a big leap in the future. Quanta, which has been making double-digit delivery estimates every year, has downgraded its outlook from double-digit to single-digit for the first time in 2023, a sign of "laying low." However, the server supply chain believes that this is just temporary. The ChatGPT-fueled AI boom is expected to bring the next wave of growth momentum.

Server management SoC solution provider Aspeed Technology has set a flat or slight 5% revenue growth target for 2023.