TrendForce reports that a recovery in demand for general servers—coupled with an increased production share of HBM by DRAM suppliers—has led suppliers to maintain their stance on hiking prices. As a result, the ASP of DRAM in the third quarter is expected to continue rising, with an anticipated increase of 8-13%. The price of conventional DRAM is expected to rise by 5-10%, showing a slight contraction compared to the increase in the second quarter.

TrendForce notes that buyers were more conservative about restocking in the second, and inventory levels on both the supplier and buyer sides did not show significant changes. Looking ahead to the third quarter, there is still room for inventory replenishment for smartphones and CSPs, and the peak season for production is soon to commence. Consequently, it is expected that smartphones and servers will drive an increase in memory shipments in the third quarter.

Nfina announces the release of a single-socket 144T mid-sized desktop tower server engineered for small and medium-sized businesses, entry-level cloud services, and virtualized environments.

The Nfina 144T features the new Intel Xeon E-2400 processors. Compared to the previous generation Xeon E-2300 processors, they deliver an impressive 34% improvement in performance. Additionally, these processors offer enhanced expandability, supporting two channels of DDR5 memory with speeds of up to 4,800 MT/s, along with 16-lane PCIe 5.0 for increased bandwidth.

Liftr Insights, a pioneer in market intelligence driven by unique data, revealed today that it detected AWS's recent launch of an 896-core instance type, surpassing the previous highest core counts by any cloud provider. This is important to companies looking to improve performance. If they are not using these, their competitors might be.

Liftr data show the previous AWS high core-count instance had 448 cores and first appeared in May 2021. Prior to that, the largest instance available in the six largest cloud providers (representing over 75% of the public cloud space) was a 384-core instance first offered by Azure in 2019.

TYAN, an industry leader in server platform design and a subsidiary of MiTAC Computing Technology Corporation, brings its latest AMD EPYC server platforms to the COMPUTEX 2024, Booth # M1120 in Taipei, Taiwan from June 4 to June 7.

"With the advanced capabilities of 4th Gen AMD EPYC Processors, TYAN's AMD EPYC server platforms deliver optimized performance for modern data centers and large-scale AI/HPC infrastructure, ensuring high energy efficiency and robust security," said Rick Hwang, President of MiTAC Computing Technology Corporation. "For the group of smaller businesses and dedicated hosters, TYAN offers AMD EPYC 4004 CPU-based servers that provide cost-effective, user-friendly solutions with enterprise-grade reliability, scalability, and security."

ASUS, a leading data center solutions provider, today proudly unveils its expertise in delivering comprehensive solutions for high-performance computing (HPC), AI, and diverse enterprise needs in its Data Center Solutions VIP Showcase at Computex 2024. At the event, ASUS demonstrates its expertise in servers, storage and data center architecture with support for Intel, AMD and NVIDIA technologies, as well as its liquid/air-cooling solutions and proprietary, high-quality software platforms. Equipped to meet the demanding requirements of today's data-intensive workloads, ASUS offers tailored solutions that are meticulously designed to elevate performance, reliability and scalability. From research institutions, financial firms, to manufacturing facilities, ASUS stands ready to empower organizations with cutting-edge HPC capabilities.

Unveiling enhanced flexibility with Intel Xeon 6 processors
To build a top-notch ecosystem, strong integration and partnerships are crucial for excellence. ASUS proudly introduces its latest servers, RS700-E12 and RS720-E12 series, powered by Intel Xeon 6 processors. Through fine tuning in hardware design, we've adeptly addressed the challenges of higher performance as well as increased power consumption, while also embracing modular design for more efficient motherboard layout and serviceability. Empowered by ASPEED AST2600 and PFR AST1060, these advancements have been seamlessly integrated into the all-new ASMB12-iKVM on the Intel Xeon 6 processor platform, resulting in remarkable CPU performance and fortified out-of-band management and security. This new architecture enriches all workloads, leveraging Intel 7 process paired with multiple compute cores etched on Intel 3 process, to deliver unparalleled efficiency and reliability.

