For the first time ever, Samsung Electronics recently has bluntly publicized that its own AI server processors will surpass Nvidia s, but industry observers said regarding its major customer as an enemy may be a fatal injury to the foundry business of Samsung.
EMS provider Lite-On Technology expects revenue growth to be driven by sales generated from cloud server and automotive optoelectronics applications this year.
The server sector is currently laying low to prepare for a big leap in the future. Quanta, which has been making double-digit delivery estimates every year, has downgraded its outlook from double-digit to single-digit for the first time in 2023, a sign of "laying low." However, the server supply chain believes that this is just temporary. The ChatGPT-fueled AI boom is expected to bring the next wave of growth momentum.