General servers seeing order increase: We previously expected a more front-loaded general servers demand in 1H25 but now we have been seeing order increases from the US CSPs into 3Q25e. According to a recent statement made by a few Taiwan server ODMs and component suppliers, we are seeing a potential upside for 2H25's general servers' demand, driven by AWS and Microsoft. Meta hasn't seen upward revision for 2H25 but we expect potential order increases supported by a more backend loaded capex outlook (exhibi ...