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In 2025, global AI chips focus on high-end HBM memory; NVIDIA’s new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward HBM4 in 2026.
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 server shipments are expected to maintain double-digit growth.
Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.
AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways
With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...
TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2025. US CSPs are taking the lead in AI ASIC development: Google (TPU leader), AWS (fastest growth at 104% YoY), Meta (MTIA), and Microsoft (Maia) are actively advancing next-gen chips. Concurrently, US restrictions have prompted major local Chinese CSPs (e.g. BBAT) to accelerate their R&D on in-house AI ASICs in order to lower dependency on US chips. In-house developed ASICs are now a key CSP strategy focus.
According to the latest research by TrendForce, global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 14.6M units, with the market value anticipated to hit...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA provided updates to several of its cloud...
According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...
"TrendForce reports TSMC's recent CoWoS capacity adjustment is due to prior customer overbooking, but CSP demand remains largely unchanged. 2025 CoWoS total demand is projected to double, with NVIDIA as the largest customer, shifting to CoWoS-L with Blackwell production. CSP ASICs are also key CoWoS demand drivers, with AWS advancing from Trainium2 to Trainium3 this year. However, DeepSeek's rise and potential GB rack supply issues could impact future CoWoS demand. Overall, recent CoWoS adjustments reflect actual needs, but end-customer AI server orders and TSMC's expansion plans remain largely unchanged.
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