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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Last Modified

2024-09-11

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Overview

TrendForce forecasts that the AI server liquid cooling market will experience rapid growth, driven by the launch of NVIDIA's Blackwell platform and ASIC upgrades, with penetration rate projected to reach 20-30% by 2025. Blackwell's high performance and power consumption will accelerate the adoption of liquid cooling solutions, prompting ODMs, power supply, and cooling solution providers to actively expand into the liquid cooling market. Additionally, the rising global awareness of ESG and CSPs' investments in AI servers will further promote liquid cooling technology. Due to trade conflicts, cooling suppliers are accelerating expansion in Southeast Asia to seize growth opportunities in the AI accelerator and liquid cooling markets.

＜Total Pages：7＞

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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

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[Selected Topics] The Launch of NVIDIA’s Blackwell and Upgrading of ASICs Will Initiate a Race to Invest in Liquid Cooling across the Supply Chain

Overview

Spotlight Report

[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

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[Selected Topics] Global Top 10 Foundries’ Total Revenue Reached a Record High of Over US$34bn in 3Q24 as Advanced Nodes Maintain Strong Growth and China Provides Policy Stimulus

Download Report

USD $300

Membership

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