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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
The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
The 2026 HBM3e market faces oversupply with Samsung likely ramping up HBM3e capacity causing price declines; HBM4 sees premium pricing amid fierce competition and concentrated NVIDIA supply.
Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth amid stable capacity and cautious demand.
Global cloud data centers rapidly adopt liquid cooling as the standard for AI server cooling, driving supply chain growth.
The AI server market is growing rapidly due to generative AI, driven by cloud service providers. AI server shipments are expected to continue to outpace general-purpose servers and account for a significant portion of the overall server market.
In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Strong demand for AI and general server orders is driving up enterprise SSD prices. The aggressive procurement and rise of self-built SSD strategies by North American and Chinese CSPs are likely to limit future price increases, weaken supplier bargaining power, and push the market into a phase of capacity and inventory adjustment.
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