Subject


AI server


2024-04-26

[News] Qualcomm Rumored to Venture into Arm-based Server Processors Again, Adopting TSMC’s 5nm Process

Following the recent launch of the Arm-based PC platform processor Snapdragon X Elite, which received high market acclaim, Qualcomm is reportedly doubling down by venturing into server processors. This expansion is expected to further intensify the competition amid traditional server processor giant...

2024-04-10

[News] Dell Taiwan Highlights Significant Improvement in GPU Supply Times

The GPU shortage issue has reportedly been alleviated. Per a report from Economic Daily News, it has led to a significant improvement in delivery times for major server brands like Dell. Delivery times have decreased from 40 weeks at the end of last year to a normal cycle of 8-12 weeks now, and som...

2023-12-31

[Tech Recap and Glimpse 5-5] Changes in the Landscape of the AI Chip Market After a Year of NVIDIA’s Dominance

Major Cloud Service Providers (CSPs) continue to see an increase in demand for AI servers over the next two years. The latest projections of TrendForce indicate a global shipment of approximately 1.18 million AI servers in 2023, with a year-on-year growth of 34.5%. The trend is expected to persist i...

2023-11-09

[News] AI Server Makers Wistron and Wiwynn Stay Hot in Q4, Fueled by AI Shipment Surges

Wistron experienced a slowdown in shipments for product lines like PCs and displays in October, following the prior demand surge. However, their GPU-related AI server products continue to maintain their growth trajectory. Simultaneously, Wiwynn, a subsidiary of Wistron, witnessed a remarkable 20% mo...

2023-11-03

TrendForce Foresees China’s Mature Wafer Processes to Expand to 33% by 2027, Japan Secures Advanced Processes

The research institution TrendForce held its AnnualForecast 2024 Seminar on November 3, where they delved into discussions about global wafer foundry trends, the applications of AI, the dynamics of AI servers, and the demand for High Bandwidth Memory (HBM). Joanne Chiao, analyst from TrendForce, ...

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