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CFM Report - Memory Industry Monthly Update - May 2026
Home > Newsflash

AWS Reportedly Boosts ASIC Server Shipments

By: M 7 hours ago

According to media reports, AWS has notified relevant supply chain suppliers that it will increase shipment volumes for the third quarter of 2026, with projected increases of 20% to 30% above originally planned volumes. This suggests that AWS is optimistic about the sales outlook for its Trainium 3 chips.

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