Highlights of the day: Server chip vendors ready for boom

DIGITIMES staff

For IT firms, the PC segment isn't attractive anymore, but servers are a different story. The server market has slowed down in 2019, but growth momentum is expected to resume in 2020. Suppliers of chips for severs are set to enjoy a boom in shipments. But for PC vendors, the weakening demand for gaming devices mean they have to look elsewhere for growth. Asustek is turning to AIoT, ready to spend big on investments in and acquisitions of related businesses, while MSI is eyeing Creator PCs.

Peripheral server chips vendors gaining from datacenter demand: As web giants in the US and China have gradually reactivated construction of datacenters since the start of the fourth quarter of 2019, the global server market is on track to renew growth in 2020, providing bright shipment prospect for Taiwan-based vendors of peripheral chip solutions, according to industry sources.

Asustek, MSI seeking new growth from AIoT and Creator PCs: With gaming PC demand slowing down, Asustek Computer and Micro-Star International (MSI) are both looking for new sales and profit growths from emerging sectors such as Creator PC and AIoT, to offset their weakening gaming PC businesses, according to industry sources.