Asia Vital Components

Headlines · 2

1. Oct 20
   Goldman Sachs sharply raises 2027-2028 global server TAM forecasts

   Goldman Sachs' global server team published a report on October 18 raising its 2027E and 2028E global server value TAM by 31% and 45% respectively, with both AI servers and general-purpose servers revised upward. According to 36Kr's account, the report treats simultaneous gains in CSP capital spending, fabless shipments and foundry capacity as confirmation that generative-AI infrastructure investment is in an upcycle. It forecasts rack-scale AI server (NVL72-equivalent) shipments of 63,000/110,000/164,000 units for 2026-28E and 8-GPU AI server shipments of 1.73 million/2.655 million/3.305 million units, alongside a buy list spanning ODMs, optical modules, CCL/PCB, cooling and upstream chips.

   36氪 人工智能 · 🔥 0
2. Oct 19
   Goldman Sachs lifts AVC target price to NT$4,736 but cuts 2026 profit estimate

   Goldman Sachs raised its 12-month target price for Asia Vital Components (AVC) from NT$4,513 to NT$4,736 while keeping a "Buy" rating, but cut its 2026 net profit estimate by 1%, TechNews reported. The report cited rising memory costs weighing on consumer electronics demand and a transition between old and new AI server models as near-term pressure, while it lifted its 2027 profit forecast by 4% on higher liquid-cooling penetration and ramping ASIC customer models. Goldman expects AVC's fourth-quarter revenue to reach NT$68.057 billion, up 15% quarter on quarter and 42% year on year, and estimates NVL72-equivalent AI server rack shipments of 63,000, 110,000 and 164,000 units in 2026, 2027 and 2028.

   科技新报 · 🔥 0

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