With China's local governments looking to set up data
centers, chip demand for data centers locally is set to surge, according
to industry sources.
Meanwhile, as data center
installations are set to surge in China, the demand outlook for new
applications, such as Big Data, cloud infrastructure and artificial
intelligence (AI), appears promising locally, the sources indicated.
International
chip firms and mobile electronics vendors are seeking cooperation with
China's local governments to be part of the government-led data center
projects. Apple and Qualcomm have both disclosed their participation.
Apple
recently signed an agreement with the government of Guizhou Province to
invest US$1 billion to build a data center to promote its iCloud
service in China. Apple will provide technical know-how for the data
center, which will be operated by the provincial government-backed
Guizhou-Cloud Big Data Industry Development.
Qualcomm
in 2016 reached a deal also with the government of Guizhou Province, and
unveiled a joint venture - the Guizhou Huaxintong Semiconductor
Technology. The JV, which will be 55% owned by the Guizhou provincial
government's investment arm and 45% owned by Qualcomm, will focus on the
design, development and sale of advanced server chipset technology in
China.
Many chip vendors are also gearing up to break
into the supply chain of data centers set up in China, as they
anticipate China will play a driver of the server and other related chip
market growth in the next several years, according to industry sources.
Those include Avago, Intel, AMD, ARM, Marvell and Socionext, and
Taiwan-based MediaTek, Aspeed, Nuvoton, Parade and Phison.
http://www.digitimes.com/news/a20170719PD207.html
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