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AI Servers: ASICs Rise as HBM4 Goes Mainstream

Last Modified

2026-10-30

Update Frequency

Aperiodically

Format

PDF

CSP capex fuels AI servers; NVIDIA leads as Rubin follows Blackwell, while ASICs, liquid cooling and HBM4 surge.

Key Highlights

Demand: CSP capex lifts AI server volume and value.
Chips: NVIDIA’s Rubin succeeds Blackwell; ASICs, Chinese chips rise.
Supply: CoWoS, HBM, substrates tight; rack ramps lag.
Cooling: Liquid cooling turns mainstream.
HBM: HBM4 lifts prices; DRAM rally dilutes its share.

Table of Contents

Outlook for Global AI Chip and Server Markets
Major CSP Capex Trends, In-House ASIC and China AI Development
AI Token Trends and Key AI Server Supply Chain Dynamics
HBM Adoption Trends in AI Servers
Key Takeaways

<Total Pages: 47>

Distribution of AI Server Shipments by Major AI Chip Supplier

Sector: AI Server / Data Center Memory & Storage

Tag: HBM CoWoS Liquid Cooling Enterprise SSD ASIC AI Chip AI Accelerator Server Memory GDDR QLC NAND AI Storage AI Inference AI Server AI Training Server HBM3 HBM4 Server GPU AI Capex CSP Market Bulletin Market Share Market Size Penetration Rate Pricing Trends Production Capacity Revenue Shipments Supply Chain Supply & Demand

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