AI伺服器 出 貨 量:上修明後年AI伺服器出貨量法人點名16檔受惠股
上修明後年AI伺服器出貨量法人點名16檔受惠股
![2023年全球AI伺服器出貨量年增近4成](https://i0.wp.com/api.multiavatar.com/2023%E5%B9%B4%E5%85%A8%E7%90%83AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%87%BA%E8%B2%A8%E9%87%8F%E5%B9%B4%E5%A2%9E%E8%BF%914%E6%88%90.png?apikey=viVnb6N20jclO8)
2023年全球AI伺服器出貨量年增近4成
https://www.eettaiwan.com
AI伺服器及AI晶片需求同步看漲,TrendForce預估2023年AI伺服器(包含搭載GPU、FPGA、ASIC等)出貨量近120萬台,年增38.4%,佔整體伺服器出貨量近9%, ...
![2024伺服器出貨量可望成長? 法人:注意4大AI重點股](https://i0.wp.com/api.multiavatar.com/2024%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%87%BA%E8%B2%A8%E9%87%8F%E5%8F%AF%E6%9C%9B%E6%88%90%E9%95%B7%EF%BC%9F+%E6%B3%95%E4%BA%BA%EF%BC%9A%E6%B3%A8%E6%84%8F4%E5%A4%A7AI%E9%87%8D%E9%BB%9E%E8%82%A1.png?apikey=viVnb6N20jclO8)
2024伺服器出貨量可望成長? 法人:注意4大AI重點股
https://udn.com
據研究資料顯示,預估全球伺服器出貨量在2023年可能會衰退4.8%,不過2024年可望成長4.9%。法人建議,可關注AI相關四大重點股:廣達(2382)、緯 ...
![AI伺服器出貨升估年增近4成](https://i0.wp.com/api.multiavatar.com/AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%87%BA%E8%B2%A8%E5%8D%87%E4%BC%B0%E5%B9%B4%E5%A2%9E%E8%BF%914%E6%88%90-+%E7%94%A2%E6%A5%AD.png?apikey=viVnb6N20jclO8)
AI伺服器出貨升估年增近4成
https://www.ctee.com.tw
... 出今年全球AI伺服器營收規模將上看250億美元後,TrendForce發布最新預估數字,預計今年度全球AI伺服器出貨 ... AI伺服器,出貨量就將年增逾50%。 適逢 ...
![AI伺服器湧商機!7大代工廠布局總整理,誰訂單吃好吃滿?](https://i0.wp.com/api.multiavatar.com/AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E6%B9%A7%E5%95%86%E6%A9%9F%EF%BC%817%E5%A4%A7%E4%BB%A3%E5%B7%A5%E5%BB%A0%E5%B8%83%E5%B1%80%E7%B8%BD%E6%95%B4%E7%90%86%EF%BC%8C%E8%AA%B0%E8%A8%82%E5%96%AE%E5%90%83%E5%A5%BD%E5%90%83%E6%BB%BF%EF%BC%9F.png?apikey=viVnb6N20jclO8)
AI伺服器湧商機!7大代工廠布局總整理,誰訂單吃好吃滿?
https://www.gvm.com.tw
緯穎從去年開始有AI 伺服器相關專案出貨,目前手中新專案裡有50% 為AI 伺服器,新訂單從設計到量產,預計2023 年底到2024 年Q1 才會逐步顯現。此外,輝達 ...
![AI需求持續看漲,預估2023年全球AI伺服器出貨量年增近4成](https://i0.wp.com/api.multiavatar.com/AI%E9%9C%80%E6%B1%82%E6%8C%81%E7%BA%8C%E7%9C%8B%E6%BC%B2%EF%BC%8C%E9%A0%90%E4%BC%B02023%E5%B9%B4%E5%85%A8%E7%90%83AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%87%BA%E8%B2%A8%E9%87%8F%E5%B9%B4%E5%A2%9E%E8%BF%914%E6%88%90.png?apikey=viVnb6N20jclO8)
AI需求持續看漲,預估2023年全球AI伺服器出貨量年增近4成
https://www.trendforce.com.tw
AI伺服器及AI晶片需求同步看漲,TrendForce預估2023年AI伺服器(包含搭載GPU、FPGA、ASIC等)出貨量近120萬台,年增38.4%,占整體伺服器出貨量近9%, ...
![《熱門族群》AI伺服器紅緯穎、勤誠權證靚](https://i0.wp.com/api.multiavatar.com/%E3%80%8A%E7%86%B1%E9%96%80%E6%97%8F%E7%BE%A4%E3%80%8BAI%E4%BC%BA%E6%9C%8D%E5%99%A8%E7%B4%85%E7%B7%AF%E7%A9%8E%E3%80%81%E5%8B%A4%E8%AA%A0%E6%AC%8A%E8%AD%89%E9%9D%9A+-+%E5%A5%87%E6%91%A9%E8%82%A1%E5%B8%82.png?apikey=viVnb6N20jclO8)
《熱門族群》AI伺服器紅緯穎、勤誠權證靚
https://tw.stock.yahoo.com
![今年全球伺服器出貨量估年減5](https://i0.wp.com/api.multiavatar.com/%E4%BB%8A%E5%B9%B4%E5%85%A8%E7%90%83%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%87%BA%E8%B2%A8%E9%87%8F%E4%BC%B0%E5%B9%B4%E6%B8%9B5-6%25+%E6%98%8E%E5%B9%B4%E9%87%8D%E8%BF%94%E6%88%90%E9%95%B7+-+%E9%89%85%E4%BA%A8%E7%B6%B2.png?apikey=viVnb6N20jclO8)
今年全球伺服器出貨量估年減5
https://news.cnyes.com
... Server OEM 及雲端服務業者(CSP) 持續調整供應鏈庫存,加上AI 伺服器需求激增,壓縮伺服器新平台放量規模,預估今年伺服器主板及整機出貨量分別年減 6.
![文曄:AI伺服器出貨量增加](https://i0.wp.com/api.multiavatar.com/%E6%96%87%E6%9B%84%EF%BC%9AAI%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%87%BA%E8%B2%A8%E9%87%8F%E5%A2%9E%E5%8A%A0.png?apikey=viVnb6N20jclO8)
文曄:AI伺服器出貨量增加
https://tw.stock.yahoo.com
... 伺服器產品雲端服務供應商(CSP)需求下滑,人工智慧AI伺服器量需求十分強勁,第三季出貨量有六成成長空間,AI伺服器相關占全年總體營收比重估約12%。
![研調:今年全球AI伺服器出貨量估年增近四成](https://i0.wp.com/api.multiavatar.com/%E7%A0%94%E8%AA%BF%EF%BC%9A%E4%BB%8A%E5%B9%B4%E5%85%A8%E7%90%83AI%E4%BC%BA%E6%9C%8D%E5%99%A8%E5%87%BA%E8%B2%A8%E9%87%8F%E4%BC%B0%E5%B9%B4%E5%A2%9E%E8%BF%91%E5%9B%9B%E6%88%90.png?apikey=viVnb6N20jclO8)
研調:今年全球AI伺服器出貨量估年增近四成
https://www.moneydj.com
AI伺服器及AI晶片需求同步看漲,TrendForce預估今(2023)年AI伺服器(包含搭載GPU、FPGA、ASIC等)出貨量近120萬台、年增38.4%,占整體伺服器出貨量近9%,至 ...