Wistron

Headlines · 3

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
   Four-year-old Yuan Tai breaks into Nvidia supply chain with liquid-cooling CDUs

   A Business Weekly feature republished by TechNews reports that Yuan Tai Technology, a four-year-old startup based in Xizhi, Taiwan, specializes in coolant distribution units (CDUs) and can integrate a data center's entire cooling system, making it one of the few one-stop liquid-cooling infrastructure and system integrators in Taiwan; it has won orders from Wistron, Realtek and Faraday and entered Nvidia's supply chain. The report says first-half revenue exceeded NT$970 million, nearly triple the year-earlier figure, with after-tax profit up more than sixfold and EPS of NT$4.35, beating all of last year. Chairman Chen Mao-chin, a veteran of the cooling industry, founded Yuan Tai in 2022, first making a water cold plate for an Asus motherboard before exiting that segment over leak risk and focusing on CDUs; shareholder Wen Wei's CEO Wang Yu-wen said one semiconductor customer cut electricity costs by 20% with its solution. The report also quotes an unnamed server-ODM vice president saying competitors are catching up.

   科技新报 · 🔥 0
3. Oct 17
   Compal chases AI servers: revenue share seen at 10% this year, 30-40% by 2027

   TechNews, citing a Jing Weekly report, writes that Compal — once seen as an "AI server outsider" — is trying to catch up fast. Servers accounted for only about 2% of its revenue in 2025, but that is forecast to reach roughly 10% this year; with NT$4.03 billion spent on a Daxi plant in Taoyuan plus added capacity in Texas and Vietnam, the company aims to reach 30–40% by 2027. Chairman Chen Jui-tsung, who in 2024 set a goal of a top-three AI server position, now says the near-term target is to reach the industry's middle tier, with current AI server revenue coming mainly from GPU-buying neoclouds; he said large cloud service provider orders could start ramping in late Q4 this year or early next year.

   科技新报 · 🔥 0

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