Will ZT, Supermicro lose AI server orders? Experts say order transfer not easy
[Digitimes] - 11/12/2024
Recent negative media coverage of US AI server companies ZT and Supermicro, both Nvidia clients, has raised supply chain concerns. Sources suggest that transferring AI server orders is a complex process that cannot be done overnight.
In Taiwanese newspapers
Donovan’s Deep Dives: The megatrend backdrops to current geopolitical turmoil
[Taipei Times] - 23/11/2024