Subject


Inventec


2025-09-02

[News] Alibaba Reportedly Unveils AI Chip Rivaling NVIDIA’s H20, Boosting Taiwan’s Server ODM Inventec

According to Economic Daily News, citing Wall Street Journal, sources say Alibaba has introduced a new AI chip that is more versatile than its predecessors, aiming to fill the gap left after NVIDIA faced regulatory hurdles in selling to China. The chip, currently in testing, is reportedly produced b...

2025-07-30

[News] NVIDIA’s Reported 300K H20 Order Signals China CSP Boom, Boosts Taiwan AI Server Makers

As reported by Reuters, citing sources, NVIDIA recently placed a 300,000-unit order for H20 with TSMC, reversing its earlier plan to rely solely on existing inventory due to strong demand from China. Economic Daily News highlights that this substantial order reflects continued robust demand from Chi...

2024-12-02

[News] Taiwanese Server ODMs Seek Production Capabilities Outside Mexico Amid Trump’s Tariff Threat

According to a report from UDN News, U.S. President-elect Donald Trump's proposed 25% tariff on imports from Mexico has sent shockwaves through the server manufacturing industry. The report highlights that Taiwanese server ODMs are swiftly implementing contingency measures, with major players like ...

2024-11-27

[News] Trump’s Tariffs Likely to Hit Taiwan’s AI Server Supply Chain, with Foxconn among the Impacted

As president-elect Donald Trump calls for tariffs on imports from Mexico, Canada and China, the AI server supply chain is expected to bear the brunt of the impact, given that U.S. imports the highest value of servers from Mexico, according to a report from the Economic Daily News. Taiwanese companie...

2024-08-30

[News] Taiwanese Supply Chain to Benefit from Supermicro’s Order Withdrawal, with Dell and HP as Potential Beneficiaries

On August 27, AI server giant Supermicro was accused of accounting violations, inadequate disclosure of related party transactions, and evading sanctions by selling products to Russia by short-seller Hindenburg Research. In addition, Supermicro announced on August 28 that it would delay the relea...

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