CSC's monthly tracker shows Taiwan AIDC supply chain revenue for September grew strongly year-over-year but was mixed sequentially, with server ODM and liquid cooling outperforming power supply. The broker notes recent share price weakness tied to OpenAI's annualized revenue miss and highlights the upcoming OCP conference as a potential catalyst.
CSC remains constructive on Taiwan AIDC supply chain but warns of Q4 headwinds from Nvidia GB transition and power supply constraints.
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