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The US may permit NVIDIA H200 exports to China to hinder full localization. As a strategic compromise, the H200 aims to fill the void left by H20. While facing competition from domestic policies, it remains attractive to Chinese tech giants, prompting supply chain adjustments.
Google and Amazon leverage custom chips for superior AI cost-efficiency. Google pursues aggressive infrastructure expansion to meet demand, while Amazon uses retail cash flow to sustain high capital intensity, solidifying data center dominance.
US data centers drive DDR5 and HBM demand. Rising DDR5 prices boost profitability. Future growth relies on HBM4 and standard DRAM synergy. Revenue mix will shift as standard memory prices recover against HBM dynamics.
CSP self-developed chips and NVIDIA's platforms are driving Arm adoption, eroding x86 dominance in server markets.
2026 marks the GW-level data center era. CSPs prioritize AI dominance with massive spending. OpenAI shifts to co-developing infrastructure, driving a structural power demand surge.
Server DRAM contract prices surge in 2025 due to tight supply and low inventory. Cloud firms and OEMs accept price hikes, while suppliers accelerate capacity expansion to meet rising 2026 demand; further supply-demand changes warrant monitoring.
Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console makers may abandon price cuts due to costs, shifting to high-price, profit-preserving strategies.
The report shows AI-driven demand reshaping the server market, with cloud and enterprise deployments accelerating, core focus on GB rack solutions and all-in-one enclosures, and partnerships to strengthen supercomputing and data-center ecosystems, with growth momentum expected to persist.
Global Server Market – Trends in 4Q25 and Outlook for 2026
TrendForce shows AI-driven DRAM demand surge, creating supply tension. Samsung, SK hynix, and Micron plan to expand DRAM production through 2026.
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