Recent #AI Server news in the semiconductor industry

3 months ago

➀ The ASRock Rack 4U8G-TURIN2 presents a new approach to the classic AI server design, utilizing AMD EPYC CPUs and featuring unique server engineering aspects.

➁ The server is equipped with 2.5" drive bays, NVMe SSDs, and offers flexibility with its various connectivity options and expansion slots.

➂ The review highlights the server's design focus on PCIe expansion cards, power supplies, and rear I/O connectivity, emphasizing its capabilities for high-end card support and redundancy.

AI ServerAMDASRock RackNVIDIA
3 months ago

AMD is in talks to sell its AI server assembly plants for up to $4 billion, with potential buyers including Taiwan-based companies. The facilities were acquired from ZT Systems, a leading AI server supplier, and the sale is expected to be a significant transaction in the AI server industry.

The US locations of these plants could provide advantages in avoiding tariffs and import restrictions, making them attractive to potential buyers.

AMD's decision to sell the plants is part of its strategy to focus on design expertise and compete with companies like Nvidia in the AI server market.

AI ServerAMDManufacturingTechnology Industrysemiconductor
3 months ago

➀ Nvidia has removed supercapacitor shelves from its GB300 NVL72 design due to technical and mass-production challenges.

➁ The decision may influence CSPs' future adoption of supercapacitors.

➂ Nvidia is exploring alternative energy storage capacitors for power shelves.

➃ Musashi's goal to reach 6.5 million units annually by 2026 is being monitored.

AI ServerNVIDIASupercapacitors
6 months ago
➀ TrendForce's latest report indicates a record high for the global top 10 foundry revenue in 3Q24; ➁ Despite the overall economic situation not improving significantly, new smartphone and PC/notebook launches, along with strong demand for AI server-related HPC, contributed to the revenue growth; ➂ The report highlights the impact of advanced processes and Chinese policies on the global market.
AI ServerGlobal MarketHPCNotebookPCRevenueSupply ChainTrendForcefoundrysemiconductorsmartphone
6 months ago
1. Dell maintains a 'Strong Buy' rating with a one-year target price of $210 per share due to robust AI server growth; 2. Dell reports 9.5% revenue growth and 14% adjusted EPS growth, driven by high AI server orders and strong enterprise customer traction; 3. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.
AI ServerEnterprise Marketrevenue growth
7 months ago

➀ TSMC reports a strong demand for 2nm nodes over 3nm, with A16 attracting AI server clients.

➁ TSMC's 3nm shipments accounted for 20% of total wafer revenue in Q3 2024.

➃ TSMC's 2nm is expected to enter volume production in 2025.

➄ TSMC plans to expand its 2nm capacity to meet strong demand.

➅ TSMC's A16 process is highly attractive for AI server applications.

2nm3nmA16AI ServerHigh-Performance ComputingTSMC
8 months ago
➀ The latest Intel Xeon 6 Performance Core Processor (P-core series) has been released, doubling AI performance; ➁ The new processor uses decoupled modular design, allowing flexible core expansion and enhanced memory and I/O; ➂ The Xeon 6900P series has up to 128 performance cores and 504MB of L3 cache, suitable for data-intensive applications; ➃ The processor supports DDR5 memory and MRDIMM memory, offering significant performance improvements for scientific computing and AI scenarios; ➄ Intel AMX supports FP16 data types, providing significant performance improvements for AI inference and training.
AI ServerCPU PerformanceIntel Xeon