Amazon AWS has raised its ASIC server shipment forecast 20%-30% for the 3rd quarter, versus its original plans, media report, signaling optimism for its Trainium3 chips, media report, citing unnamed supply chain sources, who are looking to see if AWS accelerates the launch of Trainium4 due to the strong momentum. Trainium3-based server motherboards and other components began shipping in May, with Rack-level mass production set for July. $Amazon(AMZN.US) $Taiwan Semiconductor(TSM.US) #Wiwynn #AIserver #semiconductors #Trainium3
Source: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
