2025-12-08 02:30Summary of AWS Trainium3 UltraServer Conference Call Industry Overview - Industry: Global Technology, specifically focusing on AI Supply Chain and Hardware related to AWS Trainium3 UltraServer Key Points and Arguments 1. Launch of Trainium3 UltraServer: AWS introduced the Trainium3 UltraServer at the re:Invent 2025 keynote, highlighting its advanced server system architecture [1][7] 2. Performance Improvements: The Trainium3 UltraServers, powered by new Trainium3 chips, offer 3x higher throughput per chip and 4x faster response times compared to the previous generation, Trainium2 [2][7] 3. Energy Efficiency: Trainium3 chips provide 40% more energy savings than earlier models, which is significant for large-scale deployments [2][7] 4. Volume Shipments Timeline: Volume shipments of Trainium3 server PCBs and racks are expected to begin in Q2 2026 and Q3 2026, respectively [3][7] 5. Architecture Changes: The new server architecture integrates multiple Trainium3 chips and a Graviton CPU in a single compute tray, differing from the previous generation's design [4][7] 6. Future Developments: AWS is already planning the next-generation Trainium4 chips, which will be built on TSMC's 2nm technology and are expected to be available in late 2027 [5][7] 7. Key Beneficiaries: Companies benefiting from the Trainium3 UltraServer include GCE, Wiwynn, Accton, King Slide, AVC, BizLink, and Delta [1][6][7] 8. Revenue Projections for Wiwynn: Wiwynn is projected to generate at least NT$300 billion in revenue from Trainium3 based on an estimated production of 1.2 million chips in CY26 [13][7] 9. Gold Circuit PCB Contribution: Gold Circuit is expected to maintain a 60% market share for Trainium3 PCBs, with revenue contributions projected between NT$13.5 billion and NT$17.6 billion [16][7] Additional Important Information - Market Dynamics: The introduction of Trainium3 is expected to significantly impact the AI hardware supply chain, with various companies positioned to benefit from increased demand for high-performance computing solutions [1][6][7] - Sensitivity Analysis: Detailed sensitivity analyses for revenue contributions from both Wiwynn and Gold Circuit highlight the potential financial impact of Trainium3 on these companies [13][16][7] - Technological Integration: Trainium4 will support NVIDIA NVLink Fusion technology, indicating a trend towards more integrated and high-performance computing solutions [5][7] This summary encapsulates the critical insights from the conference call regarding AWS's advancements in AI hardware and the implications for the associated supply chain.