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NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chain

Last Modified

2025-05-21

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Overview

According to TrendForce’s latest supply chain survey, NVIDIA announced an ambitious series of plans at Computex 2025 to expand its investment and enhance supply chain cooperation in Taiwan...

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NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chain

Overview

Spotlight Report

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

1Q25 AI Server Datasheet

2025 AI Server Market and Key Supply Chain Dynamics

AI Server Industry Analysis－1Q25

AI Server PackageRelated Reports

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

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

2025 AI Server Market and Key Supply Chain Dynamics

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

Download Report

USD $40,000

Membership

Spotlight Report

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

1Q25 AI Server Datasheet

2025 AI Server Market and Key Supply Chain Dynamics

AI Server Industry Analysis－1Q25

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USD $40,000

NVIDIA’s GB200 Rack Shipments Will Increase After 2Q25; Computex Highlights Applications Related to AI Agents and Expanded Investments in Taiwan That Will Spur Long-Term Development of AI Server Supply Chain

Overview

Spotlight Report

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

1Q25 AI Server Datasheet

2025 AI Server Market and Key Supply Chain Dynamics

AI Server Industry Analysis－1Q25

AI Server PackageRelated Reports

NVIDIA Posted 73% YoY Growth in Data Center Revenue for FY1Q26; Company Is Expected to Significantly Ramp Up Production of GB200 Rack After 2Q25 and Will Launch MGX RTX PRO to Meet Edge AI Demands

NVIDIA Is Expected to Launch Special Version of RTX PRO 6000 for China’s AI Market, Thus Boosting Shipments of GDDR7 DRAM in the Future

Analysis of TSMC’s North America Technology Symposium: Unveiling of Roadmap for Advanced Packaging Solutions and Related Strategy

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

2025 AI Server Market and Key Supply Chain Dynamics

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

Download Report

USD $40,000

Membership

Spotlight Report

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

Contract Prices of NAND Flash Retain Strong Momentum for 3Q25 as AI Demand Triggers Robust Enterprise SSD Growth

Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

1Q25 AI Server Datasheet

2025 AI Server Market and Key Supply Chain Dynamics

AI Server Industry Analysis－1Q25

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