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倫敦2024年6月20日 /美通社/-- 根據 Omdia 新的競爭格局工具，發現半導體市場在 2024 年第一季度下跌大約 2％，跌至 1,515 億美元。通常情況下，在季節性需求的推動下，第四季度的市場表現強勁，而今年第一季度卻出現下滑，按收入計算下降 4.4%。本季度，半導體市場的大部分細分市場都出現下滑。當中消費業務受到的衝擊最大，與 23 年第四季度相比下降 10.4%，而工業業務由於庫存調整下降 8.5%。 即使是多年來一直保持穩定增長的汽車業務，在 24 年第一季度也轉為負增長，下降了 5.1%。 半導體總收入 由於對 NVIDIA® 晶片和其他人工智能相關產品的需求持續高企，數據處理業務的業績增長了 3.7%，足以抵消上述業務的業績下滑。 NVIDIA 的業績保持強勁增長，市場份額擴大了超過兩個百分點，目前佔半導體市場總收入的 14.5%。儘管 NVIDIA 超越了傳統的半導體領導者 Samsung 和 Intel ，合計佔據了半導體市場 18.6% 的收入份額，但 NVIDIA 仍在持續進步。此外，隨著記憶體增長的復興，SK Hynix 和 Micron 的市場份額排名也有所上升。 汽車業務最初抵制了由 2019 冠狀病毒病引發的整個行業的半導體市場增長，但最終不敵衰退，並迅速恢復。從 20 年第三季度開始，汽車業務連續 13 個季度實現收入增長，但在 23 年第四季度出現了 0.6% 的窄幅下滑。然而，24 年第一季度的降幅進一步加大，比上一季度大幅下降達 5.1%。這種下降趨勢，反映全球汽車需求趨於疲軟。最近幾個季度，電動汽車的增長速度有所放緩，促使半導體需求相應調整。儘管存在這些挑戰，汽車半導體市場的長遠前景依然向好，並有望在未來 5 年攀升。 Omdia 的全球半導體製造市場追踪器 (GMMT) 和 Pure Play 鑄造追踪器 （23 年第四季度報告）發現，综合工廠使用量（IDM + 代工廠）反映了半導體行業的整體趨勢。在 2022 年冠狀病毒病大流行初期，半導體需求達到頂峰，但由於需求大幅放緩和庫存水平創歷史新高，使用率在 22 年下半年急劇下降。儘管整個 2023 年的半導體收入都在增長，但半導體製造廠的使用率依舊在 80% 的低位徘徊。 Omdia 首席分析師 Craig Stice 表示：「由於市場開始尋求平衡，使用率在 23 年上半年開始輕微上升。然而，由於傳統的需求模式尚未完全形成，這種情況尚未出現。24 年下半年的需求將持續改善，導致庫存修正，從而再次提高製造廠的使用率。」 關於 Omdia Omdia，作為Informa Tech的一部分，是一家專注於科技行業的領先研究和諮詢集團。憑藉對科技市場的深入瞭解，結合切實可行的洞察力，Omdia將賦能企業做出明智的增長決策。要瞭解更多資訊，請訪問 www.omdia.com。 媒体联系人：Fasiha Khan/電話：+44 7503 666806/電子郵箱：fasiha.khan@omdia.com
LONDON, June 20, 2024 /PRNewswire/ -- In the first quarter of 2024, the semiconductor market experienced approximately 2% decline falling to $151.5bn according to Omdia's new Competitive Landscaping Tool. Typically, the first quarter of the year sees a downturn with the market dropping 4.4% by revenue following a strong fourth quarter being driven by seasonal demand. Most segments within the semiconductor market faced declines this quarter. The consumer segment was hit the hardest dropping 10.4% from 4Q23 while the industrial segment dropped 8.5% due to inventory adjustments. Even the automotive segment, which has seen steady growth for years, turned negative with a 5.1% decline in 1Q24. Total semiconductor revenue The drops in these segments were offset by quarterly growth in the data processing division, which increased 3.7%, driven by a continuous high demand for NVIDIA's chips and other AI-related products. NVIDIA maintains its robust growth trajectory expanding its market share by more than two percentage points now representing 14.5% of the total semiconductor market revenue. Despite overtaking the traditional semiconductor leaders, Samsung and Intel who collectively hold 18.6% of the semiconductor market revenue, NVIDIA continues to gain ground. Additionally, with the resurgence of memory growth, SK Hynix and Micron rose in their market share rankings. The automotive sector which initially resisted the industry-wide semiconductor market growth triggered by the COVID-19 pandemic, eventually succumbed to decline but quickly recovered. After 13 consecutive quarters of revenue growth, starting in 3Q20, the automotive segment experienced a slight downturn of 0.6% in 4Q23. However, the decline deepened in further in 1Q24 with a more substantial drop of 5.1% from the previous quarter. This downward trend reflects a broader deceleration in the demand for cars. The growth rate of EVs has tapered off in recent quarters, prompting a recalibration in semiconductor demand. Despite these challenges, the auto semiconductor market remains a promising long-term growth area, poised to climb over the next five years. Omdia's Global Semiconductor Manufacturing Market Tracker (GMMT) and the Pure Play Foundry Tracker (4Q23 reports), find that the combined factory utilizations (IDM + Foundry) reflect the overall trend within the semiconductor industry. After reaching a zenith in semiconductor demand during the COVID era's early stages in 2022, utilization