 So we hear the KVM here in Taipei and who are you? My name is Hoshino. I'm in charge of server planning in Gigabyte. So right here we have the latest Thunder X2 solution from Gigabyte. So how soon is this ready? Yeah, that's a very good solution and I think it's the best solution, ARM solution in this year. And we are now put a lot of engineering resource on that. And I think we will launch this amazing solution with KVM together in the end of this year. Because you've been working on previous generations Thunder X also. You have products out there. What are the customers that use Thunder X, the first generation? Yeah, that's a history story. In Gigabyte we have an experience of server developing around 17 years. And just four years ago we started to focus on ARM servers and we are the pioneer of our market. And the first solution we developed the ARM 64 solution with APM, a Pramico. And they are more focused on the entry servers use the one socket solution. And the second solution we developed is the Thunder X and almost more than three years ago. And we do the CRB developing with KVM and launch the mass production version and product in last year. And we are targeting the mainstream, something like cloud and data center and storage market and use a Thunder X solution. So this one for example has a whole bunch of hardware slots. Can you describe what is this? This is a prototype development. What is this? Yeah, for the Thunder X 2 solution that's the new solution, not mass production yet. And we start to develop this solution in last years. And that's a total different solution from the Thunder X 1. Because the CPU performance will be much higher. And in the Thunder X 1 generation we just used the standard form factor in generally purpose server chases. But for Thunder X 2 it's different. You can see this motherboard, it's not a standard form factor. It's an optimized form factor. Optimized? Optimized, yeah. You can see with this optimized design we can support much more higher performance and the spake in this 2U form factor. Like the rear IO side you can see we can support two OCP. Two OCP? Two OCP add-on card here. One and two. So what did those do? It can support OCP add-on card. Like if you want to increase some land spake, even the race spake, we have the OCP card to support the function. And also we developed this kind of riser with the optimized design. Riser card. Here's the riser card. Insert to the proprietary slot on the motherboard. And can transfer the PCIe signal upside to the riser card slot. And thanks to this kind of design we can support total eight add-on card in the rear IO. Eight? It's very high. Eight. Two OCP and eight add-on cards. And this is something you've never been able to do before? Yeah, this is the first generation to do this kind of very high spake rear IO spake. And thanks for Cavian's new solution. They provide more PCIe lens. Yeah. Yeah, PCIe lens. Yeah, sorry. Just you can sit and come closer. Yeah. Yeah, come closer so I can hear you. Okay. So thanks for the new spake for SoundX2. They will provide more PCIe lens. So, you know, that's a trend of server market. More and more PCIe device will be used for server. And for this design we must have the many PCIe lens to support riser. Then we can make this kind of optimized design. And the trick, without saying too much about all the details about the chip, is that they put more and more and more on the SOC, right? Yeah. So that allows you to do more innovation out here, right? To do something else. Yeah. The SOC is a very good design for us. As a very great man, the Song Sun from SoftBank, their story said when Song Sun said the first SOC, he cried because it's amazing design. And we also think so because if the traditional Xeon 86 architecture, you need a CPU, you need a PCH, and you need a LAN chipset to do all the functions. But the SOC will integrate a lot of functions inside one CPU. And even the TDP is good and the performance is good. And for the SoundX2, they also use this SOC architecture. But this time the performance is really good. And now we are focused on, they will have two types. One is the, like this one is the socket type. And also they maybe have the mounting type SOC chipset for SoundX2. And so thanks for this design, we can have a lot of spake on the motherboard because you just have to put the CPU and the CPU can make all the functions work. With the KVM, they have dual socket. That's imperative, the industry need this, right? So why do they need dual socket? Yeah, that's a very good point because the dual socket will be the biggest market share in the server market. And as you know, until currently today, most servers use Intel solutions, the O86 solution. And inside the Intel solution, the biggest market or around more than 17% share is from the dual socket solution. So that means dual socket solution is the biggest market share in the server market. And many cloud customers, enterprise customers, they need a