U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Last Modified

2023-10-24

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Summary
This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves into the strategies adopted by China’s AI server industry to navigate the constraints on advanced AI chips, with a specific focus on developments in GPU, ASIC, and HBM chips.

Table of Contents
1. Brewing New Trends: AI Server Market Set for Another Expansion

2. The Competitive Landscape of AI Servers and Chips
(1) China’s Chip Self-Supply on the Rise
(2) AMD and Intel Set to Expand Opportunities in the Chinese Market
(3) High-Efficiency, High-Speed Server Demand Propel HBM Market Growth

3. TRI’s View
(1) AI Server Market to Flourish with Deepening of End-User AI Applications
(2) Impact of US AI Chip Export Controls on Chinese Server Manufacturers

＜Total Pages：10＞