Highlights of the day: White-box server demand rising quick
DIGITIMES workers
Demand for white-box servers from datacenter operators has been rising quick, with Taiwanese ODM’s shipments already accounting for multiple third of the world’s complete server shipments in 2020, in line with Digitimes Research’s newest Server Tracker quarterly report. Earlier this yr, foundry home VIS set its 2021 capex price range at NT$5 billion, a pointy improve from final yea’s degree. Now it has raised the capex price range additional to NT$Eight billion to fund its capability enlargement. With persistently robust demand for ICs, silicon wafer provider GloabalWafers expects gross sales momentum to stay strong by 2023.
White-box ODMs see growing penetration in world server shipments: White-box server ODMs corresponding to Quanta Computer and Wiwynn noticed their shipments to datacenter operators account for greater than 38% of the worldwide complete server shipments in 2020, up 8pp from that in 2017, and the proportion is anticipated to rise additional to 46% within the first half of 2021, in line with Digitimes Research’s newest figures from the Server Tracker.
VIS raises capex outlook for 2021: Vanguard International Semiconductor (VIS) has raised its capex price range for 2021 by 70% to NT$8.5 billion (US$303.Eight million), with plans to buy extra fab gear supporting its long-term enlargement tasks.
GlobalWafers expects silicon wafer demand to remain strong by 2023: Taiwan-based GlobalWafers has reported sequential growths in first-quarter shipments for silicon wafers of all sizes, and expects gross sales momentum to remain robust by 2023.
