According to a report by Taiwan's Economic Daily, the latest GH200 module released by NVIDIA has seen its assembly orders exclusively undertaken by Foxconn, while the assembly orders for L40S are also entirely managed by Foxconn. Foxconn has traditionally refrained from commenting on individual b...

According to the Korea Economic Daily. Samsung Electronics' HBM3 and packaging services have passed AMD's quality tests. The upcoming Instinct MI300 series AI chips from AMD are planned to incorporate Samsung's HBM3 and packaging services. These chips, which combine central processing units (CPUs), ...

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...

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...