Foxconn Chairman Young Liu (World’s leading AI server manufacturer) from 4th quarter (Q4) conference (3/16)
-AI rack shipments in the Q1 will see strong double-digit growth over Q4 (QoQ).-2026 AI rack shipments will double, with gains each quarter-Holds 40% market share in AI servers both GPU and ASIC, aims to expand share-Overall industry ratio for GPU vs ASIC server is 80:20-Prior goal of 1,000 AI racks per week progressing. Hitting 2,000/week in 2026 no problem.-Sees little memory impact on high end smartphones this year, demand unchanged and visibility improvingSource: 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.
Post your comment
No Comments