GIGABYTE Technology, Giga Computing, a subsidiary of GIGABYTE and an industry leader in servers and industrial motherboards, today launched products supporting Intel Xeon 6 Processor (LGA 4710) with Efficient-cores in a single or dual socket configuration. GIGABYTE's new products span its entire enterprise portfolio from GPU servers to liquid cooling servers to motherboards. With Intel's new processor roadmap addressing a broad range of compute needs in the server market, Efficient-cores (E-cores) and Performance-cores (P-cores) have their unique advantages, and both are supported on this platform. E-cores are available today, with P-core products becoming available in the future. The solutions within have distinct advantages for cloud, networking and media, and data services workloads that value consistent performance, greater energy efficiency, and dense rack and core density.

GIGABYTE's enterprise portfolio for the Intel Xeon 6 processor spans GPU servers, direct liquid cooling (DLC) servers, multi-node servers, general purpose motherboards and servers, and edge servers. By releasing a wide range of servers, data centers can quickly integrate it to achieve dynamic goals such as in GIGA POD, a rack-scale supercomputing AI infrastructure by GIGABYTE. The new Xeon based servers by GIGABYTE are also highly compatible with cloud-native software stacks for portability and consistency in containerized applications in distributed systems.

Silverstone in its 2024 Computex booth showcased the brand's pivot toward premium cases meant for workstations and servers used in the development or acceleration of AI applications. These cases span across industry-standard rackmount form-factors, as well as full-towers, so SMBs and startups could have on-floor AI acceleration machines set up. For AI on the edge, Silverstone showcased the GM1000 2U Gold, a 1000 W redundant PSU, the XE02-4677, a 2U cooling solution for Socket LGA4677, and the RM22-312 2U chassis.

For the general purpose server and SMB AI acceleration markets, the company showcased its RM44 4U case that can be used both as a tower and in a rack, The XE360-4677, which is a 360 mm x 120 mm AIO liquid CPU cooler for LGA4677, and the Gemini 900A Gold, an 80 Plus Gold rated 900 W redundant power supply. AI development systems see the lion's share of Silverstone's signature aesthetics and innovations, as these cases blur the lines between high-end desktops and workstations. The Alta D1 is an ATX full-tower, which can hold an SSI-EEB motherboard with up to 11 expansion slots for multiple GPUs, provision for either redundant PSUs or 5.25-inch cages that can be used as mounts for multiple SSDs; and provision for a couple of large radiators, to cool the CPU.

MiTAC Computing Technology and its server brand TYAN, the leading manufacturer in server platform design worldwide, unveil their new server systems and motherboards optimized for today's AI, HPC, cloud, and enterprise workloads at COMPUTEX 2024, Booth # M1120 in Taipei, Taiwan from June 4 to June 7. Harnessing the power of the latest Intel Xeon 6 processor and 4th and 5th Gen Intel Xeon Scalable processors, these solutions deliver cutting-edge performance.

"For over a decade, MiTAC has worked with Intel at the forefront of server technology innovation, consistently delivering cutting-edge solutions tailored for AI and high-performance computing (HPC). The integration of Intel's latest Xeon 6 processors into our MiTAC and TYAN server platforms transforms computational capabilities, significantly enhancing AI performance, boosting efficiency, and scaling cloud operations. These advancements empower our customers with a competitive edge through superior performance and optimized total cost of ownership." said Rick Hwang, President of MiTAC Computing Technology Corporation.

MSI, a leading global server provider, today introduced its latest Intel Xeon 6 processor-based server platforms at Computex 2024, booth #M0806 in Taipei, Taiwan from June 4-7. These new products showcase a new level of performance and efficiency, tailored to meet the diverse demands of cloud-native and hyperscale workloads.

"Data center infrastructure requirements are diversifying, with certain workloads requiring performance measures beyond just cores and watts," said Danny Hsu, General Manager of Enterprise Platform Solutions. "To better cater to today's evolving compute demands, data centers must achieve consistent performance even during peak loads. MSI's new server platforms, built around Intel Xeon 6 processor, drive density and power efficiency, making them ideal for cloud-scale workloads."

