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Despite the achievements of Nvidia, companies developing their own AI models are moving towards custom chips as costs escalate, potential compatibility constraints surface, and to circumvent supply shortage from reliance on a solitary provider.
Mitac said the visibility of server orders in 2H23 remains low despite an influx of short lead-time orders, adding that AI servers may increase future revenue.
Sources say Samsung Electronics is establishing a hyperscale data center for storage and analysis of the statistical data collected in semiconductor processes. Big data analysis and cencentration of the data would help future technology development, process automation, and other applications.
Server chassis specialist Chenbro Micom plans to set up a new numerical control turret (NCT) sampling plant in Mexico. It expects the company to generate sequential revenue increases through 4Q23.
Hon Hai Precision Industry (Foxconn) expects to see its second-quarter revenue decrease both sequentially and on-year, due to ongoing inventory adjustments, the traditional off-season, and others.