AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and server brands began finding that solutions from the number-2 maker growing superior to those of the long-time leader, according to Frank Kung, DIGITIMES Research analyst focusing primarily on the server industry, who anticipates that AMD's share will well stand above 20% in 2023, while Arm will get 8%.

Prices are one of the three major drivers that resulted in datacenter operators and server brands switching to AMD. Comparing server CPUs from AMD and Intel with similar numbers of cores, clockspeed, and hardware specifications, the price tags of most of the former's products are at least 30% cheaper than the latter's, and the differences could go as high as over 40%, Kung said.

Since 2022, DRAM suppliers have been adjusting their product mixes so as to assign more wafer input to server DRAM products while scaling back the wafer input for mobile DRAM products. This trend is driven by two reasons. First, the demand outlook is bright for the server DRAM segment. Second, the mobile DRAM segment was in significant oversupply during 2022. Moving into 2023, the projections on the growth of smartphone shipments and the increase in the average DRAM content of smartphones remain quite conservative. Therefore, DRAM suppliers intend to keep expanding the share of server DRAM in their product mixes. According to TrendForce's analysis on the distribution of the DRAM industry's total bit output for 2023, server DRAM is estimated to comprise around 37.6%, whereas mobile DRAM is estimated to comprise around 36.8%. Hence, server DRAM will formally surpass mobile DRAM in terms of the portion of the overall supply within this year.

Powerful coolers for large processors on Intel Socket LGA 4677! With the new Enterprise Solution Jet and Stream CPU coolers, Alphacool presents progressive solutions for CPU cooling in server and workstation systems.

The Alphacool ES Jet CPU Cooler is equipped with a new complex 4-nozzle technology. For the first time, it distributes water evenly over the cooler base via four nozzles incorporated into the cooler. Thereby, all cores of the high-performance processor are optimally supplied and thus effectively and precisely cooled. The organic water flow ensures a disturbance-free water flow and thus increases the cooling performance. This method makes it possible to optimally dissipate waste heat of up to 800 watts. The chrome-plated cooler base is made of copper and is ideally suited for server and workstation systems with its extremely high thermal conductivity.

Exascend, Inc., a leader in industrial-grade, enterprise-class and cinematography flash storage solutions, announces new ultra-high-capacity industrial- and enterprise-grade PCIe NVMe U.2 SSDs in 16 TB, or 15,360 GB capacity.

Performance and capacity that power cloud and edge servers
U.2 SSDs have some characteristics that give them an edge over M.2 SSDs, such as better thermal performance, high IOPs, low latency, low power consumption, and the ability to come out with higher capacities due to their 2.5-inch form factor - making U.2 ideal for enterprise data centers switching from traditional HDDs to high-performing SSDs.

Intel Corporation today reported fourth-quarter and full-year 2022 financial results. The company also announced that its board of directors has declared a quarterly dividend of $0.365 per share on the company's common stock, which will be payable on March 1, 2023, to shareholders of record as of February 7, 2023.

"Despite the economic and market headwinds, we continued to make good progress on our strategic transformation in Q4, including advancing our product roadmap and improving our operational structure and processes to drive efficiencies while delivering at the low-end of our guided range," said Pat Gelsinger, Intel CEO. "In 2023, we will continue to navigate the short-term challenges while striving to meet our long-term commitments, including delivering leadership products anchored on open and secure platforms, powered by at-scale manufacturing and supercharged by our incredible team."

Today, the Open Compute Project Foundation (OCP), the nonprofit organization bringing hyperscale innovations to all, and JEDEC Solid State Technology Association, the global leader in the development of standards for the microelectronics industry, announce a new collaboration to establish a framework for the transfer of technology captured in an OCP-approved specification to JEDEC for inclusion in one of its standards. This alliance brings together members from both the OCP and JEDEC communities to share efforts in developing and maintaining global standards needed to advance the electronics industry.

Under this new alliance, the current effort will be to provide a mechanism to standardize Chiplet part descriptions leveraging OCP Chiplet Data Extensible Markup Language (CDXML) specification to become part of JEDEC JEP30: Part Model Guidelines for use with today's EDA tools. With this updated JEDEC standard, expected to be published in 2023, Chiplet builders will be able to provide electronically a standardized Chiplet part description to their customers paving the way for automating System in Package (SiP) design and build using Chiplets. The description will include information needed by SiP builders such as Chiplet thermal properties, physical and mechanical requirements, behavior specifications, power and signal integrity properties, testing the Chiplet in package, and security parameters.