performance from dual socket because one socket just have the one performance, but dual socket will double. So dual socket will be the mainstream server solution. And for ARM 64 solution like AMD, APM and other companies, they just developing the single socket. It's for the entry server. But for the mainstream, the biggest share of the market, it must use the dual socket. This is the standard size for the mainstream server and you always fit two in here. Yeah. You cannot fit three, four or five or something. Some special case maybe use three, four, five, but three, four, five will not change the market. And also three, four, five usually use some for some special case. It's not for mainstream because it's too much performance for enterprise and cloud use. And there's a lot of RAM in here. That's important, right? Yeah. You want to have lots of RAM very close to the SoC? Yeah. That's very important spake for servers because as you know, current servers need more and more memory caching. And in Thunder X2, they also provide more memory deems and more memory channels, more than the Intel grant generation and also more than their current generation Thunder X. So that's a very good point for the Thunder X2. I think it's also the sales point of Thunder X2. So hopefully the performance will be huge and they will announce more and more later about performance. But if it's the right performance, that means this is just one of the first prototypes you have. But maybe you'll have one customer contact you say, we want this, this, this. And you make special for them, make another one for somebody else. There's many possibilities, right? Yeah. So first, the socket of the CPU of Thunder X2, it's very good performance. It's really powerful. But you see there's the socket type. So Thunder X2 provides not only one CPU, they have a lot of different SKU for different needs. And this is a very good point. And one more thing is in our server design, because we are the main player of server market, so we have experience for different needs for the server design. So if customer, currently you just see an engineer sample of just one SKU, if customer want to have different spake and different use for the server, we can change like backplane design, we can change motherboard design, even we can change some accessory to support different customer needs. And also it's very flexible design. We use common design from 1U to U, like this servers. So customer, if use 1U to U, they will have the same motherboard. And we just change the thermal solution and we also provide different storage spake for customers. How many, has a whole bunch there? Yeah. But it can be different. So it will be the mainstream like 2U storage because it have 24 2.5 hard disk here. And some more over there? Yep. And also in the rear side, we provide additional 2 hard disk, 2.5 hard disk. So it's very good solution for the storage. And we also provide 3.5, 12 3.5 hard disk into U. And for 1U, we provide 10 2.5 and 4 3.5 hard disk. And what is that over there? Can you bring this over? That's fan air duct. We call it air duct because you see that's the very special one. Usually 2U, you just use the 2U high heatsink, it's enough for thermal. But why we choose it's very cool design for the air duct because this air duct is specially for GPU, GPU-GPU solution. You know, in this servers, you can use it as a traditional enterprise or cloud server. But it's also can target HPC market. As SoundX2 also this CPU target HPC market. And with this, but many customer in server, they also use AMD solution, GPU-GPU car or NVIDIA solution use the GPU-GPU car. It's the special design, but for the standard server, we also provide this availability. Because like these 2 riser car, 2 slots can support 1 GPU car. That means if you want to use 2 GPU car in this place, then this server can support 2 GPU car. And we can got another modified design, not with the storage. Here will be the 2 slot of the form factor for high, half length. Then this server totally can support max 3 GPU cards. So the GPU works well with the ThunderX? ThunderX1, the GPU solution just under developing. For the SoundX2, we are now co-working with AMD and NVIDIA side to think about their new generation GPU-GPU card. And this air duct is specially for GPU-GPU car. Because you know, 1 GPU-GPU car of today's market, it's around 300W. So it's very high TDP in server. So we need special air duct to make the thermal solution smooth. So maybe you can sit down again. Just to have some idea, this can be optimized for storage. And if you optimize for storage, you can have more hard disk. It's still going to be in this area. Yeah, for storage, this is the massive SKU. So total 26 hard disk will be the maximum storage availability of the 2U servers. So you know, we have different chassis and different SKU for current Intel solution. So 2U, the maximum will be 26. But also if you want to, many customers want to, more storage hard disk. Then in that case, we