News
According to a report by Taiwan's Commercial Times, China's Haitong Securities has taken the lead in reducing shipment expectations before Apple's upcoming new product launch next month. The company has lowered the shipment forecast from the initial 83 million units to 77 million units, marking a de...
News
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...
News
According to the news from Commercial Times, in a recent press conference, the four major American cloud service providers (CSPs) collectively expressed their intention to expand their investment in AI application services. Simultaneously, they are continuing to enhance their cloud infrastructure. A...
News
According to the news reports from money.udn, which indicate that Foxconn, the prominent tech manufacturer, has clinched a substantial contract to supply Apple with AI servers, marking a monumental stride into the Apple AI server market. Notably, these servers will be dispatched from Foxconn's manuf...
In-Depth Analyses
NVIDIA's robust financial report reveals the true impact of AI on the technology industry, particularly in the AI server supply chain. ......