Memory Manufacturers Successful in Receiving Orders at COMPUTEX

Reported about 1 year ago

At COMPUTEX 2024, the gathering of the most international tech giants' CEOs sparked an AI frenzy. The CEO of NAND controller manufacturer Phison, Pan Chien-cheng, revealed that they have showcased many innovative products at COMPUTEX 2024, with many already receiving orders or being shipped out. Notably, their enterprise SSD brand has been adopted by US storage clients, with about 25% of orders in May coming from enterprise SSD, expected to reach 10% in 2024. Phison's Retimer chips for server motherboards have entered the supply chains of major US and Taiwanese firms, with high profit margins. Amidst market fluctuations, Phison anticipates demand stabilizing after July and August. NVIDIA's supply chain partners Yidong and its subsidiary Antech International have introduced various AI-related products, focusing on edge AI development like machine vision for air sensing applications and customizing AI systems for clients' needs.

Source: YAHOO

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