Second Quarter Strong Growth of Servers | The First Wave of IC Design Benefits

Benefited from cloud computing and cloud storage applications, and driven by Intel's Purley platform, the growth momentum of the server in the second quarter was strong. The growth rate was astonishingly high, especially in the Chinese market, which was as high as 20%, which drove the server-related chip supply chain of the Taiwanese manufacturer. New Tang, Xiang Shuo, spectrum Rui - KY season 2 operations look pretty.

In recent years, cloud computing and cloud storage have been favored. The server industry has benefited from the popularization of intelligent terminal devices. On the other hand, it has come from the impact of cloud computing on enterprise servers, which in turn has driven network service demand and has become a server market. Key of growth kinetic energy.

The research organization estimates that the total capital expenditure of major data center operators will increase by 25% to 30% annually in 2018, of which the capital expenditure plan for Facebook will be the most active. The scale will be doubled from last year to 14 billion to 15 billion US dollars in 2018. The volume of expansion and specifications updates are catching up. The Chinese server market grew by as much as 20% in the second quarter, driving the related supply chain operations in the second quarter.

The rapid growth of Chinese servers, Jiahui Taiwan's server chip supplier business operations, which trust the remote server control chip in the white card market share of more than 80%, in addition to HP, Dell, Google and Huawei is not trust customers In addition, almost all other customers of the company, China's server access customers Shuguang, Inspur, Lenovo are one of the trust customers, Baidu server strong pull cargo tide, Xinyi priority to benefit.

Nuvoton is a good partner for remote server control chips and Intel, an exclusive supplier for Dell servers, and a global data center to build demand for the second quarter of the operating performance of the new Wang Tang. High-speed transmission chip plant spectrum Swiss PCIe signal repeater won the United States Adopted by customers, this year is expected to increase in volume every month. Xiang Shuo has developed peripheral chips for multi-time servers, among which PCIe related technologies have been completed. This year, it is also expected to benefit from the huge business opportunities of the server.

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