In 2025, global AI chips focus on high-end HBM memory; NVIDIA's new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward HBM4 in 2026.

Key Highlights

• High-end AI chips primarily use HBM memory; mid- to low-end rely on GDDR.
• NVIDIA's Blackwell platform boosts high-end GPU shipments.
• Export restrictions impact supply to certain regions, raising market caution.
• AI server shipments expand with new platforms; OEMs ramp up deliveries in late-year.
• HBM demand surges with high-end AI chips; rapid iteration affects pricing.
• HBM3e dominates memory specs for major suppliers including NVIDIA and AMD.
• HBM4 production begins in 2026, with key vendors launching new products.
• Industry growth steady despite geopolitical and economic risks.

Table of Contents

1. Analysis of the Market for Mainstream AI Chips
   • Overview of the World’s Major AI Chip Suppliers and Their Offerings
   • Forecast of Continued Growth in High-End AI Chip Shipments by 2025
2. Analysis on Dynamics of AI Server Market
   • Expected Significant Increase in AI Server Market Share by 2025
   • Anticipated Further Growth of GPU Segment in the Market
   • Estimated Continued Market Share Growth of NVIDIA Due to Strong GPU Demand
   • Expected Rise in Adoption Rate of Liquid Cooling Systems for AI Chips
   • Predicted Gradual Increase in Enterprise-level SSD and QLC Usage Driven by AI Server Demand
3. Demand Projection on AI Servers and HBM
   • Sustained Growth in Bit Demand for HBM Driven by High-End AI Chip Needs
   • Analysis of AI Server HBM Memory Supply
   • Price Trend Forecast for HBM Used in AI Servers from 2023 to 2025
4. Key Observations on Dynamics of AI Server Industry

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