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 Server/HBM/Server
Spotlight Report
-
DRAM Monthly Datasheet Nov. 2025
2025/11/17
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Nov. 2025
2025/11/17
Semiconductors
PDF
-
2026 Memory Price Forecast
2025/10/03
Semiconductors
PDF
-
4Q25 Memory Price Forecast
2025/09/19
Semiconductors
PDF
-
DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited
2025/11/07
Semiconductors
PDF
-
2026 NAND Flash: AI & HDD Shortage Ignite Price Surge
2025/10/07
Semiconductors
PDF
Server Market BulletinRelated Reports
Download Report
USD $7,700
Membership
Spotlight Report
-
DRAM Monthly Datasheet Nov. 2025
2025/11/17
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Nov. 2025
2025/11/17
Semiconductors
PDF
-
2026 Memory Price Forecast
2025/10/03
Semiconductors
PDF
-
4Q25 Memory Price Forecast
2025/09/19
Semiconductors
PDF
-
DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited
2025/11/07
Semiconductors
PDF
-
2026 NAND Flash: AI & HDD Shortage Ignite Price Surge
2025/10/07
Semiconductors
PDF