Dell Technologies expands the industry's top selling server portfolio, with an additional 13 next-generation Dell PowerEdge servers, designed to accelerate performance and reliability for powerful computing across core data centers, large-scale public clouds and edge locations. Next-generation rack, tower and multi-node PowerEdge servers, with 4th Gen Intel Xeon Scalable processors, include Dell software and engineering advancements, such as a new Smart Flow design, to improve energy and cost efficiency. Expanded Dell APEX capabilities will help organizations take an as-a-Service approach, allowing for more effective IT operations that make the most of compute resources while minimizing risk.

"Customers come to Dell for easily managed yet sophisticated and efficient servers with advanced capabilities to power their business-critical workloads," said Jeff Boudreau, president and general manager, Infrastructure Solutions Group, Dell Technologies. "Our next-generation Dell PowerEdge servers offer unmatched innovation that raises the bar in power efficiency, performance and reliability while simplifying how customers can implement a Zero Trust approach for greater security throughout their IT environments."

Giga Computing is an industry leader in high-performance servers and workstations, today announced the next-generation of GIGABYTE servers and server motherboards for the new 4th Gen Intel Xeon Scalable processor to achieve efficient performance gains with built-in accelerators. The new processors have the most built-in accelerators of any processor on the market to help maximize performance efficiency for emerging workloads; and do so while boosting virtualization and AI performance. Generational improvements make this platform ideal for AI, cloud computing, advanced analytics, HPC, networking, and storage applications. For these markets, Giga Computing has announced fourteen new series that constitute seventy-eight configurations for customers to choose from. And all these new GIGABYTE products support the full portfolio of 4th Gen Intel Xeon Scalable processors, including those with high bandwidth memory (HBM) in the Intel Xeon Max Series.

Phison Electronics Corp., a global leader in NAND flash controller and storage solutions, today is demonstrating the company's latest PCIe Gen5 innovation that is transcending system-level performance to new heights at CES in Las Vegas. Phison is demonstrating the E26 with Phison's proprietary I/O+ Technology to usher a new evolution of gaming experiences. For enterprise, Phison is previewing the company's latest Gen5 X Series SSD enterprise controllers, which can provide twice the performance per watt (in comparison to X1, the previous generation). Following the success of the world's first PCI-SIG Association certified PCIe 5.0 Redriver PS7101, Phison is also introducing the PS7201 Retimer with industry-proven IP. Phison's Retimer is designed to solve performance and data integrity issues in enterprise and automotive applications and further enhances the Gen5 ecosystem.

"Phison is ecstatic to be ringing in the new year by showcasing our product milestones for the industry, our partners and enterprise customers because we are committed and dedicated to engineering next generation technologies through ecosystem excellence," said Michael Wu, GM & President of Phison Technology Inc. (USA). "As a proven category leader, Phison's E26 with I/O+ Technology, latest Enterprise PCIe Gen5 X Series, signal enhancing Redriver and Retimer are product breakthroughs that are a testament to our engineering success."

TSMC today held a 3 nanometer (3 nm) Volume Production and Capacity Expansion Ceremony at its Fab 18 new construction site in the Southern Taiwan Science Park (STSP), bringing together suppliers, construction partners, central and local government, the Taiwan Semiconductor Industry Association, and members of academia to witness an important milestone in the Company's advanced manufacturing.

TSMC has laid a strong foundation for 3 nm technology and capacity expansion, with Fab 18 located in the STSP serving as the Company's GIGAFAB facility producing 5 nm and 3 nm process technology. Today, TSMC announced that 3 nm technology has successfully entered volume production with good yields, and held a topping ceremony for its Fab 18 Phase 8 facility. TSMC estimates that 3 nm technology will create end products with a market value of US$1.5 trillion within five years of volume production.

Supermicro, a Total IT Solution Provider for Cloud, AI/ML, Storage, and 5G/Edge, is announcing an expanded product line with exciting new ARM-based series of servers as part of the MegaDC family. Using Ampere Altra and Ampere Altra Max processors, the Mt. Hamilton platform leverages a single unified motherboard design, targeting cloud-native applications, such as Cloud Gaming, Video-on-Demand, CDN, IaaS, Database, Object-Storage, dense VDI, and Telco Edge (Distributed Unit and Centralized Unit) solutions. In addition, the new servers address several objectives for cloud-native workloads, specifically delivering high performance per watt while executing scalable workloads and those that require very low latency responses.

"Supermicro continues to bolster our product line by introducing ARM-based servers, using the Ampere Altra and Altra Max CPUs," said Ivan Tay, SVP of Product Management, Supermicro. "Expanding our already broad server product line gives customers even more choices for their specific workloads. We can quickly offer optimized application servers for customers worldwide using our Building Block Solutions approach."

TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers. Furthermore, ODMs for the most part have been able to sustain the momentum of data center build-out with the demand from ByteDance and the tenders issued by Chinese telecom companies. Nevertheless, the performance of the enterprise SSD market on the whole has been impacted by falling NAND Flash prices. For 3Q22, the NAND Flash industry's enterprise SSD revenue dropped by 28.7% QoQ to US$5.22 billion. Furthermore, all enterprise SSD suppliers recorded a negative performance for the period as well.

Regarding individual enterprise SSD suppliers' revenue figures for 3Q22, Samsung posted around US$2.12 billion. Its market share also shrank to 40.6% from 44.5% in 2Q22. Samsung's performance was mainly dragged down by the decline in its NAND Flash ASP. In the aspect of product development, SSDs featuring 128L NAND Flash and PCIe 4.0 will remain Samsung's main offerings for enterprise storage during 2023.

Phison Electronics Corp., a global leader in NAND flash controller and storage solutions, announced that its latest flagship enterprise PCIe 4.0 X1 SSD solution, which was developed in partnership with Seagate was awarded the 2023 Taiwan Excellence Award. "We are very pleased that Phison's enterprise PCIe 4.0 X1 SSD solution has received this honor," said K.S. Pua, CEO or Phison. "For Taiwanese products, the mark of Taiwan Excellence is associated with innovative values that are renowned in the international market for excellence and quality."

The Taiwan Excellence Awards were established by the Ministry of Economic Affairs of Taiwan in 1993. Every year, eligible candidates are subjected to a rigorous and stringent selection system that covers four major aspects of R&D, Design, Quality, and Marketing to identify outstanding products that offer "Innovative Value" while satisfying the key criterion of being "made in Taiwan." Products that have been selected for the Taiwan Excellence Awards will serve as domestic industry examples while being promoted by the government in the international market to shape the creative image for Taiwanese businesses.

Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%. Three factors are behind this revision. First, lead time has started to return to its usual length for most orders related to server components from 3Q23 onward. Seeing this, server OEMs and cloud service providers (CSPs) have also begun to correct the component mismatch issue by lowering demand for items that are in excess while maintaining a constant inventory level for items that are still in tight supply. This development, in turn, has reduced the flow of server orders going to ODMs. Second, the wave of demand that was generated earlier from the effects of the COVID-19 pandemic is dissipating. Hence, expansion activities have cooled off noticeably for services such as video streaming, e-commerce, etc. Among CSPs, Meta, Google, and ByteDance (TikTok) have lowered their server procurement quantities for next year. Lastly, the global economic outlook has remained fairly negative, so companies across most industry sectors have formulated a more conservative expenditure plan and scaled back IT-related spending for next year.

TP-Link, a leading global provider of consumer and business networking products, today held an epochal WiFi 7 product launch to announce its WiFi 7 networking solution.

As the world's first vendor to release a full home and enterprise WiFi 7 product line, TP-Link launched new WiFi 7 routers, Deco products, Omada EAPs, and Aginet products for ISP markets to cover all usage scenarios. Additionally, TP-Link's new HomeShield 3.0 provides more reliable and smarter network solutions.

Supermicro, Inc., a Total IT Solution Provider for Cloud, AI/ML, Storage, and 5G/Edge, at the 2022 Super Computing Conference is unveiling the most extensive portfolio of servers and storage systems in the industry based on the upcoming 4th Gen Intel Xeon Scalable processor, formerly codenamed Sapphire Rapids. Supermicro continues to use its Building Block Solutions approach to deliver state-of-the-art and secure systems for the most demanding AI, Cloud, and 5G Edge requirements. The systems support high-performance CPUs and DDR5 memory with up to 2X the performance and capacities up to 512 GB DIMMs and PCIe 5.0, which doubles I/O bandwidth. Intel Xeon CPU Max Series CPUs (formerly codenamed Sapphire Rapids HBM High Bandwidth Memory (HBM)) is also available on a range of Supermicro X13 systems. In addition, support for high ambient temperature environments at up to 40° C (104° F), with servers designed for air and liquid cooling for optimal efficiency, are rack-scale optimized with open industry standard designs and improved security and manageability.

