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March 28, 2024 04:54 pm GMT
The report posits that involved parties have formed plans to seize opportunities within an evergrowing global demand for AI hardwarea 90% market dominance is clearly not enough for some very ambitious industry bossesalthough manufacturers will need to jump over several (rising) cost hurdles. Key components for AI servers are reported to be much higher than vanilla server partsDigiTimes believes that AI processor/accelerator chips are priced close to ten times higher than general purpose server CPUs. Similar price hikes have reportedly affected AI adjacent component supply chainsnotably cooling, power supplies and passive parts. Taiwanese manufacturers have spread operations around the world, but industry watchdogs (largely) believe that the best stuff gets produced on home groundglobal expansions are underway, perhaps inching closer to better balanced supply conditions.
Original Link: https://www.techpowerup.com/320973/taiwan-dominates-in-global-ai-server-supply-government-reportedly-estimates-90-share
Taiwan Dominates in Global AI Server Supply - Government Reportedly Estimates 90% Share
The Taiwanese Ministry of Economic Affairs (MOEA) managed to herd government representatives and leading Information and Communication Technology (ICT) industry figures together for an important meeting, according to DigiTimes Asia. The report suggests that the main topic of discussion focused on an anticipated growth of Taiwan's ICT industrycurrent market trends were analyzed, revealing that the nation absolutely dominates in the AI server segment. The MOEA has (allegedly) determined that Taiwan has shipped 90% of global AI server equipmentDigiTimes claims (based on insider info) that: "American brand vendors are expected to source their AI servers from Taiwanese partners." North American customers could be (presently) 100% reliant on supplies of Taiwanese-produced equipmenta scenario that potentially complicates ongoing international tensions.The report posits that involved parties have formed plans to seize opportunities within an evergrowing global demand for AI hardwarea 90% market dominance is clearly not enough for some very ambitious industry bossesalthough manufacturers will need to jump over several (rising) cost hurdles. Key components for AI servers are reported to be much higher than vanilla server partsDigiTimes believes that AI processor/accelerator chips are priced close to ten times higher than general purpose server CPUs. Similar price hikes have reportedly affected AI adjacent component supply chainsnotably cooling, power supplies and passive parts. Taiwanese manufacturers have spread operations around the world, but industry watchdogs (largely) believe that the best stuff gets produced on home groundglobal expansions are underway, perhaps inching closer to better balanced supply conditions.
Original Link: https://www.techpowerup.com/320973/taiwan-dominates-in-global-ai-server-supply-government-reportedly-estimates-90-share
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