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AI Server Industry Analysis-2Q26 | TrendForce

AI Server Industry Analysis-2Q26

Jul 03, 2026 | PDF

AI chip demand surges in 2026, with high-end GPUs dominating. NVIDIA leads, ASICs gain share, liquid cooling expands, and AI server value hits record highs.

2026 China AI Chip Industry: Opportunities and Challenges for Domestic Substitution Amid Geopolitical Risk | TrendForce

2026 China AI Chip Industry: Opportunities and Challenges for Domestic Substitution Amid Geopolitical Risk

Jun 26, 2026 | PDF

The AI industry entered a critical transition period in 2025, marked by the rapid expansion of LLMs and the large-scale commercialization of AI applications. For China’s semiconductor industry, this r...

DeepSeek-V4: China's AI Hardware-Software Co-Design Strategy | TrendForce

DeepSeek-V4: China's AI Hardware-Software Co-Design Strategy

May 08, 2026 | PDF

As technical iteration narrows the capability gap between models, Chinese open-source models are expanding their global presence by compensating weaker hardware with software optimization and scale. U...

Server Market Bulletin - Apr. 23, 2026 | TrendForce

Server Market Bulletin - Apr. 23, 2026

Apr 23, 2026 | PDF

Global CSPs expand AI infrastructure investment, with Google and Microsoft leading on TPU and GPU racks while Chinese peers diversify amid geopolitical constraints.

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future | TrendForce

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

May 28, 2025 | PDF

"According to TrendForce’s latest report, in response to new US export restrictions, NVIDIA plans to launch a downgraded version of the RTX PRO 6000 for the Chinese market, featuring GDDR7 DR...

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025 | TrendForce

NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

May 05, 2025 | PDF

"According to the latest supply chain survey from TrendForce, new US export regulations starting in April 2025 will require licenses for exporting semiconductor chips like NVIDIA H20 and AMD...

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