"Supermicro is once again at the forefront of delivering the broadest portfolio of systems based on the latest technology from Intel," stated Charles Liang, president and CEO of Supermicro. "Our Total IT Solutions strategy enables us to deliver a complete solution to our customers, which includes hardware, software, rack-scale testing, and liquid cooling. Our innovative platform design and architecture bring the best from the 4th Gen Intel Xeon Scalable processors, delivering maximum performance, configurability, and power savings to tackle the growing demand for performance and energy efficiency. The systems are rack-scale optimized with Supermicro's significant growth of rack-scale manufacturing of up to 3X rack capacity."

AIC Inc., (from now on referred to as "AIC"), a leading provider in enterprise storage and server solutions, today revealed its new edge server appliance powered by 4th Gen AMD EPYC processors (codename Genoa). The new server, EB202-CP, is designed to deliver superior performance in a compact size while offering excellent cost efficiency. Combined with the 4th Gen AMD EPYC processors, EB202-CP is expected to drive the innovations in AI, training simulation, autonomous vehicles and edge applications. AIC will showcase EB202-CP at SC22 expo from November 14th to 17th, 2022.

AIC EB202-CP is a 2U rackmount server with 22 inches in depth. It supports eight E1.S/ E3.S or U.2 SSDs which are front-serviceable and hot-swappable. The E1.S/ E3.S drives are Enterprise and Datacenter SSD Form Factor (EDSFF) that enables EB202-CP to provide high-density all-flash NVMe for half petabyte storage capabilities and enhance IOPS and space utilization. EB202-CP has great expansion functionality and supports up to two double-stack GPU or accelerator cards, two FHHL/HHHL PCIe 5.0 cards and an OCP 3.0 card. Based on AIC server board Capella, EB202-CP supports single 4th Gen AMD EPYC processor and eight DDR5 DIMMs. The 4th Gen AMD EPYC processors, built on "Zen 4" architecture, are optimized for general-purpose workloads across enterprise, cloud and edge. This new generation of AMD EPYC features the world's highest-performing x86 processor, PCIe 5.0 ready, and enables low TCO. It also delivers leadership energy efficiency as well as state-of-the-art security features.

Rescale, the leader in high performance computing built for the cloud to accelerate engineering innovation, today announced it is teaming with NVIDIA to integrate the NVIDIA AI platform into Rescale's HPC-as-a-Service offering. The integration is designed to advance computational engineering simulation with AI and machine learning, helping enterprises commercialize new product innovations faster, more efficiently and at less cost.

Additionally, Rescale announced the world's first Compute Recommendation Engine (CRE) to power Intelligent Computing for HPC and AI workloads. Optimizing workload performance can be prohibitively complex as organizations seek to balance decisions among architectures, geographic regions, price points, scalability, service levels, compliance, and sustainability objectives. Developed using machine learning on NVIDIA architectures with infrastructure telemetry, industry benchmarks, and full-stack metadata spanning over 100 million production HPC workloads, Rescale CRE provides customers unprecedented insight to optimize overall performance.

ASUS, a leading provider of server systems, server motherboards and workstations, today announced new best-in-class server solutions powered by the latest AMD EPYC 9004 Series processors. ASUS also launched superior liquid-cooling solutions that dramatically improve the data-center power-usage effectiveness (PUE).

The breakthrough thermal design in this new generation delivers superior power and thermal capabilities to support class-leading features, including up to 400-watt CPUs, up to 350-watt GPUs, and 400 Gbps networking. All ASUS liquid-cooling solutions will be demonstrated in the ASUS booth (number 3816) at SC22 from November 14-17, 2022, at Kay Bailey Hutchison Convention Center in Dallas, Texas.

Hewlett Packard Enterprise (NYSE: HPE) today announced it is making supercomputing accessible for more enterprises to harness insights, solve problems and innovate faster by delivering its world-leading, energy-efficient supercomputers in a smaller form factor and at a lower price point.

The expanded portfolio includes new HPE Cray EX and HPE Cray XD supercomputers, which are based on HPE's exascale innovation that delivers end-to-end, purpose-built technologies in compute, accelerated compute, interconnect, storage, software, and flexible power and cooling options. The supercomputers provide significant performance and AI-at-scale capabilities to tackle demanding, data-intensive workloads, speed up AI and machine learning initiatives, and accelerate innovation to deliver products and services to market faster.

GIGABYTE Technology, (TWSE: 2376), an industry leader in high-performance servers and workstations, today announced supporting products for the new AMD AM5 platform starting with two GIGABYTE motherboards, MC13-LE0 & MC13-LE1, that pair a consumer CPU with IPMI management functionalities via BMC. Additionally, a new desktop workstation, W332-Z00, was released using the same motherboard series platform that supports remote management, but the W332 does so with a Realtek NIC that enables DASH.

