研调机构集邦科技(TrendForce)昨(2)日示警,由于大陆市场受地缘政治与美国出口禁令双重冲击,导致AI服务器出货动能略减,因而微幅下修今年全球AI服务器出货量至年增24.3%,支撑成长的动能主要来自北美云端服务供应商(CSP)与OEM客户需求。AI服务器主力供应商包括鸿海(2317)、广达、纬颖、纬创与英业达等,仍持续看好今年AI服务器强劲需求。集邦指出,北美大型CSP仍是AI服务器...
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