AI servers and chips up; GPU and in‑house ASIC advance. Liquid cooling grows; storage favors higher capacity.

Key Highlights

• GPU strong; in‑house ASIC ramps with policy tailwinds.
• AI servers grow, tempered by macro and controls.
• Liquid rises in high tier; air common in low tier.
• Inference shifts to higher‑capacity QLC SSD amid HDD tightness.
• Leaders hold; others accelerate via CSP and sovereign cloud.

Table of Contents

1. Analysis of the Market for Mainstream AI Chips
   • Overview of the World’s Major AI Chip Suppliers and Their Offerings
   • Upward Revision to Shipment Share of Mid-to-Low-Range AI Chips in 2026
2. Analysis on Dynamics of AI Server Market
3. Dynamics of Global Market for AI Servers
   • Shipment Share of AI Servers Is Expected to Increase in 2026
4. Analysis of AI Server Shipments by Major AI Chip Category
   • Market Share of Products Featuring ASICs Will Rise in 2026
5. Analysis of AI Server Shipments by Major AI Chip Suppliers
   • Shipment Share of Servers with Chips Belonging to “Others” Is Projected to Rise in 2026 Due to CSPs’ Strong Demand for In-House AI ASICs
6. Observations on Dynamics of AI Server Cooling Market
   • Overall Penetration Rate of Liquid Cooling Among AI Chips to Further Increase in 2026
   • Demand for AI Servers to Gradually Ramp Up Adoption of Enterprise SSD
7. Demand Projection on AI Servers and HBM
   • Demand Bit for HBM Continues to Rise Under Actuation of High-End AI Chips
   • Analysis on HBM Supply for AI Servers
8. Key Observations on Dynamics of AI Server Industry

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