NVIDIA and AMD Will Face Challenges in China’s AI Server Market Due to New US Export Regulations; Chinese Firms Are Expected to Increase Use of Domestic and In-House AI Chips in 2025

Last Modified

2025-05-05

Update Frequency

Aperiodically

Format

PDF

According to the latest supply chain survey from TrendForce, new US regulations starting in April 2025 will require export licenses for semiconductor chips like NVIDIA H20, AMD MI308...

Category: AI/HBM/Server , Artificial Intelligence

Spotlight Report

AI Server PackageRelated Reports

AI Inference Era: Server CPU Regains Data Center Centrality

2026/06/15

AI/HBM/Server

PDF

AI Servers Absorbing LPDRAM Capacity, Signaling Tight Supply as the New Norm

2026/06/05

DRAM

PDF

NVIDIA FY1Q27 AI Server Outlook: GB/VR Rack Leads

2026/05/21

AI/HBM/Server

PDF

Global AI Server & Supply Chain Outlook 2026

2026/05/05

AI/HBM/Server

PDF

NA CSPs Capex Surge Powers AI Infra Expansion

2026/05/04

AI/HBM/Server

PDF

Optical Interconnect Supply Chain Restructuring and Opportunities in Response to Expanded US Export Controls

2026/04/30

AI/HBM/Server

PDF

Download Report

USD

55,000

Membership

AI Server Package

Popular Keywords

Research Reports

55,000