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[Selected Topics] U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Last Modified

2023-10-24

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Overview

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＞

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[Selected Topics] U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

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Research Reports

USD $200

[Selected Topics] U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Overview

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[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

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[Selected Topics] Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

[Selected Topics] With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

[Selected Topics] Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

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Download Report

USD $200

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