The new GIGABYTE products designed to support host systems are deceivingly powerful with a small micro-ATX form factor motherboard and enterprise rich out-of-band management features on top of PCIe Gen 5 and DDR5 technologies. These new client friendly products will be found in office settings under a desk rather than a rack in a data center, as they be managed from anywhere, provided there is a network connection. Furthermore, these new products are purpose built for the mainstream AMD B650E chipset with AMD Zen 4 architecture for AMD Ryzen 7000 Series desktop processors.

KIOXIA America, Inc. is at Intel Innovation this week to demonstrate its CM7 Series NVMe SSDs that deliver next-generation levels of performance to enterprise and data center workloads. The KIOXIA CM7 family is designed with PCIe 5.0 technology in Enterprise and Datacenter Standard Form Factor (EDSFF) E3.S and 2.51-inch form factors. These drives double performance from the prior generation and offer an expanded set of form factor options, larger capacities, and advanced features.

Intel Innovation is a technology showcase event that spotlights the tools, training and community created to empower developers to create what's next. CM7 demos will be conducted in the KIOXIA kiosk located in Intel Innovation's PCIe 5.0 and CXL Ecosystems Zone on the show floor of San Jose's McEnery Convention Center. KIOXIA will present a video showing its PCIe 5.0 drives demonstrating high performance, low latency and high bandwidth, in a 12th Gen Intel Core processor-based workstation. CM7 performance of up to 14 gigabytes per second sequential read throughput, utilizing the full bandwidth of PCIe 5.0 x4 speed, will be shown.

Taiwan-based leading server manufacturing company Inventec's powerhouse GPU accelerator system, Rhyperior, is everything any modern-day business needs in the digital era, especially those relying heavily on Artificial Intelligence (AI) and Machine Learning (ML). A unique and optimal combination of GPUs and CPUs, this 4U GPU accelerator system is based on the NVIDIA A100 Tensor Core GPU and Intel Xeon 3rd Gen (Whitley platform). Rhyperior also equips an NVIDIA NVSwitch to enhance performance dramatically, and its power can be an effective tool for modern workloads.

In a world where technology is disrupting our lives as we know it, GPU acceleration is critical: essentially speeding up processes that would otherwise take much longer. Acceleration boosts execution for complex computational problems that can be broken down into similar, parallel operations. In other words, an excellent accelerator can be a game changer for industries like gaming and healthcare, increasingly relying on the latest technologies like AI and ML for better, more robust solutions for consumers.

Opening a new era of neural graphics that marries AI and simulation, NVIDIA today announced the NVIDIA RTX 6000 workstation GPU, based on its new NVIDIA Ada Lovelace architecture. With the new NVIDIA RTX 6000 Ada Generation GPU delivering real-time rendering, graphics and AI, designers and engineers can drive cutting-edge, simulation-based workflows to build and validate more sophisticated designs. Artists can take storytelling to the next level, creating more compelling content and building immersive virtual environments. Scientists, researchers and medical professionals can accelerate the development of life-saving medicines and procedures with supercomputing power on their workstations—all at up to 2-4x the performance of the previous-generation RTX A6000.

Designed for neural graphics and advanced virtual world simulation, the RTX 6000, with Ada generation AI and programmable shader technology, is the ideal platform for creating content and tools for the metaverse with NVIDIA Omniverse Enterprise. Incorporating the latest generations of render, AI and shader technologies and 48 GB of GPU memory, the RTX 6000 enables users to create incredibly detailed content, develop complex simulations and form the building blocks required to construct compelling and engaging virtual worlds.

Super Micro Computer, Inc., a global leader in enterprise computing, GPUs, storage, networking solutions, and green computing technology, is extending its lead in accelerated compute infrastructure again with a full line of new systems optimized for NVIDIA H100 Tensor Core GPUs- encompassing over 20 product options. With a large portfolio of NVIDIA-Certified Systems, Supermicro is now leveraging the new NVIDIA H100 PCI-E and NVIDIA H100 SXM GPUs.

"Today, Supermicro introduced GPU-based servers with the new NVIDIA H100," said Charles Liang, president, and CEO of Supermicro. "We continue to offer the most comprehensive portfolio in the industry today and can deliver these systems in a range of sizes, including 8U, 5U, 4U, 2U, and 1U options. We also offer the latest GPU in our SuperBlades, workstations, and the Universal GPU systems. Customers can expect up to 30x performance gains for AI inferencing compared to previous GPU generations of accelerators for certain AI applications. Our GPU servers' innovative airflow designs result in reduced fan speeds, less power consumption, lower noise levels, and a lower total cost of ownership."