美國伺服器大廠:慘殺23%!美AI伺服器廠「1句話」就出大事緯創、廣達逃不了?
慘殺23%!美AI伺服器廠「1句話」就出大事緯創、廣達逃不了?
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![AI伺服器大廠Supermicro本季財測遜預期,盤後跌9%](https://i0.wp.com/api.multiavatar.com/AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%A4%A7%E5%BB%A0Supermicro%E6%9C%AC%E5%AD%A3%E8%B2%A1%E6%B8%AC%E9%81%9C%E9%A0%90%E6%9C%9F%EF%BC%8C%E7%9B%A4%E5%BE%8C%E8%B7%8C9%25.png?apikey=viVnb6N20jclO8)
AI伺服器大廠Supermicro本季財測遜預期,盤後跌9%
https://www.moneydj.com
伺服器和儲存供應大廠美超微電腦(Super Micro Computer, Inc.;Supermicro)於美國股市週二(8月8日)盤後公布2023會計年度第4季(截至2023年6月30日為止) ...
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![AI伺服器訂單爆發台廠跟著High](https://i0.wp.com/api.multiavatar.com/AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E8%A8%82%E5%96%AE%E7%88%86%E7%99%BC%E5%8F%B0%E5%BB%A0%E8%B7%9F%E8%91%97High.png?apikey=viVnb6N20jclO8)
AI伺服器訂單爆發台廠跟著High
https://www.ctee.com.tw
美國伺服器和儲存供應大廠美超微(Supermicro)20日公布第四季初步財測,每股獲利大幅上修,該公司的AI伺服器訂單爆發,有望帶動台系概念股華泰、新 ...
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![伺服器砍單潮衝擊代工廠](https://i0.wp.com/api.multiavatar.com/%E4%BC%BA%E6%9C%8D%E5%99%A8%E7%A0%8D%E5%96%AE%E6%BD%AE%E8%A1%9D%E6%93%8A%E4%BB%A3%E5%B7%A5%E5%BB%A0+-+%E7%B6%93%E6%BF%9F%E6%97%A5%E5%A0%B1.png?apikey=viVnb6N20jclO8)
伺服器砍單潮衝擊代工廠
https://money.udn.com
市場傳出,美國雲端服務(CSP)巨擘微軟、Meta近期擴大砍伺服器訂單, ... 其中,緯穎手中同步握有微軟和Meta二大廠伺服器代工訂單,恐明顯承壓。
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![全球前3大伺服器廠原來是台灣之光](https://i0.wp.com/api.multiavatar.com/%E5%85%A8%E7%90%83%E5%89%8D3%E5%A4%A7%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%BB%A0%E5%8E%9F%E4%BE%86%E6%98%AF%E5%8F%B0%E7%81%A3%E4%B9%8B%E5%85%89.png?apikey=viVnb6N20jclO8)
全球前3大伺服器廠原來是台灣之光
https://www.wealth.com.tw
6月1日,全球前3大伺服器廠美超微(Supermicro)執行長梁見後,在台北國際電腦展中宣布,桃園八德的新廠7月即將落成,未來光是這一座廠,每年就能生產100 ...
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![美國伺服器大廠帶頭打造綠能機房回台擴產力拚龍頭美超微擁抱 ...](https://i0.wp.com/api.multiavatar.com/%E7%BE%8E%E5%9C%8B%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%A4%A7%E5%BB%A0%E5%B8%B6%E9%A0%AD%E6%89%93%E9%80%A0%E7%B6%A0%E8%83%BD%E6%A9%9F%E6%88%BF%E5%9B%9E%E5%8F%B0%E6%93%B4%E7%94%A2%E5%8A%9B%E6%8B%9A%E9%BE%8D%E9%A0%AD%E7%BE%8E%E8%B6%85%E5%BE%AE%E6%93%81%E6%8A%B1+....png?apikey=viVnb6N20jclO8)
美國伺服器大廠帶頭打造綠能機房回台擴產力拚龍頭美超微擁抱 ...
https://www.businesstoday.com.
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![美大廠齊攻AI伺服器台供應鏈吃補](https://i0.wp.com/api.multiavatar.com/%E7%BE%8E%E5%A4%A7%E5%BB%A0%E9%BD%8A%E6%94%BBAI%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%8F%B0%E4%BE%9B%E6%87%89%E9%8F%88%E5%90%83%E8%A3%9C.png?apikey=viVnb6N20jclO8)
美大廠齊攻AI伺服器台供應鏈吃補
https://www.ctee.com.tw
兩電源大廠光寶科及台達電近期亦陸續釋出對後市樂觀展望。外資並看好光寶科在取得部分AI伺服器電源獨供的領先優勢下,調升對其獲利預估,並預計其AI ...