Datacenter Market Insights, Part 2 – ODM Direct

shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 Datacenter Market Insights, Part 2 – ODM Direct shuinu9870 更多一手调研纪要和研报数据加V： 3Q ODM direct shipments were up 2% q/q, with Wiwynn's unit share increasing the most. GB200 remains on track to ramp more meaningfully from mid-Feb. Stock-wise, we prefer Hon Hai/ FII, Wiwynn, Wistron and Quanta. Global ODM direct server shipments were 1.33mn in 3Q24 (+2% q/q, +16% y/y): This accounted for 36.4% of global server shipments of 3.7mn units (+1% q/q, +19% y/y), up from 36.0% in 2Q2 ...