Amazon tăng đơn đặt hàng tủ máy chủ AI, TSMC, Silex, Wistron, Foxconn ghi nhận lượng giao hàng mạnh

The Huoxing Finance report, citing supply chain sources, indicates that Amazon, the leading North American cloud service provider under AWS, has recently increased its procurement of AI server racks, driving strong shipment momentum from partners including TSMC, Achronix-KY, Wistron, and Foxconn. Amazon recently raised its capital expenditure forecast for this year from an initial estimate of $200 billion to $2.2 billion, primarily to support AI infrastructure needs such as data centers, servers, and networking equipment. Amazon CEO Andy Jassy anticipates the supply-demand imbalance in AI computing power to persist through 2027 and has already identified strong demand extending into 2028. AWS’s AI business and in-house chip scale have grown to $25 billion, maintaining triple-digit percentage growth. Most of Annapurna Labs’ custom ASIC chips are manufactured by TSMC using its advanced 3nm process. Achronix is a key partner in AWS’s in-house AI chip development and expects this quarter’s revenue and profits to reach record highs, with continued growth projected for the fourth quarter; demand for 3nm AI accelerators has surpassed earlier estimates, with design finalization expected before year-end. AWS’s ASIC AI server racks are assembled and equipped with switch trays by Wistron, while Foxconn has entered the CPU tray market. Foxconn’s rotating CEO, Chiang Chi-heng, stated that the company has made new progress in ASIC projects this year and has set a target to capture over 40% market share in ASIC servers.