Due to US tariffs, the tech industry faces rising costs and weak demand, but AI server demand drives high-end MLCC growth, with suppliers focusing on high-tech applications.
Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth...
Global cloud data centers rapidly adopt liquid cooling as the standard for AI server cooling, driving supply chain growth.
The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a signi...
This report examines the development trends of optical networks under the dual drivers of high-speed communications and AI applications, covering technology evolution, application scenarios, and shift...
US policy shifts ease chip export bans, boosting AI server shipments growth; major tech firms expand AI data centers globally.
Cloud data center expansions drive upgrades in power and cooling supply chains. BBU lithium batteries and liquid cooling are key trends, offering growth opportunities for related suppliers.
AI orders drive high-end MLCC utilization, but tariff-driven early shipments soften mobile & laptop demand. U.S. tariffs pressure supply chains, and squeezing profits.
This issue highlights server ODMs, CPUs, GPUs, and key changes in the thermal supply chain. AI servers are the focus, CSPs keep ordering, ODMs prep for new platforms, Meta and Google push in-house CPU...
The smartphone market shows weak third-quarter demand with cautious stocking; trade and geopolitical stability boost confidence, while AI-related orders drive growth amid cautious supply management.
North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI ser...
As power consumption and thermal density in AI servers soar, traditional air-cooling methods are increasingly inadequate when it comes to meeting the demand of high-performance computing (HPC). Liquid...
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs ca...
As 2025 progresses, CSPs continue to build out AI infrastructure, with Meta driving growth in the demand for the B300 and GB300...
"TrendForce reports that NVIDIA announced plans at Computex 2025 to expand investments and strengthen AI server supply chain cooperation in Taiwan, including building AI supercomputers, expan...
