Domestic chip server large-scale bidding, operator centralized procurement to stimulate demand
China Telecom released the tender for centralized procurement of servers in 2023, with a procurement demand of 56,314 units, including 11,185 H-series units, which refer to processors whose CPU type is Kunpeng 920 series or Sugon Haiguang series. Huachuang Securities pointed out that China Mobile has previously announced that the demand for centralized procurement of servers in 2023 is 138,272 units, refreshing the largest single bidding scale; China Unicom has also released a special test before the centralized procurement in 2023, and the procurement plan has been clarified. This year is a big year for centralized procurement by operators, which…