No Data
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
Intel CEO's Plan May Focus on Design, Getting Nvidia, Broadcom as Foundry Customers: UBS
Trump's Tariff Moves: Market Stabilization Amid Uncertainty and the Road Ahead
Apple's iPhone 18 to Get Huge Boost With 2nm A20 Chip: TSMC's Yields Surge Past 70%, Analyst Says
US Morning News Call | Weaker Dollar May Boost US Stocks, Says Morgan Stanley
Taiwan Semiconductor is reportedly set to accept 2-nanometer chip Orders starting from April 1.
① Taiwan Semiconductor's 2-nanometer chip yield has reportedly reached 60% and will start accepting pre-orders on April 1; ② Taiwan Semiconductor's Kaohsiung and Hsinchu factories are working hard to ramp up the production of 2-nanometer chips, with the capacity expected to reach 0.08 million pieces, and Apple seems to be the first customer to use the 2nm chips; ③ Taiwan Semiconductor will also attract Other customers by reducing costs, and the Cybershuttle program will be launched in April to reduce client expenses.