Phanteks took the Computex 2024 show by force, showing off several new and improved cases, including the new Evolv X², the Eclipse G400A and G400N, which are successors to the P400 line, upgraded NV5 MKII and NV9 MKII cases, and the new Enthoo Pro II Server Edition XL case for the server market.

The star of the show is definitely the new Evolv X², a case that Phanteks says is redefined to fit modern consumer needs. It certainly has the modern and refined aesthetic to appeal to the wider audience, with brushed aluminium interior panels and full front to side glass panel. Some of the key features include integrated cable management, key fan positions to cool down and show off most hardware components, as well as support for rear-connector mainboard, something that most modern motherboards will have.

MSI, a leading global server provider, will introduce its latest server platforms based on the 4th Gen AMD EPYC processors at Computex 2024, booth #M0806 in Taipei, Taiwan, from June 4-7. These new platforms, designed for growing cloud-native environments, deliver a combination of performance and efficiency for data centers.

"Leveraging the advantages of 4th Gen AMD EPYC processors, MSI's latest server platforms feature scalability and flexibility with new adoption of CXL technology and DC-MHS architecture, helping data centers achieve the most scalable cloud applications while delivering leading performance," said Danny Hsu, General Manager of Enterprise Platform Solutions.

GIGABYTE Technology, Giga Computing, a subsidiary of GIGABYTE and an industry leader in AI servers, server motherboards, and workstations, today announced its support of AMD EPYC 4004 Series processors on AM5 socket servers and server motherboards for entry-level enterprise customers. This will require a BIOS update, which will come pre-installed in the near future.

The new AMD EPYC 4004 platform, built on the AM5 socket, delivers enterprise-grade features that allow small businesses and cloud services to have dependable daily operations with minimal downtime. For reliability and manageability, the platform has been validated for compatibility with server operating systems: Ubuntu, RHEL, and Windows Server. By doing so IT administrators can better control and monitor systems, as well as protect businesses against cyberthreats.

Today, TYAN, a leading server platform design manufacturer and a MiTAC Computing Technology Corporation subsidiary, introduced its latest offering: affordable and high-performance servers and motherboards powered by the new AMD EPYC 4004 Series CPUs. "The new AMD EPYC 4004 Series CPUs, along with our strong ecosystem of technology partners, bring enterprise solutions to a traditionally underserved market and ensure that small and medium businesses have access to highly-performant technologies that help them stay competitive," said John Morris, corporate vice president, Enterprise and HPC Business Group, AMD. "The AMD EPYC 4004 CPUs fill an important market gap, providing cost-optimized solutions with enterprise-grade dependability, scalability and security in cost-optimized system configurations that make sense for smaller businesses and dedicated hosters."

AMD EPYC 4004 Series processors complement the broad AMD EPYC processor offering, extending the established high performance, highly efficient "Zen4" core architecture into an expanded range of entry level system designs desired by small business customers as well as regional hosted IT services providers. With new low core count CPU offerings and TDP ranges as low as 65 W, attractively priced server systems featuring AMD EPYC 4004 Processors deliver the strong performance, scalability and dependability needed by growing businesses and 24x7 hosted services. With an optimized, single-socket package, 2 channels of DDR5 memory and up to 28 lanes of Gen 5 PCIe connectivity, these servers offer a compelling balance of performance and scalability in an affordable, easy-to-deploy, easy-to-manage package.

Supermicro, Inc., a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing additions to the AMD based H13 generation of CPU Servers, optimized to deliver an outstanding balance of performance and efficiency and powered by the AMD EPYC 4004 Series processors. Supermicro will feature its new MicroCloud multi-node solution, which supports up to ten nodes in a 3U form factor. This very high-density option is designed for cloud-native workloads.

"Supermicro continues to offer innovative solutions for a wide range of applications, and with this new entry, based on the AMD EPYC 4004 processor, we can address the needs of on-premises or cloud service providers who need a cost-effective solution in a compact form factor," said Charles Liang, president and CEO of Supermicro. "In a single rack, 160 individual nodes can be made available for cloud-native applications, which reduces real estate need and decreases a data center TCO."

