AsiaServer,PC,andSmartphoneGlobalMarketsResearch28May2024EQUITY:TECHNOLOGYResearchAnalystsStrongerAIserver,likelyfuelingAIdeviceslaterAsiaTechnologyAnneLee,CFA-NITBFasterAIdevelopmentcouldbenefitedgedevicesfromlate-2024Fto2025Fanne.lee@nomura.com+886221769966RaiseAIserverforecastsfor2024-25FinlightofstrongercloudcapexandmoreDonnieTeng-NIHKefficientnext-genplatformsdonnie.teng@nomura.comWeraiseourglobalserverrevenuegrowthestimatesto70%/34%y-yin2024F/25F(+85222521439Fig.1)(vsourpreviousestimatesof11%/37%y-yin2023F/24F),givenincreasedGillianYen-NITBsupplyofAIGPU/TPU(TensorProcessingUnit)/ASIC(Application-specificIC),globalgillian.yen@nomura.comCSPs’(cloudse...
发表评论取消回复