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Supermicro is expanding production capacity at factory sites in the US, Taiwan, and the Netherlands to meet the rising demand for AI servers and highlighted the rising adoption of liquid cooling.
Memory module and SSD vendor Team Group reportedly recently landed a large-volume B2B memory module order from an international ODM, according to industry sources.
AI servers are a high-growth area that will drive Hon Hai Precision Industry's (Foxconn) revenue growth beginning in the second half of this year, according to company chairman Young Liu.
Server ODMs continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, but new processors from Intel and AMD may jump start the market.
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.