Chip orders for servers and datacenters have started picking up, according to sources at Taiwan-based IC design houses, which expect the orders pull-in momentum to carry on through the first half of 2022.

IC design houses including MediaTek, Aspeed, Realtek Semiconductor, Parade Technologies and ASMedia Technology expect their chip orders from server clients to rise in the third quarter.

Since Europe and North America have gradually put the COVID-19 pandemic under control, local cloud computing datacenter operators have been expanding their chip orders since early 2021, optimistic about possible surging demand during the post-pandemic period.

Several datacenter operators reportedly are already planning to further raise their orders for the second half of 2021.

New server CPUs from Intel and AMD are also expected to stimulate upgrade and replacement demand in 2021.

By DIGITIMES