AI服务器需求增长,但AI服务器厂商的毛利率存在压力,ODM厂商毛利率更是偏低。 AI计算需求增长下,服务器市场格局正在发生改变,让消费电子领域的代工厂商富士康成为最大的服务器厂商。 市场研究机构Omdia今日发布数据称,富士康2024年的ODM(原始设计制造商)直销业务增长,预计富士康将成为全球最大的服务器供应商。该机构称,这将是2018年戴尔从HPE手中夺下第一名后,首次有非美国公司...
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