Asia and Global Semiconductor and Tech Research

Andrew Lu

Thematic (Sector/Industry)

<ul>
<li>Taiwan Dell said "AI GPU shortage issue has been resolved. The lead time has been cut from 40 weeks by the end of 2023 to 8-12 weeks or less now.</li>
<li>We see this news short term positive but medium term negative to AI GPU supply chain vendors but need more information to confirm if this is an inflection point.</li>
<li>1. Taiwan Dell got priority supply? 2. Earlier overbooking over? 3. Lead time cut by supply upside? 4. Cooling company said the same; 5. Will lead time continue to shrink?</li>
</ul>


Taiwan Dell said "AI GPU shortage issue has been resolved. The lead time has been cut from 40 weeks by the end of 2023 to 8-12 weeks or less now.
We see this news short term positive but medium term negative to AI GPU supply chain vendors but need more information to confirm if this is an inflection point.
1. Taiwan Dell got priority supply? 2. Earlier overbooking over? 3. Lead time cut by supply upside? 4. Cooling company said the same; 5. Will lead time continue to shrink?


Early Sign of AI GPU Market Inflection Point?

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Liquid cooling market expected to double by 2025, but industry shakeout predicted by Auras chair.</li><li>Apple plans to ship over 9 million units of OLED iPad Pro, aiming to boost its market presence.</li><li>South Korea aims to enhance its IC design sector, currently holding just a 1% share of the global market.</li></ul>

Liquid cooling market expected to double by 2025, but industry shakeout predicted by Auras chair.Apple plans to ship over 9 million units of OLED iPad Pro, aiming to boost its market presence.South Korea aims to enhance its IC design sector, currently holding just a 1% share of the global market.

Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.

Taiwan

AURAS Technology Co., Ltd. designs, manufactures, and markets CPU (Central Processing Unit) coolers.

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Auras Technology (3324 TT)

Early Sign of AI GPU Market Inflection Point?

Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...

Andrew Lu

Tech Supply Chain Tracker (28-May-2024): Liquid cooling market to double by 2025, industry shakeout predicted.

Liquid cooling market poised for 2x growth by 2025, Apple aims to ship 9 million OLED iPad Pros, South Korea seeks to boost IC design sector,...

Tech Supply Chain Tracker

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