Global server shipment forecast and industry analysis, 2022
Introduction
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Semiconductor manufacturing is one of the dominant sources of carbon emissions. Vast amounts of power are required to manufacture the chips. Most discussion about the methods to limit global warming focuses on reducing the emission of greenhouse gas (GHG). How do leading chip makers boost their sustainability and minimize the climate impact at the same time?
AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and server brands began finding that solutions from the number-2 maker growing superior to those of the long-time leader, according to Frank Kung, DIGITIMES Research analyst focusing primarily on the server industry, who anticipates that AMD's share will well stand above 20% in 2023, while Arm will get 8%.
As the US rallies Japan and the Netherlands to tighten up semiconductor export controls against China, the world has been trying to estimate the extent of damage done to the Chinese semiconductor industry, especially to China's leading foundry Semiconductor Manufacturing International Corp. (SMIC)