Recent #server news in the semiconductor industry

about 2 months ago

➀ ServeTheHome (STH) highlights its weekly newsletter summarizing key articles and industry trends for IT professionals, prioritizing reader convenience;

➁ Introduces a paid Axautik Group Substack for in-depth analysis and market insights, targeting enterprise subscribers;

➂ The newsletter format includes weekly recaps, top stories, and upcoming content previews, avoiding intrusive promotion methods.

HPCSoftwareserver
3 months ago

➀ QCT unveiled the QuantaEdge EGX88D-1U 1U server powered by Intel Xeon 6 SoC (Xeon D), offering up to 24x25GbE ports for high-density networking;

➁ The server supports future Xeon 6 SoC CPUs up to 325W with 8-channel memory and includes specialized components like an OCXO oscillator and GNSS receiver for timing precision;

➂ Designed for hyperscalers and telcos, it highlights Intel's focus on integrating accelerators for Open RAN and edge applications.

HPCcpuserver
3 months ago

➀ HPE showcased an OCP DC-MHS demo at HPE Discover 2025, highlighting a modular server design to reduce costs through standardized I/O and layouts;

➁ The demo featured a single-socket Intel Xeon motherboard with OCP NIC 3.0 slots, DC-SCM modules for system control, and flexible storage/RAID configurations via MCIO connectivity;

➂ The modular approach emphasizes industry standardization, enabling adaptable server designs for diverse form factors (e.g., 1U/2U) and aligning with trends like NVIDIA MGX in AI hardware.

HPEserver
7 months ago

➀ This article provides a quick look at a generic 48GB DDR5-5600 ECC UDIMM kit from Mem-Store on eBay. The kit was purchased for its affordability and was tested in 96GB and 192GB configurations.

➁ The modules were found to work well in various server and workstation configurations, despite the generic nature of the components.

➂ The author discusses the pros and cons of using such affordable memory modules, highlighting the potential for cost savings but also the risk of reliability issues.

ddr5memoryserver
7 months ago

➀ NVIDIA has made a significant change to its HGX B300 platform, renaming it to HGX B300 NVL16 to reflect the number of compute dies connected via NVLink.

➁ The platform now includes up to 2.3TB of HBM3e memory and features sixteen dual Blackwell GPU package modules.

➂ The new design integrates the NVIDIA ConnectX-8 NICs, which use the built-in PCIe switch to provide previously required functionality, potentially impacting networking choices for users of the HGX B300 and GB200/GB300 platforms.

GPUNVIDIAserver
7 months ago

VMware has reintroduced a free version of ESXi 8.0U3e, allowing users to download and install it for evaluation purposes. This is not the full version, but it is available for download. The process to obtain the free version involves navigating through the Broadcom support portal and accepting terms and conditions.

For those seeking a simple virtualization host based on VMware ESXi, this free version offers a straightforward solution, although it lacks advanced features. This reintroduction of a free option in the VMware ecosystem comes after around 14 months without such an option, and some users may have already switched to alternative ecosystems.

Virtualizationserver
7 months ago

➀ The MikroTik RDS2216-02XG-4S+4XS-2XQ is a 1U system that combines a network switch, routing functions, NAS, and server functions into a single box.

➁ It features a Marvell switch with 10GbE, 100GbE, and 25GbE capabilities, along with an Annapurna Labs Arm CPU for server and NAS operations.

➂ The system includes space for 22 SSDs, with 20x front-accessible NVMe SSDs and 2x internal SATA M.2 SSDs, but has limitations in drive bay size and PCIe connectivity.

ArmMarvellNASNetworkingSwitchserverstorage
7 months ago

At NVIDIA GTC 2025, we got to tour Pegatron's booth, where we saw the Pegatron NVIDIA GB300 NVL72 rack and other GPU systems. The GB300 NVL72 racks are liquid cooled with a busbar for power in the rear. The sleds have four Blackwell modules along with two NVIDIA Grace CPUs and are liquid cooled.

The article also mentions that Pegatron is integrating Delta power supply shelves into their racks and that the NVIDIA GB300 NVL72 is neat, with several other GPU systems on display.

AIData centerGPUNVIDIAserver
7 months ago

➀ Rohm has developed three n-channel power mosfets in 5 x 6mm DFN packaging.

➁ The RS7E200BG is optimized for secondary-side ac-dc conversion and hot-swap controllers in 12V enterprise server power supplies.

➂ The DFN5060-8S package increases the internal die size area by approximately 65% compared to the conventional 5 x 6mm HSOP8 package.

MOSFETROHMserver
7 months ago

➀ ROHM introduces a new series of N-channel power MOSFETs offering leading ultra-low ON-resistance and wide Safe Operating Area (SOA) capability for high-performance enterprise and AI servers.

➁ These MOSFETs are designed for power supplies in servers running 24/7, focusing on minimizing conduction losses in power conversion circuits, especially in AC-DC stages.

➂ Key features include a new DFN5060-8S package with a die size 65% larger than conventional HSOP8 packages, enabling superior performance in compact designs.

ROHMefficiencysemiconductorserver
7 months ago

At NVIDIA GTC 2025, the NVIDIA GB300 NVLink Switch tray was showcased. This liquid-cooled switch tray is designed to fit in the NVL72 racks, with features like liquid-cooling nozzles, busbar power, and connectors for NVLink cable cartridges. The design includes liquid-cooled NVLink switch chips and metal tubes for liquid cooling, differentiating it from typical liquid-cooled servers.

NVIDIASwitchserver
7 months ago

➀ The Deepseek-R1 671B model has captured industry attention for its advanced reasoning capabilities;

➁ The challenge of running this model is its high memory requirements, which can be addressed through quantization;

➂ This article discusses a solution to run the model on an AMD Volcano platform with virtualized workloads, showcasing the use of Docker and Open WebUI for deployment.

AIAMDVirtualizationserver
7 months ago

➀ This letter discusses the changes in the server industry, particularly the rise of AI servers and Intel's pullback;

➁ The challenges faced in reviewing high-end systems, including customs delays and logistical issues;

➂ The team expansion at STH, including new hires and the transition of roles;

➃ The growth of the STH YouTube channel and plans for a one million subscriber audience;

➄ The launch of the Axautik Group and its focus on financial community content;

➅ The updates on the STH Labs shorts channel and the importance of newsletter and YouTube subscriptions.

AMDHPCIntelYoutubecpuserver
7 months ago
1. Historical accounting issues and OEM competition are present, but AI tailwinds, mid-range server adoption, and cost optimization support a Moderate Buy stance with a $50-$60 target; 2. Vertically integrated manufacturing, customizable GPUs, and global expansion signal robust top-line prospects, but uncertain supplier ties and potential share commoditization are concerns; 3. Despite not ranking top among AI plays, moderate margins, scaling operations, and ongoing HPC adoption imply a 25-37% upside, assuming stable EPS growth and limited accounting risks.
AIservertechnology
8 months ago

➀ The ASUS ESC8000A-E13P is an 8-GPU AI server designed with two AMD EPYC 9004/9005 processors and support for high-speed networking.

➁ The server features an NVIDIA MGX design and can accommodate 8x PCIe GPUs, providing 384GB of VRAM and 384 CPU cores.

➂ The review covers the external hardware overview, including the front and rear of the system, and details on the storage, cooling, and expansion options.

AMDAsusEPYCGPUNVIDIAserver