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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...
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 servers, both North American and Chinese CSPs are accelerating in-house ASIC development to improve performance, reduce costs, and lessen reliance on external suppliers. ASIC AI servers are projected to reach a 29% market share by 2028, with a market value of US$41 billion.
As indicated by the survey of global market intelligence firm TrendForce, the stronger demand for high-end GPU solutions from major CSPs and OEMs has generated...
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. Strong demand for high-end GPUs (including Hopper and Blackwell series) from hyperscale CSPs and enterprises fueled NVIDIA's overall revenue growth. The rise of DeepSeek will promote the development of edge AI inference servers and expand the scope of AI applications.
Global market intelligence firm TrendForce reports that the server market outlook for 2025 has undergone a significant upward revision...
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 orders for general-purpose servers, while Chinese CSPs are actively procuring AI servers. As a result, server ODM's motherboard SMT line utilization rates have risen significantly. The development of technologies like DeepSeek will further drive the growth of the AI server market.
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On January 30, 2025, during Tesla’s Q4 2024 earnings call, the company revealed that its humanoid robot production line is expected to reach a monthly output of 10,000 units by 2026, with deliveries set to begin that same year. Initially, the first production line will have a capacity of 1,000 units per month, which will then be scaled up to 10,000 units per month. Tesla anticipates releasing the next-generation version of Optimus in H1 2026, with market sales commencing in H2 2026. Despite the high price, Elon Musk remains confident in strong demand. Once mass production reaches 1 million units annually, Tesla expects the production cost of Optimus to fall below $20,000 per unit, though the final price will depend on market feedback. On February 6, Tesla posted several job openings for the robot project at their Fremont, California facility. According to Tesla’s official website, at least 12 roles are currently available, including positions for manufacturing engineers, production managers, and process supervisors. TrendForce notes that this move aligns with Tesla’s goal of mass-producing robots by 2025, signaling the company is accelerating its humanoid robot production plans.
According to research by global market research firm TrendForce, AI has experienced rapid development in recent years, with enterprises actively exploring ways to use related technologies to...
TrendForce analyzes that DeepSeek reduces AI deployment costs through optimized algorithms, creating new opportunities for SMEs. While the short-term impact on the memory market is limited, in the long term, DeepSeek will drive the popularization of edge AI applications, increasing DRAM capacity in PCs and smartphones, and boosting demand for high-performance NAND Flash like UFS 4.0. Concurrently, DeepSeek may reduce demand for high-end GPUs and HBM, but will increase demand for general-purpose server DRAM and enterprise SSDs.
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