AI Server

Server Market Report_1Q25

Mar 03, 2025 | PDF

Server Market Dynamics and Analysis – Worldwide and China Dynamics of CSPs and Server Brands Key Trends in AI Servers and Data Center Markets During 2025 TRI’s View

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

Mar 03, 2025 | PDF

TrendForce indicates that CSPs continue to actively invest in in-house AI ASICs, and the emergence of DeepSeek will further catalyze this trend. Although NVIDIA GPUs remain the mainstream for AI serve...

CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

Mar 03, 2025 | PDF

With the rapid development of AI applications, the deployment of AI servers continues to expand, prompting CSPs and various AI startups to actively invest in in-house ASICs...

NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

Feb 27, 2025 | PDF

TrendForce reports that NVIDIA's data center business revenue exceeded 90% of its total revenue for the first time in FY4Q25, driven by the quarterly ramp-up of the Blackwell platform. St...

YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI

Feb 26, 2025 | PDF

TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing...

YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI

Feb 26, 2025 | PDF

Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...

As NAND Flash Suppliers Actively Cut Product to Address Oversupply, AI-Related Demand and Inventory Reduction Are Expected to Help Boost NAND Flash Prices in 2H25

Feb 13, 2025 | PDF

TrendForce forecasts that despite continued oversupply in 1Q25, the NAND Flash market will see significant improvement in supply-demand dynamics in 2H25, leading to a price rebound. This is driven by...

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

Feb 07, 2025 | PDF

TrendForce forecasts uncertain growth for AI server shipments in 2025, influenced by US export controls, the rise of DeepSeek, and GB rack preparation progress. The base case projects 28% growth; the...

DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

Feb 07, 2025 | PDF

According to the latest supply chain survey by TrendForce, CSPs, OEMs, and other enterprises maintained strong growth momentum for AI servers in 2024...

DeepSeek to Contribute towards CSP Clients’ Growing Demand for AI Infrastructures in 2025 but with Extra Concerns on High-Cost Efficacy

Jan 28, 2025 | PDF

According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...

2025 AI Server Market and Key Supply Chain Dynamics

Jan 24, 2025 | PDF

AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Market for AI Servers Key Takeaways

AI Server Industry Analysis－4Q24

Dec 31, 2024 | PDF

According to the latest research by TrendForce, the global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 13.7M units, with the market value anticipated to hit...

Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

Dec 24, 2024 | PDF

According to the latest research by global market intelligence firm TrendForce, as we move into 4Q24, the demand for consumer products remains weak...

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Dec 13, 2024 | PDF

Content: 1. 2023-2028F Global AI Server Market Supply and Demand Analysis 2. 2023-2028F Forecast for Global AI Server Market 3. Future Trends and Outlook for Key AI Server Supply Chain Development...

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Dec 13, 2024 | PDF

2023-2028F Global AI Server Market Supply and Demand Analysis 2023-2028F Forecast for Global AI Server Market Future Trends and Outlook for Key AI Server Supply Chain Development Key Takeaways