Harold Liu, Director of Wiwynn’s Pioneering Excellence Center, highlighted how AI servers are transforming the traditional server supply chain. Liu noted that GPU servers operate within closed ecosystems controlled by chip suppliers, resulting in nearly identical Nvidia NVL72 server racks across exhibitions. In comparison, ASIC servers pose unique challenges for ODMs, demanding greater R&D investments.

Silicon carbide (SiC) substrate prices are witnessing unprecedented declines in 2024, marking a dramatic shift in the power semiconductor materials sector. Following a period of sustained high demand and tight supply, the market now grapples with oversupply as Chinese manufacturers significantly expand production capacity. Industry leaders Tianyu and San’an have ramped up output this year, triggering a price war that has pushed prices below production costs and disrupted the global supply chain.

President Ching-te Lai has pledged to transform Taiwan into an “AI Island,” fueling interest in whether Taiwan’s inaugural AI Basic Act can win approval from the Executive Yuan and be submitted to the Legislative Yuan for review by the end of 2024.