Amazon AWS servers with the latest Trainium3 AI chips inside will enter mass production in July and ship in volume in the 3rd and 4th quarters this year, and 1st quarter next, media report (L6 in May, L11 in July), citing unnamed sources.
Trainium3 server suppliers include: Cooling: AVC, Microloops, Cooler MasterGuide Rail: King Slide, Nan JuenL6 assembly: AcctonL11 Assembly WiwynnASIC-based server shipments are expected to surge 64.2% this year over last, with AWS accounting for 20.4% of the market, while Google holds 46%.$Amazon(AMZN.US) $Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) #MediaTek #AlchipSource: Dan Nystedt
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