Sources
Dan NystedtAI server shipments will top 1.81 million units this year, while high-end AI servers with HBM memory onboard will surpass 1 million, up 40% over 2024, media report, citing Digitimes Research. Google is expected to be the biggest buyer of high-end AI servers, while Microsoft will
Ray Wang"Industry sources report that demand for NVIDIA’s GB200 “Blackwell” AI chip, which uses SK Hynix’s fifth‑generation 8‑high HBM3E, jumped dramatically in May. Morgan Stanley estimates May shipments at 2,000 – 2,500 systems—about 2.5× April’s 1,000 – 1,150 units—and expects https://t.co/tagxsYtXUE
Ray WangMorgan Stanley, JP Morgan, Goldman Sachs, and KGI's Comment on TSMC‘s outlook. $TSM TSMC has released its May revenue figures. Despite the headwinds from a stronger New Taiwan Dollar, sales slipped 8.3 % month‑on‑month but still jumped 39.6 % year‑on‑year to NT$320.5
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