rates plummeted in 2H22 due to substantial softening in demand and record-high inventory levels. Despite semiconductor revenue experiencing growth throughout 2023, fab utilization rates have remained in the low 80% figures. Omdia Chief Analyst Craig Stice said, "Utilization rates began a slight uptick in 2H23 as the market began seeking equilibrium. However, it has yet to materialize as traditional demand patterns have not fully emerged. Demand will continue to improve in 2H24, which should lead to inventory corrections consequently driving up factory utilization rates once again." ABOUT OMDIA Omdia, part of Informa Tech, is a technology research and advisory group. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions. Fasiha Khan Fasiha.khan@omdia.com
SEATTLE, June 20, 2024 /PRNewswire/ -- Nexdata, a leading global provider of AI data services, today announced its latest data solutions for ADAS/AV, Generative AI, Re-ID/Tracking, and Anti-spoofing at the 2024 Computer Vision and Pattern Recognition (CVPR) Conference. Committed to staying up-to-date with industry trends, Nexdata delivers professional and reliable data solutions to address real-world challenges. This commitment is demonstrated through Nexdata's comprehensive offerings at this prestigious event, including off-the-shelf datasets, customization service, and the Data+ annotation platform for various industry scenarios. In the ADAS/AV domain, Nexdata excels in data solutions for in-cabin and outside-cabin multi-sensor fusion perception. Their high-quality training data and smart data labeling platform aid autonomous vehicles in better tackling complex and diverse real-world environments. Notably, for 2D-3D Fusion-Point Cloud Tracking, Nexdata can execute object tracking tasks of 1 million frames per month, showcasing a high delivery capability. Additionally, its annotation platform features a built-in pre-recognition engine that supports human-machine interaction and semi-automatic labeling, increasing labeling efficiency by over 30%. For Generative AI, Nexdata presents datasets for Image Captioning, Supervised Fine-tuning (SFT), and Pre-Training Text. The company also provides copyrighted speech datasets comprising over 1,000,000 hours in 100+ languages and accents, recorded with professional equipment across diverse scenarios. These datasets enhance the performance of clients' ASR, NLP, and TTS technologies, accelerating AI project deployment by up to 5 times while significantly reducing costs and improving efficiency. Additionally, in the areas of Re-ID/Tracking and Anti-spoofing, Nexdata presents diverse datasets and tailored data service to meet clients' needs for face recognition and person re-identification. Furthermore, Nexdata ensures clients receive high-quality and cost-effective ground truth data with its 10+ years of data processing experience, comprehensive project management protocols, and safety and quality control system. Their data solution is trusted by a diverse array of clients across multiple sectors, including Bosch, Meta, NVIDIA, Amazon, and ByteDance. For more information on how Nexdata unleashes the potential of AI through its proven data solutions, please visit: www.nexdata.ai About Nexdata Nexdata provides top-notch training data solutions and serves as your reliable partner. With an extensive array of off-the-shelf datasets and flexible data collection and annotation services, their mission revolves around unleashing AI's full potential and expediting the AI industry's growth. Nexdata firmly believes in the transformative power of AI. At Nexdata, they deliver high-quality data solutions to clients in various industries, including automotive, retail, finance, high-tech, and others, allowing customers' AI initiatives to thrive and benefit humanity.
