MSI preparing to deliver 10 million motherboards by 2025, as reported, amidst careful AI tactics; historic achievement, similar to Gigabyte's record if successful.
MSI, a leading technology company, is charting a steady, resilient course through shifting market tides. The company's strategic expansion plans are part of a calculated growth strategy across its hardware business.
MSI's enterprise-grade AI platforms are making waves in the industry. These platforms centre on two key modular server product lines designed for scalable AI and cloud infrastructure: the DC-MHS series and the NVIDIA MGX-based GPU servers.
The DC-MHS platforms are built around AMD EPYC™ 9005 or Intel Xeon 6 processors. These servers target hyperscale and cloud environments, providing high memory bandwidth, compute performance, and modularity to meet data-intensive and parallel processing workloads. They feature OCP-compliant DC-SCM2 management modules, enabling cross-vendor interoperability and efficient serviceability, designed for scalable, energy-efficient cloud infrastructure.
The MGX-based servers, such as the CG480-S5063 model, are highly optimized for AI workloads like large language model (LLM) training and inference. These servers support multiple NVIDIA GPUs, offer up to 32 DDR5 DIMM slots, and advanced storage options with PCIe 5.0 NVMe bays for managing data-intensive AI applications with both flexibility and performance.
MSI's strategy for these platforms emphasizes open, modular, and workload-optimized infrastructure consistent with OCP (Open Compute Project) standards. Though MSI is relatively cautious compared to rivals in aggressively pushing AI servers, it is steadily expanding its AI platform shipments and incorporating NVIDIA MGX and its DGX Spark supercomputer deployments into enterprise-grade solutions.
As MSI expands its AI infrastructure capabilities, it is also focusing on traditional strengths such as motherboards, graphics cards, and notebooks. The company is projected to ship over 10 million motherboards in 2025, a first for the company and matching Gigabyte. MSI's notebook shipments are forecast to reach around 2.55 million units this year, up 5-6% year-on-year, with the increase in demand attributed to strong demand for boards built around AMD's X870 and Intel's Z890 chipsets.
In addition, MSI plans to expand its manufacturing footprint with new facilities in Vietnam, Thailand, California, and Europe. The new facilities will focus on scaling notebook, desktop, and server assembly to support broader growth. MSI's motherboards are noted for their crowd-pleasing thermal designs and aesthetics across product lines, and its higher-end models offer flagship quality at a lower price point.
MSI's strategy aims to support both tariff-sensitive consumer markets and longer-term enterprise ambitions without compromising either segment. The company is cautiously building out AI server credibility, and while it is not heavily involved in the AI server race compared to competitors Asus and ASRock, it is positioning itself as an emerging but thoughtful player in enterprise AI infrastructure.
In summary, MSI's strategic expansion plans, coupled with its enterprise-grade AI platforms, provide organizations with high-performance, modular, and scalable systems for AI and cloud workloads. The company's measured rollout approach ensures stable, workload-optimized solutions, positioning MSI as a reliable player in the technology industry.
The enterprise-grade AI platforms from MSI, built on OCP standards, are designed to offer high-performance solutions for AI and cloud workloads, such as the DC-MHS series and NVIDIA MGX-based GPU servers. MSI's strategy also includes the continued development of traditional gadgets, like motherboards, graphics cards, and notebooks, with a predicted shipment of over 10 million motherboards in 2025.
As MSI grows its manufacturing footprint with new facilities, it aims to support both consumer markets and enterprise ambitions, while building out its AI server credibility, placing it as an emerging player in artificial intelligence technology.
