Strong CSP capex fuels steady AI server growth as cloud giants expand GPU rack orders and self-developed chip programs.
Intel 18A yield beats plan, 14A wins Tesla. Niche logic with EMIB/Foveros and PowerVia could reshape foundry race.
NA CSPs raised Capex sharply, cementing AI infra as core strategy and powering AI server and data center growth.
Looking ahead to 2026, major global CSPs are significantly increasing capital expenditures on AI infrastructure, focusing on high-density GPU racks and self-developed ASICs to optimize costs. North Am...
Microsoft and Meta are accelerating AI infrastructure. Microsoft balances capacity constraints via leasing, trading margins for growth. Meanwhile, Meta shifts to an aggressive strategy, leveraging rap...
This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
Server DRAM prices (DDR4 & DDR5) saw further gains in August 2025, propelled by robust CSP demand and supply issues. Order visibility now extends to Q4, anticipating continued price increases...
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...
Cloud giants accelerate self-developed AI ASICs, boosting market scale and projects. Driven by internal needs and geopolitics, ASIC share will rise, with next-gen ASICs from major cloud providers expe...
Global market intelligence firm TrendForce reports that the strong demand for AI servers and related infrastructure from major CSPs such as Microsoft and AWS continues to propel the growth of NVIDIA’s...
Fueled by supportive government policies, the development focus of quantum technology has rapidly shifted from the field of quantum computing (QC) to include the fields of quantum communication (QComm...
Mobile Devices Flourish in 2012; Apple, Google, Microsoft Lead the Craze...