ASRock Rack Inc., a leading innovative server company, announces its support for the new AMD EPYC 4004 Series CPUs. The latest BIOS updates for all ASRock Rack AM5 socket products are now available online, ensuring that ASRock Rack motherboards for AMD EPYC 4004 CPUs are ready to support the new processors.

The AMD EPYC 4004 Processors utilize the AM5 socket and feature from 4 to 16 SMT-capable (Simultaneous Multithreading), energy-efficient "Zen 4" processor cores, enabling needed performance in cost-efficient system designs. ASRock Rack launched a complete range of boards and systems based on AM5 socket and pioneered equipping the servers with IPMI since 2022. Now, with the launch of AMD EPYC 4004 Processors, ASRock Rack releases the new BIOS for these servers to leverage AMD official server-grade features such as the support of Windows Server 2022; RHEL 8 and 9; Ubuntu 22.04 and 24.04.

AMD today introduced the EPYC 4004 line of server processors in the Socket AM5 package. These chips come with up to 16 "Zen 4" CPU cores, a 2-channel DDR5 memory interface, and a 28-lane PCIe Gen 5 I/O, and are meant to power small-business servers, as well as cater to the dedicated web-server hosting business that generally attracts client-segment processors. This is the exact segment of market that Intel addresses with its Xeon E-2400 series processors in the LGA1700 package. The EPYC 4004 series offers a superior support and warranty regime compared to client-segment processors, besides ECC memory support, and AMD Secure Processor, and all of the security features you get with Ryzen PRO 7000 series processors for commercial desktops.

AMD's offer over the Xeon E-2400 series is its CPU core count of up to 16, which lets you fully utilize the 16-core limit of the Windows 2022 Server base license. The EPYC 4004 series is functionally the same processor as the Ryzen 7000 "Raphael" except for its ECC memory support. This chip features up to two 5 nm "Zen 4" CCDs with up to 8 cores, each; and an I/O die that puts out two DDR5 memory channels, and 28 PCIe Gen 5 lanes. Besides today's processor launch, several server motherboard vendors are announcing Socket AM5 server boards that are rackmount-friendly, and with server-relevant features.

MSI, a leading global server provider, brings its latest server platforms powered by AMD processors and 5th Gen Intel Xeon Scalable processors, optimized for HPC and AI markets at ISC 2024, booth #F39 in Hamburg, Germany from May 13-15. "As businesses increasingly adopt AI applications to improve customer experiences, the need for greater computing power and denser deployments has spurred significant shifts in IT infrastructure, driving a widespread adoption of liquid cooling," said Danny Hsu, General Manager of Enterprise Platform Solutions. "MSI's AI server platforms empower businesses to achieve efficiency gains while handling more compute-intensive workloads."

MSI G4201 is a 4U supercomputer designed for exceptional performance in compute-intensive tasks. It features up to eight double-wide PCIe 5.0 x16 slots optimized for high-performance GPU cards, alongside one single-wide PCIe 5.0 x16 expansion slot. Each GPU has a full PCIe 4.0 or 5.0 x16 link directly to the root port complex of a CPU socket without going through a PCIe switch, granting maximum CPU-to-GPU bandwidth. Powered by dual 5th Gen Intel Xeon Scalable Processors and equipped with 32 DDR5 DIMMs, the G4201 platform delivers outstanding heterogeneous computing capabilities for various GPU-based scientific high-performance computing, Generative AI, and inference applications. Additionally, the system includes twelve 3.5-inch drive bays for enhanced functionality.

AMD has reached a significant milestone, capturing a record-high share of the X86 CPU market in the first quarter of 2024, according to the latest report from Mercury Research. This achievement marks a significant step forward for the chipmaker in its long battle against rival Intel's dominance in the crucial computer processor space. The surge was fueled by strong demand for AMD's Ryzen and EPYC processors across consumer and enterprise markets. The Ryzen lineup's compelling price-to-performance ratio has struck a chord with gamers, content creators, and businesses seeking cost-effective computing power without sacrificing capabilities. It secured AMD's 23.9% share, an increase from the previous Q4 of 2023, which has seen a 19.8% market share.

