Research Reports
[Selected Topics] YoY Growth of Server Shipments Revised Up to Nearly 7%; DeepSeek to Actuate CSPs’ Data Center Expansions and Demand for AI
Last Modified
2025-02-26
Update Frequency
Aperiodically
Format
Overview
TrendForce has revised up its server shipment forecast for 2025 to nearly 7% YoY growth, driven by CSPs' expansion of cloud data centers and AI demand. North American CSPs are increasing orders for general-purpose servers, while Chinese CSPs are actively procuring AI servers. As a result, server ODM's motherboard SMT line utilization rates have risen significantly. The development of technologies like DeepSeek will further drive the growth of the AI server market.
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Spotlight Report
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[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan
2025/02/20
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PDF
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[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations
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2025/04/16
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