Wiwynn sees AI server shipments rising 50% this year, primarily driven by ASIC servers (non-Nvidia), media report, noting the firm also sees shipments of general-purpose servers up 50% this year. Chair Emily Hong said robust AI demand will continue in 2026 with growth stronger in the 2nd half. She expects to capex spending significantly higher this year, versus NT$13 billion last year, but did not say how much. 1/2 $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US)
Source: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
