Recent #server news in the semiconductor industry

2 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
2 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
3 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
3 months ago

➀ The ASRock Rack TURIN2D16-2T is designed to handle high-end server processors with dual AMD EPYC 9005 CPUs and sixteen DDR5 slots.

➁ It features an EEB form factor, providing ample space for the large SP5 CPU sockets and PCIe connectivity.

➂ Despite its size, it offers five PCIe x16 slots, with support for Gen4 and Gen5, and also CXL 2.0, making it a powerful server platform.

AMDASRock RackEPYCMotherboardPCIecpuddr5server
3 months ago

➀ MikroTik has introduced a new device, the RDS2216, which combines a U.2 NAS, a 100GbE, 25GbE, and 10GbE switch, and a lightweight Arm server into a single 1U machine.

➁ The device features 20x U.2 NVMe drives and a variety of networking options including 100GbE, 25GbE, and 10GbE ports.

➂ It is powered by a Marvell 98DX4310 chip and an Annapurna Labs (part of Amazon) 16-core Arm CPU.

ArmMarvellNetworkingserverstorage
3 months ago

➀ Intel has launched the Xeon 6300 series for entry-level servers, with up to 8 cores and performance claims up to 1.3x that of the Xeon E-2400 series.

➁ The new processors support DDR5-4800 ECC memory and have a turbo clock of 5.7GHz.

➂ Concerns are raised about Intel's focus on the entry-level Xeon space, with AMD's 16-core Zen 4 EPYC 4004 series offering a significant challenge.

Intel XeonServer CPUscpuserver
4 months ago

➀ This review focuses on the Lenovo ThinkSystem ST250 V2, a tower server from Lenovo that is part of the end of the DDR4 generation, using the Intel Xeon E-2300 series processors.

➁ The server is designed for SMB servers and offers various expansion options and connectivity features.

➂ The review details the server's external design, internal components, and its capabilities as a cost-effective solution for businesses.

IntelLenovoserver
4 months ago

➀ This review looks at the Kenuco SOHO Mini 10in rack, a 6U unit purchased for $129 on Amazon;

➁ The review details the design, features, and performance of the rack, including its size, locking mechanisms, side panels, and hardware included;

➂ The article also discusses some quality control issues found in the manufacturing, such as missing components and mismatched hardware.

PCgaminghardwarereviewserver
5 months ago
➀ SpacemiT introduces the VitalStone V100 with up to 64 RISC-V cores; ➁ The processor is based on OpenC910 project design and is made on a 12nm process technology; ➂ Each core achieves a SPEC CINT2006 integer score of 9, placing it on par with older processors like the Intel Xeon E5520 and AMD Opteron 6212 but with a higher core count.
CPUsChinaRISC-Vprocessorservertechnology
5 months ago
➀ The article discusses the current state of server technology in 2025, including CPU core counts, networking speeds, SSD and HDD capacities, server memory, and AI-specific GPUs. It mentions the latest offerings from AMD, Intel, NVIDIA, Broadcom, and others. ➁ It highlights the trends in server technology, such as the increasing number of CPU cores, the rise of 400Gbps networking, and the growth in SSD capacities. ➂ The article also touches on the future of server technology, including the expected advancements in CPU performance, networking, and storage.
AIAMDBroadcomGPUHDDIntelKioxiaMarvellMicronNVIDIANetworkingSSDcpumemoryserver
6 months ago
➀ Compute Express Link (CXL) technology is expected to move from a niche to mainstream use in 2025; ➁ CXL's support for memory expansion is a significant driver, with various server and memory solutions now available; ➂ CXL 2.0 and future generations of PCIe/CXL will enable more advanced use cases like switching and dynamic memory allocation.
2nm3D IC3nmAIAI ChipAI PCAMDArmAsusCXLChipletCoolingDDR4DRAMDellEDAEMIBEUVGDDRGPUGaNHBMHPCInfineonIntelLaptopLinuxMicrochipNPUNVIDIAPCIePrivacyRaspberry PiSSDSoftwareSwitchTIXeonautomotivecpucybersecurityddr5iosmemorymonitorsemiconductorserver
6 months ago
➀ The ASRock Rack 6U8X-EGS2 H200 is a new NVIDIA HGX H200 8-GPU platform designed for AI training and inference. It features an Intel Xeon Scalable processor, 16 DDR5 DIMMs, and 12 drive bays with PCIe Gen5 and SATA options. The server also includes a custom motherboard design for PCIe switch and GPU connectivity. ➁ The review details the server's front and rear I/O, CPU, memory, and storage configurations. ➂ The ASRock Rack 6U8X-EGS2 H200 showcases ASRock's continued innovation in GPU compute platforms.
AIASRockASRock RackGPUIntel XeonNVIDIAPCIeserverstorage