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AI Server Industry Analysis－3Q26

Last Modified

2026-10-02

Update Frequency

Quarterly

Format

PDF

AI chip and server growth accelerates in 2027 on rack-scale systems and ASICs, while HBM and CoWoS supply stays tight.

Key Highlights

AI Chips: Rubin, MI450 and TPU fuel growth.
AI Servers: Racks and CSP capex lift output; ASICs gain.
HBM: Demand nears supply; Samsung gains with HBM4.
Cooling & SSD: Liquid cooling and QLC SSDs rise.
Packaging: CoWoS stays tight; orders spill to OSATs.

Table of Contents

Analysis of the Market for Mainstream AI Chips
- Overview of the World’s Major AI Chip Suppliers and Their Offerings
- Shipment Shares of High-End and Midrange-to-Low-End AI Chips, 2025-2027F
Analysis on Dynamics of AI Server Market
Dynamics of Global Market for AI Servers
- Projected YoY Growth Rate for 2027 AI Server Shipments Revised Upward
Analysis of AI Server Shipments by Major AI Chip Category
- Shipment Share of ASIC-Based AI Servers Will Continue to Rise in 2027
Projected Changes to Distribution of Major AI Server Suppliers
- Ratio of Others among CSPs' ASICs to Expand Further in 2027
Trends in the AI Server Cooling Market
- Overall Penetration Rate of Liquid-Cooling among AI Chips to Rise Further in 2027
Outlook on AI Enterprise SSD Market
Projections on Demand for AI Servers and HBM
- Demand Bit for HBM from AI to Continue to Rise throughout 2026
- Analysis on Supply of HBM for AI Servers
- Projected Changes to Prices of HBM Mostly Adopted by AI Servers
Key Observations on Dynamics of AI Server Industry
- Projected Distribution of Demand for CoWoS among TSMC and Major OSATs

<Total Pages: 16>

Sector: AI Server / Data Center Memory & Storage

Tag: HBM CoWoS NVIDIA Blackwell Liquid Cooling Enterprise SSD ASIC AI Chip Server Memory QLC NAND AI Server HBM3 HBM4 Server GPU CSP Market Share Market Size Pricing Trends Production Capacity Revenue Shipments Supply & Demand

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