政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/152739

政大機構典藏-National Chengchi University Institutional Repository(NCCUR):Item 140.119/152739

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政大典藏 > College of Commerce > International MBA > Theses > Item 140.119/152739

Please use this identifier to cite or link to this item: https://nccur.lib.nccu.edu.tw/handle/140.119/152739

Title:	伺服器產業供應鏈面臨的危機和因應的策略 Challenges and Response Strategies in the Server Industry Supply Chain
Authors:	王博文 Wang, Po-Wen
Contributors:	吳文傑 Jack Wu 王博文 Wang, Po-Wen
Keywords:	伺服器亞馬遜網路服務超微 Server AWS AMD
Date:	2024
Issue Date:	2024-08-05 13:45:44 (UTC+8)
Abstract:	本文總結了伺服器產業的過去、現在和未來趨勢。我目前的工作與伺服器產業高度相關，並且因為我的工作，我能夠從Hyperscalers、OMD、OEM以及主要IC組件供應商（CPU、GPU、BMC、Memory、 ETC…）。本論文的主題包括伺服器展望、伺服器市場趨勢、挑戰、機會、案例研究和未來展望。所有數據和資訊均來自Hyperscalers、OMD、OEM、主要IC組件供應商以及國際知名研究機構（IDC、Gartner、Digitimes、TrendForce、摩根士丹利等）。從我的觀察和收集的數據來看，由於人工智慧伺服器需求的出現，伺服器產業正在轉變為一個新的生態系統，競爭力正在重新洗牌。總而言之，本文將引導您更了解伺服器產業現狀、趨勢以及晶片製造商和超大規模企業如何應對當前供應鏈挑戰的策略。 This thesis summarizes the past, current, and future trend in the server industry. My current job is highly related to server industry, and because of my job, I am able to glimpse into the technology trend and supply chain status from Hyperscalers, OMDs, OEMs, and major IC component vendors (CPU, GPU, BMC, Memory, etc…). This thesis will cover topics including server outlook, server market trend, challenges, opportunities, case study, and future outlook. All the data and information were collected from Hyperscalers, OMDs, OEMs, major IC component vendors, and internationally renowned research institute (IDC, Gartner, Digitimes, TrendForce, Morgan Stanley, etc…). From my observation and the data I collected, I am seeing server industry is transforming into a new ecosystem and competitiveness is being reshuffled because of the emerging of AI server demand. In conclusion, this thesis will lead you to better understand the server industry status, trend and how chip makers and Hyperscalers’s strategy to fit in the current supply chain challenges.
Reference:	1. Digitimes, Research, 全球產業數據, 伺服器出貨量 https://www.digitimes.com.tw/tech/rpt/datacharts.asp?CnlID=3 2. ID, IDC Corporate, Device Market Trends, Current: Servers Market Insight https://www.idc.com/promo/servers 3. TechTarget, Data Center, Dive into the history of server hardware https://www.techtarget.com/searchdatacenter/feature/Dive-into-the-history-of-server-hardware 4. Stock Analysis, NVIDIA, AMD, Intel https://stockanalysis.com/stocks/nvda/market-cap/ 5. Energy.Gov, Department of Energy, DOE Announces $40 Million for More Efficient Cooling for Data Centers https://www.energy.gov/articles/doe-announces-40-million-more-efficient-cooling-data-centers#:~:text=Used%20to%20house%20computers%2C%20storage%20systems%2C%20and%20computing,to%2040%25%20of%20data%20center%20energy%20usage%20overall 6. Intel Q2 Product Roadmap (Data Center) 7. AMD Q2 Product Roadmap (Data Center) 8. NVIDIA Q2 Product Roadmap (Data Center) 9. Samsung Q2 Product Roadmap (Server) 10. Samsung Q2 General Market report 11. Gigabyte, Insight, Glossary, OCP