Dynamics in the AI server supply chain

The sector of servers dedicated to artificial intelligence is experiencing a phase of transformation, with the supply chain showing conflicting signals. In particular, PCB (Printed Circuit Board) and CCL (Copper Clad Laminate) manufacturers are in a leading position, driving market growth.

Divergences between ASIC and testing

At the same time, significant divergences are recorded in the production of ASICs (Application-Specific Integrated Circuit) and in testing procedures. These discrepancies may reflect the challenges related to the increasing complexity of AI systems and the need to ensure high standards of quality and reliability.