As indicated by the survey of global market intelligence firm TrendForce, AI servers have become the focus of deployment for CSPs since last year...
US Department of Commerce announced on April 15th that Samsung’s US fab has been awarded with a direct funding of US$6.4 billion, which accounts for approximately 14.2% of the particular project...
This issue of Server Bulletin provides an update on recent dynamics from server ODMs, CPUs, and GPUs. Continuing from previous interpretations, there have been no further adjustments on server L10 and...
Continuing from the previous report on the enterprise SSD market released in March, TrendForce’s latest research indicates that energy efficiency has become a top priority in the development of server...
TSMC generated US$18.86 billion (calculation based on US$1=NT$31.4458) of revenue in 1Q24 at an approximate QoQ drop of 4.1%, which coincided with the upper end of the...
This week’s Bulletin provides an update on the respective markets of CSPs and enterprise OEMs, and renews the annual outlook on server demand...
Global AI chip shipments for 2024 are projected to total nearly 9.4 million units, marking a YoY increase of 61%. The growth is attributed to shipments that were previously deferred in 2023 due to tig...
Samsung’s new fab (Line S6) in Taylor has planned for a total capacity of roughly 70-80Kwspm, with phase 1 currently focused on 4nm at a planned capacity of around 30Kwspm...
