Server Market Bulletin - Sep. 4, 2025

Last Modified

2025-09-04

Update Frequency

Biweekly

Format

PDF

AI servers remain higher than general-purpose servers regarding shipment dynamics among ODMs in 2H25, thus triggering growths for liquid-cooling suppliers. Liquid-cooling solutions are likely to penetrate the cloud market continuously, with focuses placed on cold plates and dividers. Supply chain players are cultivating their partnerships with major US CSPs to stabilize shipment and upgrades. Growth momentum would mostly stem from expanded deployments among CSPs and high-power servers.

Key Highlights

Liquid cooling core with Cold Plate and Manifold, strengthened cloud partnerships underpin growth.
Collaborations with cloud platforms broaden market for AI-ready servers and high-power configurations.
AI server demand drives capacity expansion and practical design collaboration.
Competitive edge rests on total-solution design, customization, and in-house component supply.

TrendForce's View
ODM Dynamics
- 2025 YoY Growth in L6 MB Production among ODMs
CPU, GPU and ASIC Dynamics
Thermal/Power Related Updates

2025 YoY Growth in L6 MB Production among ODMs

Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI Server/HBM/Server

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Server Market Bulletin - Sep. 4, 2025

Key Highlights