AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways
Major CoWoS supplier TSMC continues to expand its capacity alongside the ongoing growth in demand for AI chips, such as GPUs and ASICs of CSPs. TSMC came to a total CoWoS capacity of...
TrendForce forecasts that CoWoS capacity will double in 2025, driven by demand for Blackwell and CSPs' ASICs. TSMC, the major supplier, will expand capacity to meet the demand, with NVIDIA's Blackwell platform accounting for the largest share and CoWoS-L exceeding 50%. AWS's in-house ASIC demand will also significantly increase. While TSMC's capacity expansion may face challenges, overall market demand for CoWoS remains robust.
DRAMeXchange, a division of TrendForce, estimates that x86-based solutions will continue to be the market mainstream in 2018...
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