Server Market Bulletin - Oct. 16, 2025
Last Modified
2025-10-16
Update Frequency
Biweekly
Format
Global AI server market stays strong as major cloud providers expand infrastructure and platforms; GPU and self-developed ASIC demand rises amid regional dynamics.
Key Highlights
- Global AI server market is driven by cloud providers expanding infrastructure and platforms.
- Beyond GPUs, CSPs invest in self-developed ASICs for efficiency and compute.
- Regional dynamics and cross-border collaboration shape R&D and procurement.
- New generation platforms and integrated solutions push toward more complete server configurations.
Table of Contents
- TrendForce's View
- AI Server Shipments and Total Server Shipments (Including All Types), 1Q25-4Q26
- CSP Dynamics
- OEM Dynamics
<Total Pages:4>

Category: DRAM , Cloud / Edge Computing , Artificial Intelligence , AI/HBM/Server
Spotlight Report
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
DRAM Monthly Datasheet Mar. 2026
2026/03/17
Semiconductors
EXCEL
-
HBM Industry Analysis - 1Q26
2026/02/04
Semiconductors
PDF
-
NAND Flash Monthly Datasheet Mar. 2026
2026/03/17
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF
Server Market BulletinRelated Reports
Download Report
USD $9,000
Membership
Spotlight Report
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
DRAM Monthly Datasheet Mar. 2026
2026/03/17
Semiconductors
EXCEL
-
HBM Industry Analysis - 1Q26
2026/02/04
Semiconductors
PDF
-
NAND Flash Monthly Datasheet Mar. 2026
2026/03/17
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF