AI Server

총 13개의 뉴스 인텔리전스

Arm Architecture Ascendancy: Projecting 6 Million Server CPU Shipments in 2026 Fueled by Agentic AI Demand

Arm Architecture Ascendancy: Projecting 6 Million Server CPU Shipments in 2026 Fueled by Agentic AI Demand

AI Server Boom Redraws Global Export Map as South Korea Fears Manufacturing Hollow-out

AI Server Boom Redraws Global Export Map as South Korea Fears Manufacturing Hollow-out

Nvidia GB300 Dominates AI Server Market as Vera Rubin Transition Approaches

Nvidia GB300 Dominates AI Server Market as Vera Rubin Transition Approaches

Quanta Computer’s High-Revenue, Low-Margin Paradox: Technical Analysis of GPU Server Ramp-up and ODM Value-Add Erosion

Quanta Computer’s High-Revenue, Low-Margin Paradox: Technical Analysis of GPU Server Ramp-up and ODM Value-Add Erosion

Foxconn Sees AI Server Shipments Doubling in 2026 with Strategic Shift to Consignment Model

Foxconn Sees AI Server Shipments Doubling in 2026 with Strategic Shift to Consignment Model

Foxconn Reports 63% Profit Surge Driven by Strong AI Server Demand

Foxconn Reports 63% Profit Surge Driven by Strong AI Server Demand

Margin Squeeze: The Hidden Cost of the AI Server Revenue Surge for ODMs

Margin Squeeze: The Hidden Cost of the AI Server Revenue Surge for ODMs

Bridging the Back-end Gap: South Korea’s Struggle in the AI Server Packaging Market

Bridging the Back-end Gap: South Korea’s Struggle in the AI Server Packaging Market

2026 ASIC Sector Divergence: GUC Surges on AI Momentum While Faraday and Alchip Navigate Transition Hurdles

2026 ASIC Sector Divergence: GUC Surges on AI Momentum While Faraday and Alchip Navigate Transition Hurdles

Chenbro’s Strategic Evolution: Mastering AI Thermal Management through Liquid Cooling CDUs and Rack Integration

Chenbro’s Strategic Evolution: Mastering AI Thermal Management through Liquid Cooling CDUs and Rack Integration

Supply Chain Vulnerability: OpenAI’s Infrastructure Scrutiny Rattles Taiwanese EMS Giants

Supply Chain Vulnerability: OpenAI’s Infrastructure Scrutiny Rattles Taiwanese EMS Giants

AI Server Infrastructure Demand Locks Global Memory Capacity Through 2027: A Structural Shift Toward Long-Term Agreements

AI Server Infrastructure Demand Locks Global Memory Capacity Through 2027: A Structural Shift Toward Long-Term Agreements

Rambus Unveils SOCAMM2: Revolutionizing AI Server Efficiency with LPDDR5X Integration

Rambus Unveils SOCAMM2: Revolutionizing AI Server Efficiency with LPDDR5X Integration