Wiwynn

Headlines · 3

1. Oct 20
   Morgan Stanley: Microsoft Maia 300 to begin formal deployment in 2027

   A new Morgan Stanley report calls Microsoft's Maia 300 the most important new development at the OCP summit, saying Microsoft is scaling toward a multi-gigawatt target and expects to begin formal Maia 300 deployment in 2027; it names Foxconn and Wiwynn as possible ODM partners and, based on trial production, points to ISU Petasys for accelerator PCBs, Auras for fans and Fositek and Staubli for quick-disconnect connectors. The report also says NVIDIA VR200 racks have started small-volume production, Groq 3 LPX racks are expected between late 2026 and early 2027, standalone Vera CPU racks in late Q1 to early Q2 2027, and AMD's largely unchanged Helios platform should ramp racks in Q1 2027. On components, Morgan Stanley says timing for PTFE, next-generation interconnect and ZQD liquid-cooling connectors on NVIDIA MGX remains unclear, with PTFE promising better signal transmission and less reliance on Q-glass but facing processing complexity, cost and yield/certification risks.

   科技新报 · 🔥 0
2. 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
3. Oct 20
   Citi lifts Wiwynn target price to NT$3,200 on AI server projects

   Citi Research reiterated a Buy rating on server maker Wiwynn and raised its target price from NT$3,184 to NT$3,200, TechNews reported. Citi estimates Wiwynn's third-quarter 2026 revenue at NT$434.6 billion, up 56% quarter on quarter and 63% year on year, with general servers and AI ASIC servers each accounting for about half of revenue, and after-tax profit of NT$21.48 billion. The report forecasts another 20% sequential revenue gain in the fourth quarter as AI server projects including AMD Helios and VR200 racks for Oracle enter mass production, and projects Helios shipments of 5,000 racks in 2027.

   科技新报 · 🔥 0

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