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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 company's revenue but are projected to increase significantly by 2024.