Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain from ODMs to component suppliers.
Sources
- T2Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp upDigiTimes (headlines)