Hyperscaler capex stays strong, lifting AI server growth, while tight supply now shapes shipment pace.
North American CSP CAPEX expansion drives dual demand for NVIDIA and custom chips. ODMs like Foxconn benefit from rack solutions and are expanding US/Mexico production. Power leaders Delta and LiteOn...
US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into...
TrendForce believes that US tariffs on Mexico will have a limited impact on Taiwanese server ODMs. While these ODMs have assembly plants along the US-Mexico border, they have been actively establishin...
ODMs one after another are releasing reports on revenues and shipments wrapping up 2022. From the revenue side, Quanta, Wistron and Inventec saw continual revenue growth for the whole year thanks to a...
