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AMD is seeking bidders for its AI server assembly plants in Texas and New Jersey, valued between $3 billion and $4 billion, as part of a strategy to divest manufacturing operations. Taiwanese firms like Compal Electronics and Wiwynn Corp., along with US-based Jabil Inc., are preparing revised bids, aiming to finalize the sale by Q2 2025. This move reflects a broader trend of Taiwanese manufacturers expanding in the US amid tariff concerns and the rising demand for AI server production. The plants, employing around 1,500 skilled workers, are seen as key assets in the booming AI infrastructure market, which is driving premium valuations for specialized server manufacturing. AMD's decision to sell follows its recent acquisition of ZT Systems, emphasizing a shift towards focusing on high-margin chip design while avoiding competition with customers like Dell and HP.
Taiwan Semiconductor Manufacturing Co. (TSMC) has announced a significant $100 billion expansion of its operations in the United States to boost semiconductor production. This move, revealed by CEO C.C. Wei, aligns with a broader trend of Taiwanese companies increasing their investments in the US, including Foxconn's collaboration with Apple on an AI server assembly site in Texas. Other firms like Wiwynn Corp., Quanta Computer Inc., and Compal Electronics Inc. are also making substantial investments in US facilities.
In 3Q 2024, telco network infrastructure vendor revenues reached $49.6B, with Huawei, Ericsson, and Nokia leading the market, accounting for 37.5% of total revenues. Despite a slight quarterly increase, the annualized market saw a 5.6% decline, primarily due to reduced capex forecasts. Tejas Networks and Broadcom reported significant year-over-year growth, driven by strategic developments in India and acquisitions.
Wiwynn Corporation
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amd seeks bidders for ai server plants valued at up to four billion
08:10 15.04.2025
TSMC announces 100 billion dollar investment for US semiconductor expansion
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Apple Inc.
Compal Electronics Inc
Wiwynn Corporation
Quanta Computer Inc.
Tesmec S.p.A.
NVIDIA Corporation
TWN
USA
C. C. Wei
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03:25 20.03.2025
telecom vendor analysis reveals growth trends for huawei ericsson and nokia
Infinera Corp
Alcatel-Lucent e.U.
Tech Mahindra Limited
Sumitomo Electric Industries, Ltd.
Palo Alto Networks, Inc.
LENOVO GROUP
Commvault Systems, Inc.
HCL Technologies FUT, February
Infosys Ltd
Ubiquiti Inc.
Fujitsu Limited
Dell Technologies Inc.
Spirent Communications plc
Wipro Ltd
Extreme Networks, Inc.
Comba Telecom Systems Holdings Ltd
SeaChange International, Inc.
AsiaInfo Technologies Ltd
Tata Consultancy Services Limited
Amdocs Ltd
Sterlite Technologies Limited
FIBERHOME TELCOM
ERICSSON - CLASS B
Comarch S.A.
Adtran Inc
ADVA Optical Networking SE
Ciena Corporation
Samsung Electronics Co., Ltd.
Italtel S.p.A.
HENGTONG OPTIC-ELECTRIC
NEC Corporation
Accenture plc
Alphabet Inc.
Nutanix, Inc.
Nokia Oyj
Microsoft Corporation
cyan AG
Technicolor SA
Nexans
Sopra Steria Group
Corning Inc
Huber+Suhner AG
Transmode AB
Calix, Inc.
Check Point Software Technologies Ltd.
Optiva Inc.
Dycom Industries, Inc.
Ceragon Networks Ltd.
Oracle AI USD
Allied Telesis Holdings K.K.
Mitsubishi Electric Corp
Dynatrace, Inc.
Pace plc
Fortinet, Inc.
Clearfield, Inc.
Exfo Inc.
F5 Networks, Inc.
Prysmian S.p.A.
Ribbon Communications Inc.
ZTE
Capgemini SE
Amphenol Corp
DATANG TELECOM
Fujikura Ltd.
Juniper Networks, Inc.
Citrix Systems Inc.
Brocade Communications Systems Inc.
RADCOM Ltd.
TE Connectivity plc
Casa Systems Inc.
Tejas Networks Limited
Kudelski SA
SUBEX LTD.
Ruckus Wireless LLC
Harmonic Inc.
Rakuten Group, Inc.
Aviat Networks, Inc.
Cisco Systems, Inc.
Kyndryl Holdings, Inc.
MasTec, Inc.
Net Insight AB
Dragonwave Inc.
Radware Ltd.
Arista Networks Inc
Atos SE
Hitachi, Ltd.
Wiwynn Corporation
Furukawa Electric Co., Ltd.
Itochu Techno-Solutions Corporation
Amazon.com, Inc.
NetScout Systems, Inc.
Westell Technologies, Inc.
CommScope Holding Co Inc
SAP SE
Data Call Technologies, Inc.
CHN
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12:15 10.02.2025
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