今日圖片： AI SERVER 供應鏈
AI server supply chain:
Fabless / Internet/ System Company – NVIDIA, AMD, Google, Amazon, Meta
ASIC Design Service Company – Broadcom, Alchip, Marvell, GUC, MediaTek
Foundry (Front-End manufac.) – TSMC
Equipment Supplier – BE Semi, Shibaura, DISCO, Scientech, Chroma ATE
Foundry/OSAT (Adv Packaging) – TSMC, Amkor, ASE
Memory Supplier – SK hynix, Samsung, Micron
Substrate Supplier – Ibiden, Unimicron
OSAT (Final Test) – KYEC
Base Board – Wistron (primary), FII
Mother Board – Quanta, Inventec, Supermicro, FII
PCB – Unimicron, GCE, WUS
High-speed Networking – NVIDIA
AC/DC, DC/DC Power Supply – Delta Electronics, LITE-ON
Cooling Solution – Delta Electronics, AVC
Server – Quanta, GIGABYTE, Supermicro, Wistron, FII
Rack – Quanta, ZT system, Wiwynn, FII, Supermicro