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DIGITIMES 2025 Tech Forum: Decoding the new ‘smiling curve’ – navigating server sector challenges

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.