Quanta Computer Inc (廣達), which supplies artificial intelligence (AI) servers powered by Nvidia Corp’s chips, yesterday said server revenue would grow steadily in the coming quarters, with sales of AI and general servers expected to grow by a double-digit percentage this year from last year.
Shipments of servers equipped with Nvidia’s GB200 chips, which began at the end of March, are expected to remain steady this quarter, while shipments of GB300 servers are expected to begin in the second half of the year at the earliest, said a Quanta official, who declined to be named.
The company earlier this month said it would increase capital expenditure by about 40 percent year-on-year to NT$20 billion (US$663.17 million) to meet rising server demand from major cloud service providers.
Photo: Fang Wei-chieh, Taipei Times
From researching GPU computing to advancing AI technologies, Quanta and Nvidia have built a new industry and are driving global change, with Taiwan’s innovation ecosystem at the heart of the revolution, Quanta Cloud Technology Inc (QCT, 雲達) president Mike Yang (楊麒令) said on Tuesday.
QCT is a server subsidiary of Quanta.
Nvidia cofounder and chief executive officer Jensen Huang (黃仁勳), who visited QCT’s booth at the Computex trade show in Taipei on Tuesday, referred to the two companies’ collaboration as the beginning of a new journey and a reset of the computer industry that took 60 years to build.
The information technology industry is already massive, but tech firms have reset the playing field, potentially expanding it 10-fold, Huang said.
“The opportunity in front of us is genuinely extraordinary,” he said.
Taking the GB300 server, which comprises 1.2 million parts, as an example, Huang said it is a complete data center built and tested at QCT, so customers can simply plug it in upon delivery.
“This is not a server for a data center. This is a supercomputer for an AI factory, which is the reason why the more you buy, the more you make,” he said.
SEMICONDUCTORS: The German laser and plasma generator company will expand its local services as its specialized offerings support Taiwan’s semiconductor industries Trumpf SE + Co KG, a global leader in supplying laser technology and plasma generators used in chip production, is expanding its investments in Taiwan in an effort to deeply integrate into the global semiconductor supply chain in the pursuit of growth. The company, headquartered in Ditzingen, Germany, has invested significantly in a newly inaugurated regional technical center for plasma generators in Taoyuan, its latest expansion in Taiwan after being engaged in various industries for more than 25 years. The center, the first of its kind Trumpf built outside Germany, aims to serve customers from Taiwan, Japan, Southeast Asia and South Korea,
Gasoline and diesel prices at domestic fuel stations are to fall NT$0.2 per liter this week, down for a second consecutive week, CPC Corp, Taiwan (台灣中油) and Formosa Petrochemical Corp (台塑石化) announced yesterday. Effective today, gasoline prices at CPC and Formosa stations are to drop to NT$26.4, NT$27.9 and NT$29.9 per liter for 92, 95 and 98-octane unleaded gasoline respectively, the companies said in separate statements. The price of premium diesel is to fall to NT$24.8 per liter at CPC stations and NT$24.6 at Formosa pumps, they said. The price adjustments came even as international crude oil prices rose last week, as traders
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), which supplies advanced chips to Nvidia Corp and Apple Inc, yesterday reported NT$1.046 trillion (US$33.1 billion) in revenue for last quarter, driven by constantly strong demand for artificial intelligence (AI) chips, falling in the upper end of its forecast. Based on TSMC’s financial guidance, revenue would expand about 22 percent sequentially to the range from US$32.2 billion to US$33.4 billion during the final quarter of 2024, it told investors in October last year. Last year in total, revenue jumped 31.61 percent to NT$3.81 trillion, compared with NT$2.89 trillion generated in the year before, according to
SIZE MATTERS: TSMC started phasing out 8-inch wafer production last year, while Samsung is more aggressively retiring 8-inch capacity, TrendForce said Chipmakers are expected to raise prices of 8-inch wafers by up to 20 percent this year on concern over supply constraints as major contract chipmakers Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) and Samsung Electronics Co gradually retire less advanced wafer capacity, TrendForce Corp (集邦科技) said yesterday. It is the first significant across-the-board price hike since a global semiconductor correction in 2023, the Taipei-based market researcher said in a report. Global 8-inch wafer capacity slid 0.3 percent year-on-year last year, although 8-inch wafer prices still hovered at relatively stable levels throughout the year, TrendForce said. The downward trend is expected to continue this year,
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