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According to the latest research by TrendForce, the NAND Flash market is still experiencing oversupply challenges in 1Q25, resulting in ongoing price declines...
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 suppliers' proactive production cuts, growing AI-related demand, and faster inventory depletion. Chinese government subsidies, AI server demand, and AI PC/smartphone demand spurred by DeepSeek will contribute to the NAND Flash market recovery.
DeepSeek’s rapid rise not only highlights the role of algorithm optimization in balancing model performance and hardware efficiency but also signals a shift in AI development toward inference-driven applications. AI agents are expected to become the primary form of such applications, gradually evolving into systematic Agentic AI, enabling greater automation and goal-oriented task execution.
According to the latest supply chain survey by TrendForce, CSPs, OEMs, and other enterprises maintained strong growth momentum for AI servers in 2024...
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 worse case, 20-25%; and the bullish case, nearly 35%. While DeepSeek may reduce demand for high-end AI training servers, it will drive edge AI inference server development and encourage CSP investment in custom ASICs, benefiting long-term AI market growth. AI inference is expected to gradually approach a 50% market share.
The International Federation of Robotics (IFR) announced the five major development trends for robots at the end of January 2025, and discussed issues including diversified and pragmatic AI applications, single-purpose humanoid robots, sustainability and energy consumption, expansions of new fields and clients, as well as solutions to labor shortages. In comparison with the focus placed on technology such as mobile robotic arms and digital twins back in 2024, IFR has become more aware of how robot development is affected by the general economy in 2025. For instance, robots are able to execute missions in a precise manner, and drastically reduce material wastage, which are exceedingly crucial to industries that are equipped with recyclable systems, including PV panels and EV batteries.....
According to TrendForce’s observations, chatbots and cloud service applications have actuated a rapid growth for the global AI server market since 2023...
TrendForce indicates that DeepSeek and other Chinese AI companies are challenging the hardware-centric AI development model by focusing on operational efficiency, potentially prompting CSPs to reassess their AI infrastructure investments. While CSP capital expenditures will remain high in 2025, investments in in-house ASICs will increase to reduce costs and reliance on NVIDIA GPUs. US export controls will further accelerate the development of indigenous chips and algorithms in China's AI sector. In the long term, DeepSeek's emergence may lead to a downward revision in AI GPU demand and shift AI development towards efficiency-focused strategies.
AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways
At CES 2025, NVIDIA CEO Jensen Huang delivered the opening keynote, unveiling the Cosmos world model aimed at accelerating innovation in robotics and autonomous vehicle technology. He also introduced the Isaac Groot platform for humanoid robots, designed to improve simulation training efficiency and enhance software integration for advanced robot brain systems. In parallel with NVIDIA’s AI advancements, Elon Musk presented the mass production roadmap for Tesla Optimus, underscoring a pivotal year for the humanoid robotics industry. These announcements from two tech giants have set the tone for rapid progress in 2025. Meanwhile, leading players worldwide have also shared updates on investments and production timelines.....
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