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High-Tech PCB Manufacturers Poised to Gain from Remarkable Increase in AI Server PCB Revenue
Looking at the impact of AI server development on the PCB industry, mainstream AI servers, compared to general servers, incorporate 4 to 8 GPUs. Due to the need for high-frequency and high-speed data transmission, the number of PCB layers increases, and there's an upgrade in the adoption of CCL grad...
In-Depth Analyses
AI Servers: The Savior of the Supply Chain, Examining Key Industries
NVIDIA's robust financial report reveals the true impact of AI on the technology industry, particularly in the AI server supply chain. ......
In-Depth Analyses
Can MediaTek and NVIDIA Collaborate on Smartphone Chips?
Recently, there has been news of collaboration between NVIDIA and MediaTek. Speculation suggests that the future collaboration may extend to smartphone SoCs, allowing MediaTek to enhance the graphical computing and AI performance of Dimensity smartphone SoCs through NVIDIA's GPU technology licensing...
In-Depth Analyses
Server Specification Upgrade: A Bountiful Blue Ocean for ABF Substrates
ChatGPT's debut has sparked a thrilling spec upgrade in the server market, which has breathed new life into the supply chain and unlocked unparalleled business opportunities. Amidst all this, the big winners look set to be the suppliers of ABF (Ajinomoto Build-up Film) substrates, who are poised to ...
Insights
Scale of Global Market for ABF Substrates Will Grow at a CAGR of 16.4% in 2022~2026 Period; US Export Restrictions Will Influence Supply-Demand Dynamics of This Material
Shipments of CPUs, GPUs, and chipsets have been falling due to the weakening demand for PCs, gaming devices, and cryptocurrency mining machines. This recent development has also constrained the growth of the market for ABF substrates. Currently, the demand situation for this material is exhibiting s...
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