Dell’Oro Group introduced a new Data Center IT Semiconductors and Components advanced research report providing an in-depth analysis of the supply and demand of semiconductors and components relative to system deployments, as well as the consumption of data center semiconductors and components for each of the Top 8 Cloud service providers and the rest of the market. The report will address key topics, including:
- What is the demand outlook for semiconductors and components for cloud hyperscalers and other data center customers?
- Are semiconductors and components inventories rising or falling with system deployments by data center customers?
- What is the product mix of semiconductors and components for servers, and how that is changing over time with new data center architectures?
- How is the server CPU vendor landscape shifting among the major Cloud SPs (SPs) and the overall market?
“While data center equipment such as servers have become commoditized in recent years, the server CPU landscape is becoming more diverse with compelling solutions based on x86 and ARM architectures,” said Baron Fung, Senior Research Director at Dell’Oro Group. “Furthermore, data center infrastructure is becoming specialized, with accelerators such as GPUs and Smart NICs targeted at specific workloads to optimize efficiency. While memory and storage components are commoditized, it is crucial for vendors to ensure supplies are aligned to demand. In this advanced research, we will assess the vendor landscape for the key server semiconductor and components, and how the near-term and long-term demand unfolds,” said Fung.
The first report will be released in April 2023.