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This bulletin covers CSP and OEM trends; North CSPs expand AI buildout, China faces headwinds and uncertain demand.
Geopolitical constraints and import controls curb RTX PRO in China, with a special edition awaiting broader demand; CPX adopts GDDR7 memory with increased capacity, complementing Rubin GPUs that rely on HBMs, while near-term momentum remains with current solutions.
NVIDIA Rubin platform plans mid-to-late year packaging and server assembly, with HBM4 sampling, certification and mass production have to be completed beforehand. To counter AMD, NVIDIA raises HBM4 specs and speed.
2Q25 server DRAM revenue increased by 11% QoQ, driven by DDR5 shipments and DDR4 price recovery. CSPs shifted from destocking to restocking, and DDR4, due to strong demand for storage server applications, became a highlight and a long-tail product. Samsung led in market share, SK hynix had the largest revenue growth, and Micron benefited from high-capacity modules.
AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penetrate the cloud market continuously, with focuses placed on cold plates and dividers. Supply chain players are cultivating their partnerships with major US CSPs to stabilize shipment and upgrades. Growth momentum would mostly stem from expanded deployments among CSPs and high-power servers.
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast, etc.
Server DRAM prices (DDR4 & DDR5) saw further gains in August 2025, propelled by robust CSP demand and supply issues. Order visibility now extends to Q4, anticipating continued price increases and a positive 2026 demand outlook.
Oracle's demand for GB Rack surges; production complexity slows early shipments; NVIDIA H20 faces geopolitical challenges but retains growth potential.
The 2Q25 Enterprise SSD market experienced significant growth, driven by robust AI applications and expanding general server deployments. However, severe supply chain challenges, including DDR4 memory and controller IC substrate shortages, led to widespread supply shortfalls. Future competition will center on advanced technology adoption like PCIe 6.0 and higher NAND Flash densities, the accelerating localization trend in China, and persistent supply-demand imbalances. Suppliers must master precise capacity planning and technological upgrades to navigate rising technical thresholds and geopolitical dynamics. Major players are strategically positioning themselves to consolidate or expand market share.
Global Server Market Trends and Outlook for 2H25
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