also can provide like 4U or other solution to meet the needs. So we need to change it. Cold storage, for more cold storage is possible. Is ARM not perfect for cold, super cold storage? I think SoundX2 is not for cold storage solution. It's much powerful, much more powerful than cold storage. Because cold storage customers usually want low-coast and not very powerful performance and stable function only. And then there's all these other solutions. If there's no GPU, what other things can go in there in the back? Is more networking, security, some acceleration of something? Yeah, it depends on customer's needs. Because you know, today more and more customers like Telecom company and Cloud company, they want to have more LAN function. And some customers, because today 10Ghz SAP Press and 10Ghz base P maybe not enough. So from next year, 25Ghz SAP Press, even the 15GBhz SAP Press and 100GBhz by will be the trend of the market. And that will just be added with one of those? Yeah, you can add an add-on card to support that. And one more thing is, Cavian have their own solution. It's called Qlogic. Cavian buy Qlogic last year. So Cavian have their own new solution. It's called Qlogic Arrowhand. It can support 25GBhz SAP Press and 50GBhz SAP Press and 100GBhz SAP Press. So it's very powerful. And also, if you use Avago's area side add-on card, you can use our system to provide the Ray function for the storage. Like Software Ray, Smart HBA and Highway Ray also can be provided with this add-on card from area side side chipset. So how about the high performance scientific computing like the CERN and stuff like that? Is this good for them? Yeah, for HPC as I talked. So first, their CPUs is very powerful. Currently, one more people talk about AI and machine learning, deep learning. So machine learning and deep learning also have two different categories. Only use CPU, they can use some HPC and basic AI function. But if you want to have deep learning, you must have a GPU in servers. So these servers can support both. And for some HPC storage, now they also use the function on end of spec. It's called NVMe. And you know more and more guys use NVMe and use SSD. The performance were much higher than currently assessed 12GB solution. So like this kind of all high performance function we have already considered and planned into the same chassis in the same architecture. Customer can choose this kind of function in our servers. So I can imagine that your job must be quite exciting to work on the ARM solutions because it gives new creativity, new... This must be fun, right? You can say, hey, let's do something different and you can just do it. Yeah, we are very exciting this year because Caviar make amazing solution for Sundex too. And the real market is coming this year because not only the hardware side, we also co-work with some ecosystem partners like Redhead, Suisse, and Nero and to make the ecosystem enough for the server solution. Because you know currently customer will not just choose a hard way. It's just only a hard way. You cannot do your application on just a hard way. You need software and OS, all things ready. And for Sundex 1, the ecosystem is due some bottleneck of the ARM solution. But for these years, we just talk with our ecosystem partners. They tell us the time is coming because the ecosystem of OS and BIOS and hard way and the component will be completed in this year. So it's not only a hard way, not only a chipset ready in this year. All the ecosystem will be ready. So we will make a new solution for customers. We can provide the second alternative of server solution. It's not only a Zeon 86 solution. So ARM 64 solution will be much powerful in this year. And we are very hope we will be the pioneer of this market. We can win more needs. And the real solution will be completed in this year. And the samples shipping very, very soon. And then the mass production is before the end of the year. Yeah. So for the timing, I cannot tell the detail. But the first thing, we do both Cavian Sundex to CRB and our own version servers. And for CRB 1, it will be early developing. And it will be ready, maybe just in Q2 or Q3. And for the Sundex 2, we also want to make all our own production before the end of this year. And I think Cavian, if Cavian decide to make all the things ready, they will launch the CPU before the end of this year also. So we want to launch this amazing solution in this year. And there's a lot of cloud companies, but many, many potential customers all over the world. So hopefully you're going to get very busy. Yeah. We are very busy now because from big customers and from small car company and the users, we have a lot of different needs. And they all want to got the sample to testing and to make sure the Sundex 2 is an amazing solution. And if they tested this system and found that competitive compared to Intel solution, I think it's a very big business chance for us to make our solution into the mainstream market.