SEOUL, South Korea, June 19, 2024 /PRNewswire/ -- TelePIX, a leading South Korean space startup, has been honored as a 2024 Technology Pioneer by the World Economic Forum (WEF). This prestigious recognition highlights TelePIX's innovative contributions to the global tech landscape. TelePIX has been named a 2024 Technology Pioneer by the World Economic Forum As a Technology Pioneer, TelePIX will collaborate with other Technology Pioneers and global leaders, providing valuable insights and expertise to WEF's global initiatives. This recognition places TelePIX among an elite group of companies acknowledged for their innovative solutions and potential to address pressing global economic and social challenges. The World Economic Forum, an International Organization for Public-Private Cooperation, hosts the annual Davos Forum, where business leaders, politicians, and journalists gather to discuss critical global issues. Each year, the WEF selects 100 leading tech startups as Technology Pioneers. This year, the focus is on companies making breakthroughs in AI for clean energy solutions, healthcare and biotechnology advancements, and innovations in space and neurotechnology. This year's cohort includes nine pioneering space companies, such as satellite manufacturers and space data firms. TelePIX is proud to be among these distinguished companies. TelePIX specializes in developing high-resolution electro-optic payload solutions using satellite imagery to create new value in various industries. The company has introduced the AI-based satellite, BlueBON, which monitors blue carbon in marine ecosystems. This innovation earned TelePIX the Innovation Award in the 'Human Security for All' category at CES 2024. Additionally, TelePIX provides a commodity supply chain monitoring solution using satellite imagery. In collaboration with NVIDIA, TelePIX developed TetraPLEX, a high-performance AI processor designed for in-space edge computing. TetraPLEX enables efficient, on-the-spot data analysis directly within the satellite, significantly reducing both the time and cost associated with traditional ground-based processing. The processor will undergo an in-orbit demonstration in July, validating its performance and reliability in space. "Satellite data is crucial for understanding our world and will continue to significantly impact the environment, economy, and society," said Seongick Cho, CEO of TelePIX. "We are committed to leveraging our technology to address global problems through collaboration with international leaders. This recognition marks the beginning of TelePIX's journey to become a global leader in spaceborne AI solutions." About TelePIXTelePIX, a member of Global Digital Innovation Network (formerly known as Born2Global Centre), is making big waves in the small satellite scene. Founded in 2019, the company is quickly emerging as a leader in nanosatellite development and satellite imagery data analytics solutions, democratizing access to space and its valuable data. Their advanced technologies unlock a universe of possibilities, from Earth observation and big data analysis to on-orbit AI. Witness the next frontier of space exploration with TelePIX's upcoming launch, as the New Space takes flight.
