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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.
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.
K. Y. Lee, who founded the BenQ group, has now left the board of directors at major group company Qisda, about a year after departing from AU Optronics (AUO), another major group company.
Taiwan-based Getac Technology is optimistic about the rugged PC market growth this year, citing AI-driven demand in enterprise digital transformation solutions.
TSMC is widely regarded as the driving force behind AMD and Nvidia's recent success in eroding Intel's share of the data center processor market.