14 August 2024 | 1:10AM HKT Taiwan ODM: Al server timeframe re-calibrating adds uncertainties in 2H24; general servers and PCs in recovery; 2024 / July review We spoke with the Taiwan ODM and Al servers supply chain post 2Q24 results and, overall, the supply chain turns more conservative on AI servers business in 2H24 considering the AI server model revisions, which could prolong the time of launch and add uncertainty to clients' reaction (whether to add orders on existing models or wait for the new models) ...