Dell, a major server brand, placed a substantial order for AI servers just before NVIDIA's Q2 financial report. This move is reshaping Taiwan's supply chain dynamics, favoring companies like Wistron and Lite-On. Dell is aggressively entering the AI server market, ordering NVIDIA's top-tier H100 c...

Following Saudi Arabia's $13 billion investment, the UK government is dedicating £100 million (about $130 million) to acquire thousands of NVIDIA AI chips, aiming to establish a strong global AI foothold. Potential beneficiaries include Wistron, GIGABYTE, Asia Vital Components, and Supermicro. P...

According to a report by Taiwan's Commercial Times, JPMorgan's latest analysis reveals that AI demand will remain robust in the second half of the year. Encouragingly, TSMC's CoWoS capacity expansion progress is set to exceed expectations, with production capacity projected to reach 28,000 to 30,000...

According to a report by Taiwan's Economic Daily, Foxconn Group has achieved another triumph in its AI endeavors. The company has secured orders for over 50% of NVIDIA's HGX GPU base boards, marking the first instance of such an achievement. Adding to this success, Foxconn had previously acquired a...

AI Chips and High-Performance Computing (HPC) have been continuously shaking up the entire supply chain, with CoWoS packaging technology being the latest area to experience the tremors. In the previous piece, "HBM and 2.5D Packaging: the Essential Backbone Behind AI Server," we discovered that th...