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According to Taiwan Electronic Times, sources said that Amazon AWS has raised its ASIC server shipment forecast for the third quarter by 20% to 30% compared with the original plan,

2026-07-06·newswire-us-stock-073001
According to Taiwan Electronic Times, sources said that Amazon AWS has raised its ASIC server shipment forecast for the third quarter by 20% to 30% compared with the original plan, indicating that it is optimistic about Trainium 3 chips.

According to Taiwan Electronic Times, sources said that Amazon AWS has raised its ASIC server shipment forecast for the third quarter by 20% to 30% compared with the original plan, indicating that it is optimistic about Trainium3 chips. The industry is watching whether AWS will accelerate the rollout of Trainium 4 due to its strong momentum.

Trainium3-based server motherboards and other components began shipping in May.

#Stocks #Amazon #Semiconductors

Full text

According to Taiwan Electronic Times, sources said that Amazon AWS has raised its ASIC server shipment forecast for the third quarter by 20% to 30% compared with the original plan, indicating that it is optimistic about Trainium 3 chips

According to Taiwan Electronic Times, sources said that Amazon AWS has raised its ASIC server shipment forecast for the third quarter by 20% to 30% compared with the original plan, indicating that it is optimistic about Trainium3 chips. The industry is watching whether AWS will accelerate the rollout of Trainium 4 due to its strong momentum. Trainium3-based server motherboards and other components began shipping in May.

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