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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.
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.
Taiwan-based ODM 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.
According to sources in the server industry, inventory corrections are likely to persist in the short term but the long-term outlook remains promising, driven by AI applications such as LLMs.
Nearly 65% of Taiwan-made servers were bound for the US between January and March, according to data from Taiwan's Ministry of Economic Affairs (MOEA).