| dc.contributor.advisor | 吳文傑 | zh_TW |
| dc.contributor.advisor | Jack Wu | en_US |
| dc.contributor.author (Authors) | 王博文 | zh_TW |
| dc.contributor.author (Authors) | Wang, Po-Wen | en_US |
| dc.creator (作者) | 王博文 | zh_TW |
| dc.creator (作者) | Wang, Po-Wen | en_US |
| dc.date (日期) | 2024 | en_US |
| dc.date.accessioned | 5-Aug-2024 13:45:44 (UTC+8) | - |
| dc.date.available | 5-Aug-2024 13:45:44 (UTC+8) | - |
| dc.date.issued (上傳時間) | 5-Aug-2024 13:45:44 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0110933016 | en_US |
| dc.identifier.uri (URI) | https://nccur.lib.nccu.edu.tw/handle/140.119/152739 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 國際經營管理英語碩士學位學程(IMBA) | zh_TW |
| dc.description (描述) | 110933016 | zh_TW |
| dc.description.abstract (摘要) | 本文總結了伺服器產業的過去、現在和未來趨勢。我目前的工作與伺服器產業高度相關，並且因為我的工作，我能夠從Hyperscalers、OMD、OEM以及主要IC組件供應商（CPU、GPU、BMC、Memory、 ETC…）。本論文的主題包括伺服器展望、伺服器市場趨勢、挑戰、機會、案例研究和未來展望。
所有數據和資訊均來自Hyperscalers、OMD、OEM、主要IC組件供應商以及國際知名研究機構（IDC、Gartner、Digitimes、TrendForce、摩根士丹利等）。從我的觀察和收集的數據來看，由於人工智慧伺服器需求的出現，伺服器產業正在轉變為一個新的生態系統，競爭力正在重新洗牌。
總而言之，本文將引導您更了解伺服器產業現狀、趨勢以及晶片製造商和超大規模企業如何應對當前供應鏈挑戰的策略。 | zh_TW |
| dc.description.abstract (摘要) | This thesis summarizes the past, current, and future trend in the server industry. My current job is highly related to server industry, and because of my job, I am able to glimpse into the technology trend and supply chain status from Hyperscalers, OMDs, OEMs, and major IC component vendors (CPU, GPU, BMC, Memory, etc…). This thesis will cover topics including server outlook, server market trend, challenges, opportunities, case study, and future outlook.
All the data and information were collected from Hyperscalers, OMDs, OEMs, major IC component vendors, and internationally renowned research institute (IDC, Gartner, Digitimes, TrendForce, Morgan Stanley, etc…). From my observation and the data I collected, I am seeing server industry is transforming into a new ecosystem and competitiveness is being reshuffled because of the emerging of AI server demand.
In conclusion, this thesis will lead you to better understand the server industry status, trend and how chip makers and Hyperscalers’s strategy to fit in the current supply chain challenges. | en_US |
| dc.description.tableofcontents | 1. Introduction 1
2. Server Industry Outlook 3
2.1. History and Evolution 5
2.2. Current State of The Server Industry 10
3. Server Market Trend 13
3.1. Technoligical Advancements 13
3.2. AI and Machine Learning 27
3.3. Sustainability and Energy Efficieny 35
4. Challenges and Opportunities 39
4.1. Supply Chain 39
4.2. Geopolitical and Geographical Uncertainties 48
4.3. Energy Crisis 53
5. Conclusion 57
6. Reference 61 | zh_TW |
| dc.format.extent | 7825380 bytes | - |
| dc.format.mimetype | application/pdf | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0110933016 | en_US |
| dc.subject (關鍵詞) | 伺服器 | zh_TW |
| dc.subject (關鍵詞) | 亞馬遜網路服務 | zh_TW |
| dc.subject (關鍵詞) | 超微 | zh_TW |
| dc.subject (關鍵詞) | Server | en_US |
| dc.subject (關鍵詞) | AWS | en_US |
| dc.subject (關鍵詞) | AMD | en_US |
| dc.title (題名) | 伺服器產業供應鏈面臨的危機和因應的策略 | zh_TW |
| dc.title (題名) | Challenges and Response Strategies in the Server Industry Supply Chain | en_US |
| dc.type (資料類型) | thesis | en_US |
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28. ISO/IEC 30134-2, First edition 2016-04-15
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38. The Ojo-Yoshida Report, Everyone Hates ASIC, But Hyperscalers Want Them
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51. Cooling Accounts for Nearly Half of Data Center Power Load
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