擴大製造設施旨在將全球液冷機架產能提升至當前每月 1,000 個 AI 超級電腦集群出貨量的兩倍以上 加州聖何塞2024年6月19日 /美通社/ -- Supermicro, Inc.（納斯達克股票代碼：SMCI）是 AI、雲端、儲存及 5G/Edge 全面 IT 解決方案供應商，隨著對液冷資料中心的需求增加，其將在矽谷繼續擴展新的業務版圖。新的設施將成為全新液冷生態系統的一部分，有助縮短全球客戶的交付時間。這些新設施將專注於提供從系統到機架和水塔的全方位隨插即用液冷解決方案。隨著 AI 工廠愈來愈普遍，液冷資料中心對於滿足客戶日益增長的 AI 工作負載需求變得至關重要。液冷資料中心可增加每瓦的 AI 運算效性能，從而提高每個資料中心的效能。此外，與傳統的空冷資料中心相比，新設施可降低耗電量和對環境的影響，縮減高達 40% 的營運成本。 Supermicro 總裁兼行政總裁 Charles Liang 表示：「在液冷技術的加持下，Supermicro 擁有效能最高的 AI 生成深度學習與推理平台及叢集系統。許多資料中心企業正在物色節能的直接液冷解決方案。Supermicro 正在開發適用於 AI 工廠和 HPC 市場的液冷式模塊化解決方案。我們預計未來兩年，液冷資料中心將顯著增長，由歷史上低於 1% 的滲透率提升至預計佔所有資料中心安裝的 15% 到 30%。此次擴張使我們處於有利地位，可取得大部分增長份額。與空冷資料中心相比，新的資料中心將更有效率地運行，可實現近乎零碳足跡，同時隨著時間的推移降低耗電量，從而顯著節省營運成本。」 慾了解更多有關 Supermicro 的模塊化液冷解決方案的更多資訊，請點擊此處 加州聖何塞市長 Matt Mahan 表示：「我們很高興，Supermicro 在聖何塞拓展其業務版圖，樹立了減少資料中心環境影響的典範。Supermicro 是矽谷的最佳代表，持續突破技術和可持續發展界限。」 作為整體解決方案供應商，Supermicro 提供高效且充分發揮液冷解決方案潛能所需的所有元件。從 Supermicro 最佳化冷板、冷卻液分配管 (CDM)、備援冷卻液分配單元 (CDU) 甚至外部冷卻塔，整個點到點解決方案均由 Supermicro 工程師設計和測試，從而產生更高品質的解決方案，使組織更快提高生產力。 許多超微型伺服器均專為高效能 NVIDIA GPU 進行 AI 處理而設計，例如超高密度 4U-8GPU 系統、以 Intel CPU 為基礎的 SYS-421GE-TNHR2-LCC，或以 AMD CPU 為基礎的 AS -4125GS-TNHR2-LCC。此外，許多 Supermicro 伺服器，例如備受客戶支持的 8U-8GPU 系統，以及基於 NVIDIA 的 1U ARS-111GL-NHR-LCC（其中包括 Grace Hopper Superchip）皆可使用液冷解決方案。液冷伺服器包括 8U-20 節點 SuperBlade®，可提供目前最高的 CPU 和 GPU 運算密度。2U-4 節點 Supermicro BigTwin® 和 4U-8 節點 FatTwin® 多節點伺服器已針對液冷進行最佳化，現已在規模化生產。 Supermicro 持續與資料中心營辦商緊密合作，為每個機構和雲服務供應商獨特的高負載工作量提供匹配的合適伺服器技術。其中許多應用程式最佳化的伺服器都是為液冷而設計，從而降低資料中心的整體運行成本。 由於許多客戶缺乏處理資料中心內部液體的經驗，因此需要供應商負責安裝、驗收測試以及未來的維護和保修服務。現場支援至關重要，Supermicro 的服務團隊在液冷部署方面訓練有素和擁有豐富的經驗。 Super Micro Computer, Inc. 簡介 Supermicro（納斯達克股票代碼：SMCI）是全球領先的應用程式最佳化全面 IT 解決方案提供商。Supermicro 在加州聖荷西成立和營運，致力於為企業、雲端、AI 和 5G 電信/邊緣 IT 基礎架構提供業界領先的創新科技。我們是全面 IT 解決方案製造商，提供伺服器、AI、儲存、物聯網、交換器系統、軟件和支援服務。在主機板、電源供應器和機箱設計方面的專業知識，進一步支持了 Supermicro 的研發和生產，使我們能夠為全球客戶提供從雲端到邊緣運算的下一代創新解決方案。我們（在美國、亞洲和荷蘭）內部設計和製造產品，利用全球營運來實現規模和效率，從而務求提高整體擁有成本 (TCO) 和減少對環境的影響（綠色運算）。Server Building Block Solutions® 產品組合，屢獲殊榮。客戶可在多個系統系列中作選擇，從而準確提升工作量和應用程式。這些系統在我們靈活兼可重複使用構建塊上建立，並廣泛支援各外形規格、處理器、記憶體、GPU、儲存、網絡、電源和冷卻解決方案（冷氣機、自然風冷或液冷）。 Supermicro、Server Building Block Solutions 和 We Keep IT Green，均為 Super Micro Computer, Inc. 的商標及/或註冊商標。 所有其他品牌、名稱和商標均為其各自所有者的財產。 SMCI-F
Expanded Manufacturing Footprint is Targeted to Bring Global Liquid-Cooled Rack Capacity to More than Double Today's 1,000 AI SuperClusters Shipped Per Month SAN JOSE, Calif., June 18, 2024 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, continues to expand in Silicon Valley with new campuses as the demand for liquid-cooled data center increases. The new facilities will be part of the new liquid-cooled ecosystem, reducing the time needed to deliver to customers worldwide. These new facilities will focus on delivering entire plug-and-play liquid-cooled solutions, from systems to racks to water towers. With AI factories becoming more prevalent, liquid-cooled data centers are critical to meet these increasing customer demands for AI-focused workloads. Liquid-cooled data centers increase the amount of AI compute performance per watt, resulting in more performance per data center. In addition, electricity consumption and environmental impact are reduced, and operational expenses can be up to 40% lower compared to traditional, air-cooled data centers. "Supermicro has the highest performing generative deep learning and inferencing AI platform and clusters which benefit from liquid-cooled technologies," said Charles Liang, president and CEO of Supermicro. "Many data center owners are looking for electricity saving Direct Liquid-Cooled solutions. Supermicro is developing building block liquid-cooled solutions for AI factories and the HPC market. We anticipate that liquid-cooled data centers will grow from historically less than 1% to an expected 15% and up to 30% of all data center installations in the next two years. This expansion positions us to capture the majority share of that growth. New data centers will run more efficiently, reducing their carbon footprint, and can be virtually free, compared to air-cooled data centers, with significant operational savings realized through lower electricity use over time." To learn more