Reported 11 months ago
The top three OEMs, Wistron (4938), Pegatron (2382), and Quanta Computer (2356), are holding shareholder meetings this week with a focus on the delivery status of the 'world's strongest AI chip' GB200 servers and this year's AI server prospects. As Wistron CEO Ye Li-cheng leads the meeting for the first time, attention is drawn to the company's new developments. Pegatron will also hold its meeting on the 14th, with a focus on the performance of its iPhone OEM business in the second half of the year and the progress of new AI server orders. Quanta Computer's Chairman Lin Pai-li will discuss the latest AI prospects and address industry trends regarding AI and robotics. This year marks a significant transition for Quanta Computer with a focus on AI development and application, looking towards an expanding AI market.
Source: YAHOO