U.S. export restrictions may pose challenges for Inspur’s server market leadership in the long term.
March 31, 2023
Key Takeaways:
- US government's export restrictions against Inspur may cause minimal supply chain impact in the near term, as Inspur's high inventory and positive outlook for server demand recovery in China may mitigate the impact.
- However, the restrictions may have long-term consequences, with Inspur's dominance in the server and AI systems market potentially being replaced by H3C and Lenovo.
- Inspur may focus on ODM-direct services for Chinese clients and continue to work with Alibaba and Baidu in delivering custom-silicon servers.
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Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
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