The company has also made major inroads on the data center front with its EPYC server CPUs. AMD's ability to supply capable yet affordable processors has enabled cloud providers and enterprises to scale operations on AMD's platform. Several leading tech giants have embraced EPYC, contributing to AMD's surging server market footprint. Now, it is at 23.6%, a significant increase over the past few years, whereas AMD was just above 10% four years ago in 2020. AMD lost some share to Intel on the mobile PC front due to the Meteor Lake ramp, but it managed to gain a small percentage of the market share of client PCs. As AMD rides the momentum into the second half of 2024, all eyes will be on whether the chipmaker can sustain this trajectory and potentially claim an even larger slice of the x86 CPU pie from Intel in the coming quarters.Below, you can see additional graphs of mobile PC and client PC market share.

Micron Technology, Inc. (Nasdaq: MU), today announced it is leading the industry by validating and shipping its high-capacity monolithic 32Gb DRAM die-based 128 GB DDR5 RDIMM memory in speeds up to 5,600 MT/s on all leading server platforms. Powered by Micron's industry-leading 1β (1-beta) technology, the 128 GB DDR5 RDIMM memory delivers more than 45% improved bit density, up to 22% improved energy efficiency and up to 16% lower latency over competitive 3DS through-silicon via (TSV) products.

Micron's collaboration with industry leaders and customers has yielded broad adoption of these new high-performance, large-capacity modules across high-volume server CPUs. These high-speed memory modules were engineered to meet the performance needs of a wide range of mission-critical applications in data centers, including artificial intelligence (AI) and machine learning (ML), high-performance computing (HPC), in-memory databases (IMDBs) and efficient processing for multithreaded, multicore count general compute workloads. Micron's 128 GB DDR5 RDIMM memory will be supported by a robust ecosystem including AMD, Hewlett Packard Enterprise (HPE), Intel, Supermicro, along with many others.

MSI, a leading global server provider, is showcasing its latest GPU servers powered by AMD processors at the 2024 NAB Show, Booth #SL9137 in the Las Vegas Convention Center from April 14-17. These servers are designed to meet the evolving needs of modern creative projects in Media and Entertainment industry. "As AI continues to reshape the Media and Entertainment industry, it brings unprecedented speed and performance to tasks such as animation, visual effects, video editing, and rendering," said Danny Hsu, General Manager of Enterprise Platform Solutions. "MSI's GPU platforms empower content creators to execute every project with efficiency, speed, and uncompromising quality."

The G4101 is a 4U 4GPU server platform, purpose-built to unleash the full potential of creative professionals in the Media and Entertainment industry. It supports a single AMD EPYC 9004 Series processor equipped with a liquid cooling module, along with twelve DDR5 RDIMM slots. Additionally, it features four PCIe 5.0 x16 slots tailored for triple-slot graphic cards with coolers, ensuring increased airflow and sustained performance. With twelve front 2.5-inch U.2 NVMe/SATA drive bays, it offers high-speed and flexible storage options, catering to the diverse needs of AI workloads. The G4101 combines air flow spacing and liquid closed-loop cooling, making it the optimal thermal management solution for even the most demanding tasks.

After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 (1Q24) with 59.8 million shipments, growing 1.5% year over year, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Growth was largely achieved due to easy year-over-year comparisons as the market declined 28.7% during the first quarter of 2023, which was the lowest point in PC history. In addition, global PC shipments finally returned to pre-pandemic levels as 1Q24 volumes rivaled those seen in 1Q19 when 60.5 million units were shipped.

With inflation numbers trending down, PC shipments have begun to recover in most regions, leading to growth in the Americas as well as Europe, the Middle East, and Africa (EMEA). However, the deflationary pressures in China directly impacted the global PC market. As the largest consumer of desktop PCs, weak demand in China led to yet another quarter of declines for global desktop shipments, which already faced pressure from notebooks as the preferred form factor.

The Taiwanese Ministry of Economic Affairs (MOEA) managed to herd government representatives and leading Information and Communication Technology (ICT) industry figures together for an important meeting, according to DigiTimes Asia. The report suggests that the main topic of discussion focused on an anticipated growth of Taiwan's ICT industry—current market trends were analyzed, revealing that the nation absolutely dominates in the AI server segment. The MOEA has (allegedly) determined that Taiwan has shipped 90% of global AI server equipment—DigiTimes claims (based on insider info) that: "American brand vendors are expected to source their AI servers from Taiwanese partners." North American customers could be (presently) 100% reliant on supplies of Taiwanese-produced equipment—a scenario that potentially complicates ongoing international tensions.

