Sensor maker FineTek expands production amid surging server liquid cooling orders

FineTek, a leading Taiwanese sensor manufacturer, is experiencing a sharp increase in orders from server ODM clients this December, driven by the mass production of Nvidia’s GB200 liquid-cooled servers. The company anticipates continued strong momentum beyond the first quarter of 2025, with expectations of “astounding” order volumes in the second quarter.

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CSPs accelerate custom chip adoption amid ASIC market expansion

AWS announced significant cloud developments and custom chip design progress at its major conference in the US this week. The company’s next-generation 3nm chip, Trainium 3, is set to launch in 2025, with industry sources suggesting Taiwan-based ASIC company Alchip will lead its development. Additionally, AWS is reportedly finalizing a long-term ASIC collaboration agreement with Marvell, demonstrating strong market demand. Industry insiders remain optimistic about the ASIC market’s long-term prospects.

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