The current AI server market demand is strong, with major companies actively positioning themselves in this sector. According to a report by the Economic Daily News, a press release in June stated that AI servers are projected to account for 15% of the overall server market by 2026, with an annual compound growth rate of 22% for AI server shipments from 2022 to 2026. Furthermore, AI chip shipments are expected to grow by 46% in 2023.
According to foreign media reports, AI servers have already made contributions in the first quarter of this year. Although they account for less than 20% of the revenue share, customers are actively investing in AI servers, and the company offers various AI chipsets and applications for customers to choose from. Since last year, Aeonlingting has been shipping projects related to AI servers, and currently, 50% of the new projects in their pipeline are AI servers. The new orders are expected to gradually materialize between the end of 2023 and Q1 of 2024, from design to mass production.