Analyst Location
Taiwan
Coverage
- Semiconductor
- High-performance computing
- Servers
- Storage
- Enterprise network infrastructure
- Big data infrastructure
- Security products
Regions
Leon Kao
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As cloud service providers look to build more differentiation in their offerings, investments in custom silicon are increasing. Microsoft has joined this trend by announcing its own CPU and GPU designs, intended to provide Azure customers w...
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This IDC Market Presentation provides an overview of the worldwide total and ODM direct market for AI systems through 2Q24, as well as the latest update on AI system development and vendor performance.
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This IDC Market Analysis Perspective (MAP) summarizes key demand and supply trends driving compute and storage service provider infrastructure, particularly the ODM Direct infrastructure market. The MAP includes market forecast and vendor d...
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This IDC Market Presentation offers an overview of the worldwide ODM Direct infrastructure market trend in the viewpoint of final assembly in first half year of 2024.
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Largest 15 Cloud Service Provider Infrastructure Demand Presentation, 3Q24
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OCP Global Summit 2024 from data center infrastructure view
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Worldwide ODM Direct AI System Market Summary, 3Q24
More results for Planned Research