AI server cooling fans use more electricity than conventional fans and have higher average selling prices, enabling new growth opportunities for cooling fan suppliers, according to Sunon.
NAND flash memory prices are unlikely to stabilize until after the third quarter of 2023, according to Wallace Kou, president and CEO of flash device controller specialist Silicon Motion.
Inspur and other Chinese server companies have raised their AI server prices to reflect the limited availability of Nvidia s GPUs, according to media reports from China.
Nvidia has seen a ramp-up in orders for its A100 and H100 AI GPUs, as a result of the generative AI boom, which has led to an increase in wafer starts at TSMC, according to market sources.
Lite-On Technology is gearing up for demand surge of AI servers with a new US plant dedicated power management systems for data centers and electric vehicle (EV) charging stations set to open in 2024.