The report posits that involved parties have formed plans to seize opportunities within an evergrowing global demand for AI hardware—a 90% market dominance is clearly not enough for some very ambitious industry bosses—although manufacturers will need to jump over several (rising) cost hurdles. Key components for AI servers are reported to be much higher than vanilla server parts—DigiTimes believes that AI processor/accelerator chips are priced close to ten times higher than general purpose server CPUs. Similar price hikes have reportedly affected AI adjacent component supply chains—notably cooling, power supplies and passive parts. Taiwanese manufacturers have spread operations around the world, but industry watchdogs (largely) believe that the best stuff gets produced on home ground—global expansions are underway, perhaps inching closer to better balanced supply conditions.

Chinese e-commerce and cloud giant Alibaba announced its plans to launch a server-grade RISC-V processor later this year, and it showcased a RISC-V-powered laptop running an open-source operating system. The announcements were made by Alibaba's research division, the Damo Academy, at the recent Xuantie RISC-V Ecological Conference in Shenzhen. The upcoming server-class processor called the Xuantie C930, is expected to be launched by the end of 2024. While specific details about the chip have not been disclosed, it is anticipated to cater to AI and server workloads. This development is part of Alibaba's ongoing efforts to expand its RISC-V portfolio and reduce reliance on foreign chip technologies amidst US export restrictions. To complement the C930, Alibaba is also preparing a Xuantie 907 matrix processing unit for AI, which could be an IP block inside an SoC like the C930 or an SoC of its own.

In addition to the C930, Alibaba showcased the RuyiBOOK, a laptop powered by the company's existing T-Head C910 processor. The C910, previously designed for edge servers, AI, and telecommunications applications, has been adapted for use in laptops. Strangely, the RuyiBOOK laptop runs on the openEuler operating system, an open-source version of Huawei's EulerOS, which is based on Red Hat Linux. The laptop also features Alibaba's collaboration suite, Ding Talk, and the open-source office software Libre Office, demonstrating its potential to cater to the needs of Chinese knowledge workers and consumers without relying on foreign software. Zhang Jianfeng, president of the Damo Academy, emphasized the increasing demand for new computing power and the potential for RISC-V to enter a period of "application explosion." Alibaba plans to continue investing in RISC-V research and development and fostering collaboration within the industry to promote innovation and growth in the RISC-V ecosystem, lessening reliance on US-sourced technology.

Other World Computing, the leading provider of computer hardware, accessories, and software that bring artistic expression and the digital world together for creative professionals and consumers of technology, today unveiled SoftRAID 8, a groundbreaking new software release that redefines RAID management for Mac and Windows environments.

Quickly accessing data with the right safeguards is a difficult balance. Whether it is enhancing multimedia production workflows, protecting critical business files, or ensuring uninterrupted access to valuable data, OWC's SoftRAID is the ideal solution to manage RAID arrays. SoftRAID implements the latest performance technology unleashing remarkable speeds on a RAID system. Simply connect the drive array, format the preferred RAID level, and experience the breakneck speeds first-hand. RAID management has never been this powerful and easy to use.

MemVerge, a leader in AI-first Big Memory Software, has joined forces with Micron to unveil a groundbreaking solution that leverages intelligent tiering of CXL memory, boosting the performance of large language models (LLMs) by offloading from GPU HBM to CXL memory. This innovative collaboration is being showcased in Micron booth #1030 at GTC, where attendees can witness firsthand the transformative impact of tiered memory on AI workloads.

Charles Fan, CEO and Co-founder of MemVerge, emphasized the critical importance of overcoming the bottleneck of HBM capacity. "Scaling LLM performance cost-effectively means keeping the GPUs fed with data," stated Fan. "Our demo at GTC demonstrates that pools of tiered memory not only drive performance higher but also maximize the utilization of precious GPU resources."