Research Reports

Research Reports

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

Last Modified

2023-10-24

Update Frequency

Not

Format

PDF

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＞

Spotlight Report

Selected TopicsRelated Reports

[Selected Topics] NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

2025/01/17

Semiconductors

PDF

[Selected Topics] US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

2025/01/16

Semiconductors

PDF

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

2025/01/15

Semiconductors

PDF

[Selected Topics] Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

2025/01/10

Semiconductors

PDF

[Selected Topics] CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

2025/01/07

Semiconductors

PDF

[Selected Topics] Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

2024/12/13

Semiconductors

PDF

Popular Keywords

USD $200

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

Overview

Spotlight Report

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

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[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)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Selected TopicsRelated Reports

[Selected Topics] NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

[Selected Topics] US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

[Selected Topics] Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

[Selected Topics] CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

[Selected Topics] Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Download Report

USD $200

Membership

Spotlight Report

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

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[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)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

USD $200

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

Overview

Spotlight Report

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

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[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)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Selected TopicsRelated Reports

[Selected Topics] NAND Flash Market Faces Slump in 2025; Suppliers Resume Product Cuts to Stabilize Market

[Selected Topics] US Export Control Updates Announced on January 16th Will Extend KYC Review Standards to Packaging Technologies

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

[Selected Topics] Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

[Selected Topics] CoWoS Expected at Twofold Growth in 2025 from Demand of Blackwell and CSPs’ ASICs; Progress to Depend on Supply Expansions and Preparation of GB Racks

[Selected Topics] Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Download Report

USD $200

Membership

Spotlight Report

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

[Selected Topics] AI Guides Development of Space Industry: Analysis on Applications, Challenges and Market Trends

[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)

[Selected Topics] From 2.5D to 3D: Key Processes of Hybrid Bonding and Strategies of Equipment Providers

[Selected Topics] Analysis of the NEV Charging Market in China, Europe, the US, and East Asia

[Selected Topics] NVIDIA Is Expected to Increase Shipments of Blackwell GPUs Featuring CoWoS-L, and US Trade Restrictions May Also Reduce Demand for CoWoS-S

Get in touch with us