J P M O R G A N Asia Pacific Equity Research 08 August 2025 Servers 10 key takeaways from APAC's OCP Summit We attended APAC's OCP (Open Compute Project) Summit in Taipei on Aug 5-6. There was an opening keynote, four parallel breakout sessions, and a product exhibition with 36 companies participating. The key topics were centered around four key pain points of AI server development – 1) power consumption increase (high-voltage power supply); 2) thermal management (liquid cooling); 3) networking (scale up a ...

28 July 2025 | 6:49PM HKT Taiwan ODM/Brands: 3-month Preview: Apple supply chain in new product cycle; AI servers in model transition; PC high base We preview 3-month revenues for 10 companies in the AI servers / PCs supply chain, and update our estimates and TPs for Quanta, Wiwynn, Wistron, Gigabyte, ASUS, Inventec, Pegatron and Compal within. As highlighted in our June revenues review, we are positive on: (1) Apple's supply chain on the back of upcoming new models ramp up with two consecutive years of for ...