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Arm's AGI CPU marks a strategic shift from IP licensor to platform provider, targeting AI data centers and accelerating Arm's gains against x86.
Driven by AI and general servers, industry value grows robustly. Despite geopolitical risks and custom chip delays, NVIDIA and AMD's push for premium integrated racks significantly boosts average prices. Meanwhile, advanced packaging and high-bandwidth memory remain in tight supply, with liquid cooling officially becoming the mainstream standard.
TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report. The content of it is as follows:
1. Server CPU Market: State of Competition and Market Shares
2. Server Procurement by Cloud Service Providers in North America and China
3. Projection on Shipments of Server Storage Products
4. Projection on Server Shipments for Current Year
5. Major ODM Partners of Critical Server Brands
6. Changes on Volumes in Server DRAM Procurement
7. Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces
8. Shares of Enterprise and Hyperscaler Servers in Memory Consumption.
Server DRAM prices surge on tight supply but future hikes will ease. Buyers globally rush to secure long-term contracts.
TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.
Rapid AI factory scaling is reshaping data center infrastructure. In the near term, independent power racks stabilize power delivery, while the mid-to-long-term roadmap points to centralized HVDC distribution and solid-state transformers. Meanwhile, next-gen AI architectures are fully adopting liquid cooling, elevating it from optional to essential and driving deep cross-domain supply chain collaboration.
AI drives huge server memory demand. Depleted inventory sparks surging prices. Custom chips disrupt processor markets.
TurboQuant breaks language model memory bottlenecks via lossless dimensional compression, drastically boosting efficiency. Plummeting costs spark massive long-sequence application demand, comprehensively driving structural growth and specification upgrades for high-bandwidth, main, and flash memory across cloud and edge platforms.
AI data centers are undergoing structural upgrades, with HVDC and independent power racks becoming the standard. As power density exceeds critical thresholds, demand for liquid cooling and power supply is surging. Taiwanese firms are leveraging their power supply, thermal management, and integration capabilities to evolve from component suppliers into system-level providers, securing core orders from global CSPs.
AI demand and surging prices boosted server DRAM revenue. Buyer stockpiling depleted inventory, fueling an upcycle.
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