Amazon AWS Raises Forecast for Third-Quarter ASIC Server Shipments

Amazon AWS Raises Forecast for Third-Quarter ASIC Server Shipments

2026-07-06 15:19

According to relevant sources, Amazon AWS has revised its Q3 ASIC server shipment forecast upward by 20% to 30% from the original plan. This adjustment reflects AWS's optimistic outlook on the prospects of the Trainium3 chip.

Server motherboards and other components based on the Trainium3 have been in shipment since May. The industry is also closely watching whether AWS will accelerate the launch of Trainium4 if this momentum continues.

Disclaimer: Contains third-party opinions, does not constitute financial advice

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