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DeepSeek Will Gradually Push the Proportion of AI Inference Closer to 50%, but Overall AI Server Shipment Growth in 2025 Remains Uncertain Due to Export Controls and Preparation Progress for GB Rack

Last Modified

2025-02-07

Update Frequency

Aperiodically

Format

PDF

Overview

According to the latest supply chain survey by TrendForce, CSPs, OEMs, and other enterprises maintained strong growth momentum for AI servers in 2024...

Spotlight Report

DRAM Monthly Datasheet Mar. 2025

2025/03/14

Semiconductors

EXCEL
NAND Flash Monthly Datasheet Mar. 2025

2025/03/14

Semiconductors

EXCEL
Memory Price Forecast for 1Q25 –With Contract Prices Already Falling, Buyers Will Become More Passive as They Prioritize Inventory Reduction

2024/12/24

Semiconductors

PDF
DRAM Contract Price Dec. 2024

2024/12/31

Semiconductors

PDF
DRAM Contract Price Jan. 2025

2025/01/24

Semiconductors

PDF
DRAM Contract Price Feb. 2025

2025/02/27

Semiconductors

PDF

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CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

2025/03/14

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NVIDIA Plans to Launch GB300 in 2Q25; GB300 Racks to Ramp Up in 4Q25 as Supply Chain Requires Extra Time on Testing and Qualifications for Higher Specifications

2025/03/11

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CSPs Accelerate In-House AI ASIC Development; Continuous Growth Expected after 2025 with DeepSeek Driving Future Momentum

2025/03/03

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NVIDIA Surpasses 90% in FY4Q25 Revenue from Data Centers for the First Time from Quarterly Ramp Ups of Blackwell; DeepSeek Assists with AI Inference Demand from Additional CSPs and Enterprises

2025/02/27

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PDF

Implications and Impact of DeepSeek

2025/02/25

DRAM

PDF

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