about Supermicro's Building Block liquid cooling solutions, click here "We are thrilled that Supermicro is expanding in San Jose and leading the charge to reduce the impact of data centers," said Matt Mahan, Mayor of San Jose, CA. "Supermicro represents the best of Silicon Valley as a company that continues to push the boundaries of both technology and sustainability." Supermicro, as a total solution provider, supplies all the components needed for an efficient and optimized liquid-cooled solution. From the Supermicro optimized cold plates to the coolant distribution manifolds (CDMs) to the redundant coolant distribution units (CDUs) and even the external cooling tower, the entire end-to-end solution is designed and tested by Supermicro engineers, which results in a higher quality solution, enabling organizations to get more productive sooner. Many Supermicro servers are explicitly designed for high-performance NVIDIA GPUs for AI processing, such as the very high-density 4U-8GPU systems, the Intel CPU-based SYS-421GE-TNHR2-LCC, or the AMD CPU-based AS -4125GS-TNHR2-LCC. In addition, many Supermicro servers, such as the popular 8U-8GPU systems, are liquid-cooled ready, as well as NVIDIA-based 1U ARS-111GL-NHR-LCC, which includes the Grace Hopper Superchip. Liquid-cooled servers include the 8U-20-node SuperBlade®, which provides the highest CPU and GPU computing density available today. The 2U-4 node Supermicro BigTwin® and the 4U-8 node FatTwin® multi-node servers are optimized for liquid cooling and are in high volume production today. Supermicro continues to work closely with data center operators to match the right server technology to the demanding workloads, which are unique to each organization and cloud service provider. Many of these application-optimized servers are designed to be liquid-cooled, which reduces the overall operational cost of the data center. Many customers have limited experience handling liquid inside data centers, requiring vendors to perform the installation and acceptance testing along with future maintenance and warranty service. On-site support is critical, and Supermicro's service organization is highly trained in liquid-cooling deployments. About Super Micro Computer, Inc. Supermicro (NASDAQ: SMCI) is a global leader in Application-Optimized Total IT Solutions. Founded and operating in San Jose, California, Supermicro is committed to delivering first-to-market innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure. We are a Total IT Solutions manufacturer with server, AI, storage, IoT, switch systems, software, and support services. Supermicro's motherboard, power, and chassis design expertise further enable our development and production, enabling next-generation innovation from cloud to edge for our global customers. Our products are designed and manufactured in-house (in the US, Asia, and the Netherlands), leveraging global operations for scale and efficiency and optimized to improve TCO and reduce environmental impact (Green Computing). The award-winning portfolio of Server Building Block Solutions® allows customers to optimize for their exact workload and application by selecting from a broad family of systems built from our flexible and reusable building blocks that support a comprehensive set of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions (air-conditioned, free air cooling or liquid cooling). Supermicro, Server Building Block Solutions, and We Keep IT Green are trademarks and/or registered trademarks of Super Micro Computer, Inc. All other brands, names, and trademarks are the property of their respective owners. SMCI-F
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