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Data centres is one of the themes that will have a significant impact on semiconductor companies. Credit: Gorodenkoff/Shutterstock.com.
The future of the semiconductors industry will be shaped by a range of disruptive themes, with data centres being one of the themes that will have a significant impact on semiconductors companies.
A data centre is a facility used to house computer systems and associated networking equipment to capture, store, analyse, and re-transmit data.
Covid-19 lockdowns stimulated extra demand for cloud services and extended IT infrastructure. According to Synergy Research, Microsoft, Amazon, and Google account for over half the world’s 600 hyperscale data centres. Apple, Alibaba, and Tencent follow them. The latter pair are under pressure from Beijing to expand their global data centre capacity to boost their cloud services. A major build-out of hyperscale data centres is underway, with the global base expected to increase significantly by 2025, calling for a lot more silicon infrastructure.
Over the next few years, new massively parallel processor chips will arrive to help speed up data centre throughput. At the top of the agenda is developing lower power draw server and networking chips. Arm-based processors will make inroads here. By 2025, multifunctional SoCs and 3D packages of chips will be meeting that agenda.
However, not all companies are equal when it comes to their capabilities and investments in the key themes that matter most to their industry. Understanding how companies are positioned and ranked in the most important themes can be a key leading indicator of their future earnings potential and relative competitive position.
According to GlobalData’s thematic research report, Data Centers, leading adopters include: ASML, Amazon, Tesla, Alibaba, NVIDIA,…
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