https://www.gigabyte.com/tw/Glossary/ocp?lan=en#:~:text=OCP%20server%20and%20rack%20infrastructure%20has%20been%20designed,supplies%20needed%20and%20decreasing%20management%20and%20management%20costs%29 12. Gigabyte, 首頁, 企業應用, GPU 協同運算伺服器 https://www.gigabyte.com/tw/Enterprise/GPU-Server?fid=2235 13. Digitimes, 受惠雲端資料中心自研晶片、AI訓練與推論需求　2021~2025年Arm伺服器CPU出貨CAGR估達49.5% https://www.digitimes.com.tw/tech/rpt/rpt_show.asp?cnlid=3&v=20230828-343&n=1&cat=SVR 14. Gigabyte, 規劃資料中心冷卻方案時不可不知的5個關鍵知識 https://www.gigabyte.com/tw/Article/5-must-know-technical-terms-before-you-choose-data-center-cooling-solutions 15. Intel, CPU 散熱器：水冷式 Vs. 氣冷式 https://www.intel.com.tw/content/www/tw/zh/gaming/resources/cpu-cooler-liquid-cooling-vs-air-cooling.html 16. Gigabyte, 如何挑選適當的伺服器冷卻方案？技嘉科技《科技指南》系列文章 https://www.gigabyte.com/tw/Article/how-to-pick-a-cooling-solution-for-your-servers-a-tech-guide-by-gigabyte 17. Gigabyte, Liquid Cooling \| 液體冷卻 https://www.gigabyte.com/tw/Glossary/liquid-cooling 18. Alamy, Immersion cooling Stock Photos and Images https://www.alamy.com/stock-photo/immersion-cooling.html?sortBy=relevant 19. Gigabyte, Immersion Cooling \| 浸沒式冷卻 https://www.gigabyte.com/tw/Glossary/immersion-cooling 20. Samsung Server ODMs Sensing Report 21. Morgan Stanley Research- AI Industry Outlook 22. TrendForce Research- 2023 Revenue ranking top 10 of IC design house https://www.trendforce.com/presscenter/news/20240509-12134.html 23. TrendForce Research- 2022 Revenue ranking top 10 of IC design house https://www.trendforce.com/presscenter/news/20220609-11245.html#:~:text=According%20to%20the%20latest%20TrendForce%20statistics%2C%20the%20top,Qualcomm%2C%20NVIDIA%2C%20Broadcom%20ranked%20in%20the%20top%20three. 24. 聯合新聞網, 臺灣代工AI伺服器佔全球出貨9成 2024有2大成長動能 https://udn.com/news/story/7240/7700860 25. European Commision, JRC news and updates, The EU Code of Conduct for Data Centres – towards more innovative, sustainable and secure data centre facilities https://joint-research-centre.ec.europa.eu/jrc-news-and-updates/eu-code-conduct-data-centres-towards-more-innovative-sustainable-and-secure-data-centre-facilities-2023-09-05_en 26. DCOI Compliance: A Guide to Improving PUE in U.S. Federal Data Centers https://www.apc.com/us/en/support/resources-tools/white-papers/dcoi-compliance-a-guide-to-improving-pue-in-us-federal-data-centers.jsp 27. US, Europe, Japan make PUE official metric for data center energy efficiency https://www.datacenterdynamics.com/en/news/us-europe-japan-make-pue-official-metric-for-data-center-energy-efficiency/ 28. ISO/IEC 30134-2, First edition 2016-04-15 https://webstore.iec.ch/preview/info_isoiec30134-2%7Bed1.0%7Den.pdf 29. Official Microsoft Blog, Microsoft will be carbon negative by 2030 https://blogs.microsoft.com/blog/2020/01/16/microsoft-will-be-carbon-negative-by-2030/ 30. TrendForce, Global AI Server Shipments Forecasted to Increase 40% in 2023 amid Rising AI Demand, Says TrendForce https://www.trendforce.com/presscenter/news/20230530-11692.html 31. Delta Computer https://www.deltacomputer.com 32. NVIDIA H100 Product Spec sheet https://resources.nvidia.com/en-us-tensor-core 33. AMD Mi300X Product Spec sheet https://www.amd.com/content/dam/amd/en/documents/instinct-tech-docs/data-sheets/amd-instinct-mi300x-data-sheet.pdf 