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AI Server Industry Analysis - 2Q25

2025/06/30

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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In 2025, global AI chips focus on high-end HBM memory; NVIDIA’s new Blackwell platform drives growth, amid geopolitical limits and steady AI server demand, with rapid HBM technology evolution toward HBM4 in 2026.

2Q25 AI Server Datasheet

2025/06/27

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

 EXCEL

TrendForce combines its expertise in the Foundry/Server industry and leverages it with the supply chain to accurately estimate AI chip shipments, AI Server application ratios, AI major suppliers' analysis, and the adoption of AI memory.

Server Market Bulletin - Jun. 26, 2025

2025/06/26

DRAM , AI Server/HBM/Server , Cloud / Edge Computing +1

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North American CSPs & OEMs drive AI market growth; new Blackwell platform shipments will expand. China's market faces variables due to geopolitics affecting AI solution supply. Overall AI server shipments are expected to maintain double-digit growth.

Server Market Bulletin - Jun. 12, 2025

2025/06/12

DRAM , AI Server/HBM/Server , Cloud / Edge Computing +1

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Amazon is rapidly expanding its self-developed AI ASIC servers to bolster AWS's cloud AI training competitiveness. The new generation Trainium chips feature diversified designs catering to various training needs. On the NVIDIA platform, Delta leads as the main power supplier, advancing high-power AI server development.

2025 AI Server Market and Key Supply Chain Dynamics

2025/05/02

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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AI Server Market Forecast
Dynamics of AI Server Supply Chain
Outlook on HBM Market for AI Servers
Key Takeaways

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

2025/04/29

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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With the rapid penetration of generative AI models, recommendation systems, and virtual assistants into the global market, the demand for AI computing shows explosive growth...

AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

2025/04/29

Cloud / Edge Computing , Artificial Intelligence , Semiconductors

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TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2025. US CSPs are taking the lead in AI ASIC development: Google (TPU leader), AWS (fastest growth at 104% YoY), Meta (MTIA), and Microsoft (Maia) are actively advancing next-gen chips. Concurrently, US restrictions have prompted major local Chinese CSPs (e.g. BBAT) to accelerate their R&D on in-house AI ASICs in order to lower dependency on US chips. In-house developed ASICs are now a key CSP strategy focus.

AI Server Industry Analysis-1Q25

2025/04/01

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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According to the latest research by TrendForce, global shipments of servers (inclusive of AI servers) in 2024 are projected to reach 14.6M units, with the market value anticipated to hit...

CoWoS Production Capacity Will Continuously Adjust to Meet Actual Demand, and CSPs Keep Providing Strong Momentum for Orders Related to NVIDIA’s GPUs and In-House ASICs

2025/03/14

AI Server/HBM/Server , Cloud / Edge Computing , Artificial Intelligence

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According to the latest supply chain survey by TrendForce, recent adjustments in TSMC’s CoWoS production capacity can be assessed from both supply and demand perspectives...

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