Story thread · 8 reports / 1 sources
Taiwan's AI server supply chain posts record July as growth spreads down the component tier
digitimes.com · 15h
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Across 1 sources · syndicated copies counted once
The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly filings in Taipei. Major Taiwanese companies across the AI server supply chain, including server assembly, cooling, power, networking, and testing, reported combined July revenue of NT$2.59 trillion (US$80.34 million), according to the filings.
First report: Genius Electronic Optical revenue rose 39% in July as lens demand entered peak season — digitimes.com, 2d
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