Stay updated with breaking news from Erver Odm. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Due to a slump in both volume and prices, revenue in the enterprise SSD market fell 47.3% sequentially to nearly US$2 billion in the first quarter of 2023, according to TrendForce.
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.
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.
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.
Server ODM Wiwynn has reported net profits of nearly NT$3.3 billion (US$107.5 million) on revenue of NT$74.23 billion for the first quarter of 2023, both of which set new records for the same period in previous years. EPS for the quarter came to NT$18.86.