34. AMD CEO Lisa Su Keynote in Computex 2024 https://www.youtube.com/watch?v=MCi8jgALPYA 35. NVIDIA CEO Jenson Huang Keynote in Computex 2024 https://www.youtube.com/watch?v=pKXDVsWZmUU&t=2184s 36. NVIDIA Computex 2024 Keynote NVIDIA Rubin GPU Vera CPU and 1.6T Networking https://www.servethehome.com/nvidia-computex-2024-keynote/ 37. Hyperscalers forge ahead with in-house semiconductor solutions amidst Nvidia dependency concerns, says GlobalData https://www.globaldata.com/media/technology/hyperscalers-forge-ahead-with-in-house-semiconductor-solutions-amidst-nvidia-dependency-concerns-says-globaldata/ 38. The Ojo-Yoshida Report, Everyone Hates ASIC, But Hyperscalers Want Them https://ojoyoshidareport.com/everyone-hates-asic-but-hyperscalers-want-them/ 39. Digitimes, CSP大廠AI資本支出成長　ASIC生意前景佳 https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&id=689964&query=asic 40. Digitimes, 聯發科1Q24營收、獲利攀升　全年能見度轉好 https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&id=691093&query=asic 41. TrendForce, [News] Amazon Unveils New AWS-Designed Chips, Boosting Orders for TSMC and ALCHIP https://www.trendforce.com/news/2023/11/30/news-amazon-unveils-new-aws-designed-chips-boosting-orders-for-tsmc-and-alchip/ 42. Tech giants form AI group to counter Nvidia with new interconnect standard https://arstechnica.com/information-technology/2024/05/tech-giants-form-ai-group-to-counter-nvidia-with-new-interconnect-standard/ 43. Taiwan server ODMs diversifying abroad https://www.electronicsweekly.com/news/business/taiwan-server-odms-diversifying-abroad-2023-08/ 44. 地緣政治助力全球投資新熱點東南亞崛起驅動全球經濟成長動能 https://www.ieatpe.org.tw/magazine/ebook390/coverstory-1.html 45. How the energy crisis started, how global energy markets are impacting our daily life, and what governments are doing about it, Global Energy Crisis https://www.iea.org/topics/global-energy-crisis 46. THE WEEK, Is America running out of electrical power? https://theweek.com/environment/electrical-power-risks-grid-america-artificial-intelligence-climate 47. Supermicro White Paper, Liquid Cooling solution https://www.supermicro.com/white_paper/white_paper_Liquid-Cooling-Solutions.pdf?pdf 48. How Microsoft measures datacenter water and energy use to improve Azure Cloud sustainability https://azure.microsoft.com/en-us/blog/how-microsoft-measures-datacenter-water-and-energy-use-to-improve-azure-cloud-sustainability/ 49. Sharing the latest improvements to efficiency in Microsoft’s datacenters https://azure.microsoft.com/en-us/blog/sharing-the-latest-improvements-to-efficiency-in-microsoft-s-datacenters/ 50. To cool datacenter servers, Microsoft turns to boiling liquid https://news.microsoft.com/source/features/innovation/datacenter-liquid-cooling/ 51. Cooling Accounts for Nearly Half of Data Center Power Load https://blog.datacentersystems.com/sustainable-cooling-solutions-for-data-centers-from-air-to-liquid-cooling
Description:	碩士國立政治大學國際經營管理英語碩士學位學程(IMBA) 110933016
Source URI:	http://thesis.lib.nccu.edu.tw/record/#G0110933016
Data Type:	thesis
Appears in Collections:	[International MBA] Theses

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